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Expert financial planning that puts your goals first.


At IG Wealth Management, our journey began with a mission to empower individuals and businesses to achieve financial success.

 

We combine decades of expertise with innovative strategies, always placing your unique goals at the heart of our approach. Your story is our story, and we're here to help you navigate your financial journey with confidence and peace of mind.

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Your Wealth Management Team

Meet your dedicated team! Together, they bring a wealth of experience and specialized knowledge to provide a complete financial service offering. By combining expertise in financial planning, wealth management, and securities, they ensure that every aspect of your financial journey is expertly managed and tailored to your unique goals. Their collaborative approach guarantees a seamless, comprehensive service experience.

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Our Services

Core Services

01

Holistic Financial Planning

Our comprehensive financial planning services cover all aspects of your financial life, including retirement, estate planning, and tax optimization. We create personalized strategies that minimize your tax liabilities while aligning with your long-term financial goals, ensuring a secure and prosperous future.
 

03

Business & Succession Planning

We provide specialized financial planning for business owners, integrating your business structure into your overall financial strategy. This includes succession planning to ensure a smooth transition or sale of your business, safeguarding its future and your financial security.

02

Investment & Wealth Management

We specialize in growing and protecting your wealth through tailored investment strategies. Our approach involves creating diversified portfolios that match your risk tolerance and financial objectives, helping your investments work efficiently and effectively over time.

04

Risk Management & Insurance

Protecting your wealth is just as important as growing it. Our risk management services include a thorough assessment of your insurance needs, ensuring you and your assets are safeguarded against unforeseen events, providing you with peace of mind.

As a business owner nearing retirement, I needed guidance on how to secure my financial future. Alastair and his team took the time to understand my goals and crafted a plan that aligns perfectly with my business and personal wealth. I feel confident about my retirement strategy and my ability to protect my legacy.

Marc T.

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Your IG Living Plan

A financial plan in our practice is a personalized roadmap that evaluates your current financial situation and outlines strategies for achieving your goals. It includes comprehensive analysis and advice on tax planning, investment management, estate planning, retirement planning, and risk management, tailored to adapt as your life and needs evolve.

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Request A Consultation

IG Wealth Management

#100 - 37 Richard Way SW

Calgary, Alberta, T3E 7M8

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