Let’s start this journey together

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

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Our commitment to you

 

Don’t settle for an advisor who only recommends an investment portfolio. You deserve an advisor who takes into account every aspect of your financial life. We’re committed to providing you with:

  • Access to investment products, which help your money grow faster.
  • Tax planning to help you keep more of what you earn.
  • A mortgage strategy that helps you reach your financial goals faster.
  • Estate planning advice, to ensure that all your wishes are carried out.
  • Retirement income strategies so you can enjoy your lifestyle today and in the future.
  • Regular, proactive reviews of your Living Plan to ensure it meets your goals and your needs. 

 

 

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What true financial advice looks like

Comprehensive financial planning is about managing every aspect of your financial life. Clients tell us that our advice helps them grow their money faster, pay less in taxes and feel more financially confident.

 

We use the IG Living Plan framework, which covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses. We also help business owners maximize their success by integrating personal and business financial plans to enhance their overall financial health.

FEATURED GUIDE

Create your retirement income plan

This step-by-step guide will help you simplify your various sources of retirement income, minimize taxes and develop the right retirement savings withdrawal plan for your unique situation.

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FEATURED PODCAST

The Living Market podcast

Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.

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A real financial plan

 

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

What to expect

During our first conversation, we’ll discuss:

  • What matters to you and your family, including your values, concerns and goals.
  • Our comprehensive approach to financial planning, which goes beyond investments to include strategies for reducing tax and helping your investments grow faster.
  • Any questions you might have and our next steps.

Request a meeting to get started.