We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
When you’ve spent a lifetime building wealth, you want to know that all the pieces are working together — and that the people you care about are being looked after.
Our team helps affluent families navigate financial complexity through a highly coordinated Family Office-style approach. By integrating investment planning, tax strategies, cash management, insurance and risk planning, and estate and legacy planning, we create a unified strategy tailored to your unique circumstances. Acting as the central point of coordination, we work alongside your accountants, lawyers, and other trusted professionals to provide oversight of your complete financial picture
It’s a thoughtful, coordinated way to manage significant wealth, with your family, your future and the legacy you hope to leave at the centre of it.
An investment statement can tell you how your portfolio performed, how your assets are allocated, and what your wealth is worth today.
It doesn’t tell you:
Your wealth should create possibilities, not uncertainty.
As your trusted advisor, we help you grow what you’ve built and turn it into a plan for how you want to live and give. That might mean showing you that retirement is already well funded, finding smarter ways to build your wealth or confirming that you can give your child a downpayment toward a first home without affecting your own future.
You’ll see what’s possible and how to move forward with purpose.
Our financial planning team brings every part of your financial life together. From investments and retirement income to tax, estate and business planning, we help you make decisions with a clear understanding of how each one affects the rest.
We'll coordinate the details, involve the right professionals when needed and keep your plan moving forward as your life changes.
Our team can help with:
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we'll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
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.
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.
For business owners, the value of the business is often closely tied to the family's overall wealth. We help you prepare well in advance for a sale, succession or transition, connecting business decisions with your personal retirement, tax, investment and estate planning.
Insurance can play an important role not only in protecting your family, but also in helping transfer wealth efficiently from one generation to the next. We look at insurance as part of your broader estate and wealth plan, considering how it may help preserve the value of your estate, provide liquidity for taxes and other obligations, and create a more predictable legacy for the people and causes you care about.
We help you understand what your retirement could look like, how much you may be able to spend, where your income will come from and how your investments, pensions, corporate assets and other resources can work together over time.
Passing wealth to the next generation takes careful planning. We help you think through how and when assets may be transferred, how taxes could affect your estate and how to provide for children, grandchildren and other people you care about in a thoughtful way.
Giving can be an important part of your financial and family story. We can help you explore charitable strategies that support the causes you care about while considering the tax, estate and legacy implications of your generosity.
Your cash should have a purpose too. We help you think through day-to-day liquidity, larger upcoming expenses, reserves and short-term needs so the cash portion of your wealth works alongside your investment and long-term planning.
We are committed to helping individuals and their families manage the complex and evolving needs of their wealth. We take a holistic approach to your overall financial well-being by providing personalized solutions to bring financial wealth and independence to clients and their families. Clients and their families are at the center of everything we do.
Retirement planning is about more than reaching a savings target.
We’ll help you create a personalized retirement paycheque, understand what you can comfortably spend and see how today’s decisions may affect your estate.
You’ve built the business. Now your corporate structure, personal finances, tax plan, succession strategy and estate plan need to work together.
We’ll help you understand what your company may be worth, whether it’s ready for sale and how business wealth can become lasting personal and family wealth.
James has been our financial advisor for the past 7 years. He has been instrumental in coordinating our insurance needs, tax strategies and our investment and estate planning for our personal and corporate needs. He maintains a professional approach in helping us balance our retirement planning while understanding the need to maintain our quality of life. He’s been extremely accessible by phone, email and meets with us regularly throughout the year in response to changes in circumstances and to ensure our goals are on track. Having worked with a previous financial advisor we recognize and appreciate the expertise that James brings to our financial picture.
Family office-style wealth management is a comprehensive approach to managing wealth that extends far beyond investment management.
As your financial life becomes more complex, important decisions become increasingly interconnected. Investment strategy, tax planning, retirement income, estate planning, insurance, business interests, and wealth transfer all influence one another.
Our role is to bring these moving parts together into a coordinated strategy, while working alongside your accountant, lawyer, and other trusted professionals. The result is a more integrated approach designed to help you make confident financial decisions today while preserving opportunities for future generations.
Insurance is not simply about protection. For many affluent families, it can be an important component of a broader wealth strategy.
Depending on your circumstances, insurance may help:
We review insurance within the context of your overall financial plan to ensure it serves a clear strategic purpose.
We typically work with:
Our clients are often looking for more than investment advice. They want a trusted team that can provide strategic guidance across all aspects of their financial lives.
Effective wealth transfer involves more than simply passing assets to the next generation.
Many families want to support children and grandchildren while balancing fairness, tax efficiency, family values, and their own ongoing financial security.
We help evaluate gifting strategies, estate planning opportunities, insurance solutions, charitable giving, and other approaches designed to transfer wealth in a thoughtful and intentional way.
A family wealth plan is a comprehensive roadmap for managing, protecting, and transferring wealth across generations.
It brings together the key components of your financial life including investment management, tax planning, retirement planning, estate strategies, risk management, business interests, charitable giving, and legacy objectives.
More importantly, it helps ensure that financial decisions are made within the context of a clear long-term strategy.
For many families, a wealth plan provides clarity around where they are today, where they want to go, and the steps required to help achieve those goals while creating a lasting impact for future generations.
One of the most common questions we hear is, "Am I going to be okay?"
Retirement planning is about more than reaching a specific investment balance. It involves understanding how your assets, pensions, personal and/or corporate savings, government benefits, and other resources can support your desired lifestyle.
Through detailed financial planning, we help clients gain clarity around spending, income sustainability, taxes, and long-term financial security.
A successful retirement income strategy is about more than generating cash flow. It's about coordinating income sources in a way that helps reduce unnecessary taxation and preserve wealth over time.
We evaluate pensions, registered accounts, non-registered investments, government benefits, corporate assets, and other income sources to determine how and when assets may be accessed most efficiently.
The goal is to provide confidence that your retirement lifestyle can be supported while helping you retain more of your wealth and maximize what may ultimately pass to your family and estate.
Business owners face unique opportunities and challenges that require specialized planning.
Questions often include:
We work closely with your professional advisors to help integrate your business and personal financial strategies and ensure your wealth is working together toward your long-term goals.
The sale of a business is often one of the most significant financial events in an entrepreneur's life.
Preparation should ideally begin years before a transaction takes place. Important considerations may include business valuation, corporate structure, tax planning, succession planning, retirement objectives, and how sale proceeds will support your long-term financial future.
Through interval, our specialized business valuation software, we also offer business valuation services and business health assessments, providing valuable insight into what your business may be worth and helping inform planning decisions well before a potential sale.
Working alongside your tax and legal advisors, we help develop a coordinated strategy designed to maximize opportunities, manage risk, and ensure your personal financial plan is ready for life after the sale.
A will is an important foundation, but most comprehensive estate plans extend beyond a will alone.
Depending on your circumstances, effective estate planning may include:
Our role is to help ensure these components work together as part of a cohesive plan.
For many families, the cottage represents more than an asset. It is a place where memories have been created across generations.
Unfortunately, cottages can also present unique estate planning challenges. Significant capital gains taxes may arise upon death, and family members may have differing expectations about ownership, usage, maintenance costs, and future responsibilities.
We work with families to explore strategies that address tax considerations, ownership structures, estate equalization, and succession planning so that future decisions can be made with greater clarity and confidence.
We serve individuals, families, professionals, retirees, and business owners across Burlington, Oakville, Hamilton, Brampton, Mississauga, Halton Hills, the Greater Toronto Area, and communities throughout Ontario.
We are also licensed in Alberta and British Columbia, enabling us to advise families whose financial lives extend across provincial boundaries.
