About Us
We create wealth and estate plans for Canadian families who are supporting a dependent with disability or an aging parent who is experiencing medical challenges. Our plans provide guidance on accessing and protecting all forms of government assistance, offer solutions to address financial vulnerability, and create strategies that transcend the generations to ensure a safe, comfortable and healthy future for the whole family.
Audrey Veltri is a CERTIFIED FINANCIAL PLANNER® who holds a bachelor’s degree in Business with a Major in Accounting, the Registered Retirement Consultant designation, and is currently working towards her Trust and Estate Planning Designation. Audrey leads a full-service wealth advisory practice with IG Wealth Management where she practices empowered and inclusive finance.
Locations Served: Alberta-Wide Ages Served: All ages and stages Areas of Service: Preschool and Early Intervention Services and Supports Transition to Adulthood Services and Supports Resources and Information Supports/Programs Offered: - Accessing Financial Supports - DTC Applications - RDSP Planning - Protecting Government Funding - FSCD - AISH - PDD - Trusts, Trustee & Guardianship Planning - Estate Planning - Tax Planning - Wealth Management - Financial Planning Services
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Meet Our Team
Audrey Veltri
CFP, Certified Financial Planner
Email: audrey.veltri@ig.ca
Resources
Connect With Us
Learn More: https://linktr.ee/audreyveltri
Agency Phone: (403) 253-4840
Email: audrey.veltri@ig.ca