Every piece of your financial world working together, backed by clear guidance that has been trusted for generations.
We exist for those whose financial lives have outgrown “simple.” If you run a business, hold multiple corporations, manage family trusts, or think in generations (not quarters) you’re in the right place.
What We Offer:
• deep expertise across planning, corporate structures, investments, insurance, estate strategy, and giving
• one coordinated plan that looks at your whole financial world
• clear guidance and consistent follow-through
• a high-level of care and attention
Many of the families we work with in Edmonton, St. Albert, Calgary, Kelowna, and Salmon Arm have been with us for years—sometimes across generations. It comes down to care and consistency.
We take the time to understand the people behind the numbers, keep plans steady as roles and responsibilities shift, and stay close through transitions like retirement, business changes, estate decisions, and family milestones.
That long-term trust is something we never take for granted.
We treat your wealth like one connected story. Cash flow, tax, corporations, estate, insurance, investments, and giving all sit inside one plan, shaped together.
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.
It’s very important to me that the people in my life not only be good at their profession, but that they be good people as well. In Brent, I can trust that my investments are properly handled, and that he is always going to proceed in an ethical manner that I can be proud of. To me this means I’m in the right hands with Brent.
Download our free special report for more information on how we can help you get a firm grip on your retirement income and ensure you live your retirement on your terms.
