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

Neil Mahnke |
Categories
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.
IG PRIVATE WEALTH MANAGEMENT |
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Neil Mahnke |
Categories
There are a variety of life insurance policy options that you can choose from, with each designed for the specific needs of the insured.

Videos

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Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.