Stevens & Associates at IG Private Wealth Management
A legal & financial in Medicine Hat — personalized and relationship-focused rather than transactional.
Care that adapts as needs change.
Couples managing retirement finances together.
Ask about Zoom meeting options if you move or can't travel to the office
personalized and relationship-focused rather than transactional
What families look for first.
Who this may be right for.
Good fit for
- Couples managing retirement finances together
- Seniors wanting plain-language explanations of complex financial topics
Ask first if
- Advisors proactively reach out to schedule portfolio review meetings rather than waiting for clients to call
- In-home care or spouse loss requiring new financial planning
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Medicine Hat families.
Medicine Hat, AB
Questions families actually ask.
Do Stevens & Associates offer remote or virtual meetings? +
Yes, the team offers Zoom meetings for clients who have relocated or prefer not to travel to the Medicine Hat office, with no need to transfer accounts to a different advisor.
How often will I hear from my advisor? +
Clients report being proactively contacted to come in and discuss their portfolio on a regular basis, including scheduled yearly review meetings.
Is this firm suitable for people who are not very experienced with investing? +
Multiple reviewers highlight that advisors take time to explain financial concepts in plain, understandable language, making the firm well-suited for those new to investing or unfamiliar with financial planning.
Do they work with couples? +
Several reviews are from couples who manage their finances jointly through Stevens & Associates, and the team appears comfortable working with both partners together.
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