With over 20 years’ experience in the financial services industry, our team provides synchronized wealth management solutions to high net worth clients and their families with minimum investable assets of $250,000*.
Our comprehensive approach addresses every aspect of our client’s personal financial picture including:
Charitable giving options
Personal and corporate investment management
* Although our services are typically reserved for high net worth clients, we will consider newer professionals or business owners with high incomes looking to establish early financial planning relationships.
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
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.
The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.