IG Private Wealth Management - A brand to be associated with
Whether you’re seeking a succession partner as you approach your next chapter, or are looking to deepen your current offering by joining an elite financial planning practice, we know that finding the right fit for you and your clients is paramount. Backed by the strength of Kalinka Group and IG Private Wealth Management and its dedication to Canadian clients since 1926, our growth-oriented team of seasoned professionals delivers unparalleled financial planning support to enrich our client’s lives by considering all aspects of their financial landscape.
Making a change: The breadth and confidence of IG Private Wealth Management
We take tremendous pride in the strength of the relationships that we have with both our clients and colleagues—with this, IG Private Wealth Management as a full-service, client-centric, high-net-worth financial planning brand continues to grow. Kalinka Group has been on the leading edge of the firm’s evolution, from product to breadth of servicing offering, to the quality of our wealth management teams. This means a best-in-class client experience and the opportunity to further strengthen your practice.
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Let’s dispel the myths
The financial industry has evolved. Long gone at IG Private Wealth are deferred sales charge (DSC) products, higher-cost mutual funds, and solo-advisor practices. True Private Wealth Management, in-depth planning practices run as businesses with multiple team members, and a commitment to the client experience has established a brand that you and your clients can be proud of.
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Incredible product shelf. Incredible results.
Our advisory teams all benefit from massive expansion of IG Private Wealth’s product shelf, competitive product and advisory fee pricing, the highest top quartile ratings in the industry, a strong SMA offering, an open shelf for CIRO securities-licensed teams, and market-leading sub-advisory relationships with the likes of global players like Blackrock, JP Morgan, Rockefeller, and others.
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Offer full service Private Wealth Management
Our commitment is to empower affluent Canadians to achieve financial well-being. Our best-in-class advice experience, and IG Private Wealth’s leadership position and unique model gives us a competitive advantage for success with each and every client.
Your best succession plan: Kalinka Group is the destination for you and your clients as you approach retirement
As an established financial advisor contemplating retirement, you deserve a transition that reflects the excellence and dedication you have brought to your practice. At Kalinka Group and IG Private Wealth Management we value your legacy, and as partners, our team is poised to provide you with peace of mind that your clients will undergo a smooth transition, supported by a dedicated team of onboarding professionals, and will be welcomed with open arms by our team so that you can fully embrace the next chapter of your life.
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Partner with Mike Kalinka – A deeply committed, involved advisor
Mike brings an incredible combination of passion and empathy to financial planning. You will see firsthand his commitment to client relationships and an intuitive understanding of how to balance human, financial and emotional needs. Mike’s own vulnerability along with his authentic, transparent approach to client engagement helps to establish trust and comfort. If you care strongly about who is going to be taking care of your clients for the coming decades, put Mike on the top of your list of advisors to consider.
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A support team you can count on
Over the past two decades we have intentionally scaled our practice with licensed associates, client service staff, and a marketing/branding support. We are vertically integrated—meaning that every team member has a commitment to each client family, providing a high-engagement and responsive service experience. Our team is committed to the financial well-being of our client families, and we have the scale and resources to provide the same for you and your high value clients.
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We’ve already done it!
Our team has already successfully assisted multiple industry advisors transition their practices and client bases as they planned into retirement. Advisors have been able to monetize their practices, supporting their own retirement goals, all while finding a financial planning partner for their clients to call home for generations. We boast a 95% client family retention rate through previous retirement transitions, which is a testament to our team’s commitment to a client-centric process and deep investment in understanding the needs and style of the retiring advisors.
Join our team: Move your practice to Kalinka Group Private Wealth Management
As an experienced advisor you have cultivated a strong core of client relationships. With this you have options. Are you feeling under-supported? Is your compensation program at risk? Are you looking to scale but have limited resources or capacity to do so? Are you looking for a better home for you and your clients? Kalinka Group may be a better fit.
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The right fit for you and your practice as you look to deepen your offering
We’re seeking established practices that share the same growth driven and entrepreneurial mindset as our team of licensed wealth management professionals. We believe in authentic, client-centric relationships and anchor our advice in fully integrated, financial planning. Our success is propelled by the extensive tools, technology, and support for which IG Private Wealth is known.
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Financial planning for generations
Most importantly, we have long-term relationships with clients, spanning multi-generations, taking care of all aspects of their financial future. We are deeply invested in their lives, and they are equally invested in our team. This same care and support will extend to your clients, as well.
Bring your team to IG Private Wealth Management
Do you lead or are a partner of an established wealth management team in Victoria, managing in excess of 100MM in client AUM? Are you unsatisfied with your current firm and the direction that it is going? Do you want to offer a more robust client service experience and be in a better position to scale your business? Is a combination of best-in-class investment products, and industry leading tech-stack, and the passion and commitment of a real, authentic transition team something that you’re curious about? Kalinka Group and IG Private Wealth Management may the destination for your next move.
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The right fit for you and your practice as you look to deepen your offering and scale big-time
We’re seeking established practices that share the same growth driven and entrepreneurial mindset as our team of licensed wealth management professionals. We believe in authentic, client-centric relationships and anchor our advice in fully integrated, financial planning. Our success is propelled by the extensive tools, technology, and support for which IG Private Wealth is known.
Rediscover IG
IG is at the forefront of the industry and built around financial advisors that focus on true integrated financial planning. This includes investments, mortgages, tax planning, estate planning, philanthropy, retirement, insurance, private company advisory, and private wealth management.
Founded in 1926
A century of experience
$140B+
Over $140 billion AUA (2024)
1M+
Over 1 million clients
Best-in-class advice experience
IG has made significant investments in technology and partnerships to digitalize the business, drive productivity growth, and elevate our client and advisor experience. The IG Living PlanTM and industry-leading suite of financial planning tools make the complex simple and enable a 360-degree interactive view of clients’ financial futures.
Award-winning performance, driven by world-leading asset management
IG believes in managed solutions and our robust product shelf is designed to maximize performance, minimize risk and manage volatility. The result is our award-winning, four- and five-star investment solutions, as rated by Morningstar and Fundata A+ Awards. These top-performing investment solutions are owned by us and exclusive to our clients, but managed by top sub-advisors from across the globe with proven world-leading asset management expertise.
Built to win
IG is built to win through our top-performing product shelf, advanced financial planning capabilities and cutting-edge technology. Founded in 1926, IG is part of the Power Corporation of Canada group of companies, which has over $968 billion in assets under management.
