IG Private Wealth Management has developed a sophisticated, more focused, approach to managing the wealth of affluent Canadians like you.
Wanner and Associates has refocused their approach, providing holistic financial planning for executives, professionals, business owners and pre-retirees who wish to take a collaborative approach to financial planning.
Our team of investment, tax, and estate specialists, will take the time to understand your needs. We will design, monitor and adjust your customized plan.
We have the expertise to help you fully understand your financial status and the impact of impending life transitions. We bring order to your financial life by developing a strategy that ensures your best interests. Our client relationships are partnerships.
Our goal is to create a unique and flexible wealth management strategy to support your immediate needs and long term goals.