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In Good Standing
First Certified in 2024

Adam Malcolm

Consultant, IG Wealth Management

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Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Individuals from the 2SLGBTQIA+ community Intergenerational Families

Financial planning services offered

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Divorce and separation Education planning Estate planning Executive compensation and benefits Insurance Investment Credit and debt Professional corporations Socially Responsible Investing (SRI) Retirement planning Small business/Business succession Tax planning

Payment model

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Fee for service: Percentage of assets

Location

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FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.