You are successful but realize that there is more to life than being a slave to the day-to-day complexities of administering your financial affairs. Our clients delegate financial matters so they can focus on what is important to them. They enjoy simplicity, freedom and the peace of mind that comes from having their financial assets under the watchful eye of a trusted advisor providing professional oversight and coordination of all personal financial affairs.
They are serious about meeting their financial and life goals and appreciate the candid truth regarding their financial future - no matter what.
We know our limits. Our practice is dedicated to serving 100 affluent client families where we can help you make a difference to your current family and future generations.
Our Solutions
No two clients are the same. That is why we provide comprehensive solutions specifically tailored for your unique needs to manage your wealth and achieve your goals.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we aim to integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Investment Planning*
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. (*Offered through Investors Group Securities Inc.)
Estate Planning
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.
“The investment advice, and the comprehensive financial planning have given my wife and I a greater sense of security. The guidance David has given us has been very valuable and greatly appreciated. It has given us a greater sense of comfort regarding our future, not only financially.
Our relationship with David has covered many areas, from investment allocation to tax strategy, insurance planning and estate planning. We couldn’t have done this effectively by ourselves. Besides having strong financial and planning skills, we highly value David’s integrity. Last but not least, he’s also a fun guy to talk to.”
George and Margo (clients since 2001)