In an ever-evolving financial world, I am here to help sort the confusion and clutter for clients so they can make well-informed decisions for their wealth today and provide for generations to come. Building wealth through generations involves great tax strategies combined with effective wealth management. We plan for success and prepare for the unexpected.
I work with people, not "high net worth clients", because I don't believe clients are defined by their wealth. They are family-loving people with goals and expectations for their lives. Many are philanthropists and some want to be more involved in their community. Some are retirees that have looked for estate-planning advice or want to know that their incomes will last. Others are getting close to retirement and want to know how that transition will work and how to effectively create paycheques and "playcheques" during their retirement years while minimizing tax.
If you have identified with any of these people, we should talk. I look forward to speaking with you.
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
When markets are turbulent, it’s important to keep a long-term focus on your financial goals, including your estate planning needs. Discuss the benefits of a well-structured estate plan, along with critical tax considerations and other key planning decisions.
Jul 7, 2020 - Jul 7, 2020
Kelowna, BC V1Y 0B5
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.