High Net Worth Planning
We specialize in using advanced and sophisticated financial planning strategies for affluent families and those with corporations.
Navigating Life Transitions
Our team has considerable experience working with clients as they navigate both planned and unplanned life transitions. These changes characteristically involve significant financial transactions, be it a multi-million-dollar business transaction/sale, the infusion of newly found money from an inheritance/home sale/insurance settlement, or having to manage the impact of a family member’s job loss, disability, or illness.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being. (*Offered through Investors Group Securities Inc.)
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
As more clients and their families become involved in supporting charities, they look increasingly to us for guidance. Charitable giving is an important part of your comprehensive Private Wealth Management strategy as a shared gift planning process can strengthen relationships within families through the next generation. We can help you create your charitable giving plan to share your wealth most effectively.
Intergenerational wealth transfer
Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
Over their lifetime Canadians can spend more on paying their tax bill than on mortgages, cars, travel, education and other expenditures. Tax planning can be complicated, and it makes sense that many people are confused about how to manage their wealth tax-effectively and grow it to maintain their lifestyle. We can help create a financial plan that not only achieves your financial goals but also is tax efficient.