For over 90 years, we have firmly believed that building long-term relationships is the best way to help individuals & families reach their financial goals.
Managing your wealth means more than managing your investments. To effectively grow and protect your wealth takes a comprehensive and integrated approach. As professional financial advisors, we put the focus on clients’ specific needs and then translate their goals, concerns and opportunities into an evolving dynamic plan. With over nine decades of experience our strategies work for everyone. We are skilled in helping clients fully understand their financial status and the impact of impending life transitions for professionals, business owners, and retirees alike. Although our strategies can be complex, the way we explain it is not. Our experienced team has access to IG's regional specialists with expertise in tax & estate planning, investments, securities, insurance protection, lending and business succession, so we can tailor a plan that meets your short and long term goals. We view client relationships as partnerships and we are fully committed to you. In return for your confidence, we promise honesty, integrity and clarity.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW