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.
You can never have “too much” investment performance.
A major contributor to reaching your financial goals is your investment portfolio, and its ability to provide you with the performance needed to reach those goals.
I’m happy to inform you that IG offers dozens of top-performing investment solutions, 59 to be exact, that are rated four or five-star by Morningstar – a data driven measure of how much return an investment solution provides compared to similar solutions.
IG’s investment performance is made possible by our disciplined investment approach. We know the best investment talent is not confined to any one firm or geography, and so we search the world for proven and trusted asset managers and bring these asset managers to our clients and their portfolios.
Click here to see our Top Performing Funds.
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.)
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.
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 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