About Us

Our team of financial professionals are committed to guiding affluent families toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

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Our Process

We build sophisticated and nuanced financial plans to get the most life from your wealth. Our approach is proactive. We synchronize our knowledge and experience with expert legal and accounting advice to protect the blueprint to achieve your goals.

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Giving Back

We give back to the communities in which we live and work. Individually, and as a team, we support many causes. As the Presenting Sponsor of The Annual Volunteer Appreciation Brunch in Guelph, Ontario, we know when the community thrives, we all benefit.

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Our Leadership

 Our advisor(s) clearly understand what is involved in preparing a proper financial plan and in particular, were able to understand and model some peculiar situations related to income received through my business. In addition, their responsiveness, completeness and accuracy of information has met or exceeded my high expectations. With me at the point of retiring and my employment income coming to an end, I'm sure it can be a scary time for many people at this point in their lives, however, with Neil and Matt having prepared a very thorough financial plan for us with a conservative set of assumptions and spent much time going through it with us and discussing it with us, we are very confident and comfortable as we now move into retirement. 

Paul A., P.Eng.

Education Centre

IG Wealth Management |
On Tuesday March 28, 2023, Deputy Prime Minister and Minister of Finance Chrystia Freeland presented the 2023 federal budget, which contains several measures of interest to IG Wealth Management and its clients.
It’s tax season, a time when many people’s thoughts turn towards their tax refund and what they’ll do with it. Should you put it towards your mortgage, add it to your RRSP or make a TFSA contribution? While many financial institutions often recommend one of those options, we might suggest a different one: don’t get a tax refund at all.
According to a recent Stats Canada report, almost 1.4 million Canadian households reported having property rental income. That’s a significant portion of the population.. Given that rents increased on average across Canada by 11% in 2022 (and by considerably more in big cities, such as Toronto and Vancouver), it’s understandable why investing in property is so popular.


IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Want More Life From Your Wealth? Wealth Is Peace Of Mind.

Q1 market review: a strong start to the year

IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.