We are one of the few IIROC licensed teams in the Okanagan. With an enhanced team-based approach that provides both local and national industry expertise, we provide you with an elevated level of advice and resources. We provide comprehensive wealth management solutions, and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
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.
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.
(*Offered through Investors Group Securities Inc.)
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.
Cash and Liquidity Management
Tailored cash and liquidity strategies will increase your flexibility to help you seize opportunities as they arise. By examining your cash flow and borrowing requirements, within a holistic financial plan, we will provide solutions that address your current lifestyle and goals for the future.
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.
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall financial plan. A carefully constructed giving plan can benefit both you and the causes you care about.
Intergenerational Wealth Transfer
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
Post-Secondary Education Planning
Post-secondary education costs could be an important factor in your family’s overall financial picture. Whether you’re planning for your children or grandchildren’s future, we can help you determine the education savings strategies that make the most sense for you