High-Net-Worth Families

Ignite your family's financial future

We work closely with each generation to provide personalized financial guidance and education that empowers them to make informed decisions. Our focus is on helping you and your family achieve your financial goals, whether it’s planning for your children’s education, securing a comfortable retirement, or passing down a legacy for future generations.

Our services

We act as your trusted partner, taking a big-picture approach to managing every aspect of your family’s financial life.

Financial Planning: From budgeting and major purchase strategies to retirement and estate planning, we create a customized roadmap for your financial success.
Investment Management: We build diversified portfolios tailored to your risk tolerance and long-term goals, including traditional and alternative investments.
Tax Planning & Reporting: We develop tax-efficient strategies to minimize your tax burden and maximize wealth accumulation.

Family Legacy Planning: We ensure the smooth transfer of wealth across generations through estate planning and trust structures.
Risk Management: We analyze your vulnerabilities and implement strategies to protect your family from financial risks.
Philanthropic Planning: We help you integrate your charitable giving goals into your overall financial plan.

Take control of your financial future

Connect

Contact

Investors Group Securities Inc.

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.

Disclosures.

Newmarket Website Design & Development by Addison Marketing Solutions.