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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, IG Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions, and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Major Expense Funding
Enabling financial freedom through strategic major expense funding.
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Post Secondary Education Planning
Fulfilling educational dreams through thoughtful and strategic financial planning.
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Retirement Planning
Fostering financial freedom and security through personalized retirement planning.
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Estate Planning and Inter-Generational Wealth Transfer
Elevating peace of mind through meticulous estate planning.
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Philanthropy and Charitable Giving
Sharing and Family Harmony
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Personal and Family Tax Planning
Striving for financial empowerment through strategic tax planning.
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Corporate Tax Planning
Harmonizing personal and corporate financial efficiency through strategic tax planning.
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Investment Management
Empowering Financial Growth.
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Risk Management and Insurance Planning
Safeguarding Futures.
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Cash Flow and Debt Management
Empowering financial resilience through strategic cash flow and debt management.
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Corporate Advisory Service
Guiding Entrepreneurs to Corporate Finance and Successful Exits
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Tax Preparation
Simplifying Tax Compliance, Maximizing Returns.
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Peace of mind, financial security

Disclaimer

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.