“Ever since we met them, Pascal and Charles from IG Private Wealth Management have provided us with comprehensive, tailor-made assistance and an exceptional level of care.”
“Rod Gibbings has been my financial planner for over 20 years. I can say with certainty that I would not have been able to retire at 56 if Rod had not been navigating through the economics of life with me. “
“Corey did a comprehensive evaluation of our current situation and our goals in retirement, leading to a long-term financial plan that incorporates tax and estate planning strategies.”
"James manages my mother's investments and estate planning. This has provided me with a sense of security, knowing that her estate is managed by a knowledgeable and professional advisor."
“After 27 years, a lot of frustration and suspicion our finances were not well managed, we met Mr. Manzo who patiently and thoroughly went through our money mess.”
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January 21, 2019
2018 Year in Review
This past year was a wild one. We review what happened over the last 12 months.
November 12, 2018
Your wishes. Your way.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
October 10, 2018
Estate planning for blended families
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.
Meet our thought leaders
