As your Winnipeg financial advisor, we understand that successful individuals and business owners like you deserve tailored and strategic financial planning to protect what matters most: your life, your business, your future, and your family. We pride ourselves on delivering outstanding customer service, working hard to deeply understand your unique financial needs, and committing to your financial success as if it were our own. Whether you're optimizing retirement savings, preparing your business for success, or planning for your loved ones' future, our financial advisors are here to help make your financial goals a reality. Let's work together to achieve your financial freedom.
Located in the heart of Winnipeg, in Manitoba's tallest building, 201 Portage, we are proud to serve our community's most successful individuals, business owners and families. Our financial advisors craft personalized financial strategies that boost stability, maximize tax savings, and allow our clients to focus on what truly matters to them—beyond just the Winnipeg Jets, of course. As financial advisors, we’re dedicated to enhancing the financial well-being of our neighbours from the city we love and call home. Our services include retirement planning, financial planning, and corporate tax planning, among a wide range of other financial solutions tailored to your needs.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, our financial advisors integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Our financial advisors 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. Our financial advisors will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
