Trusted financial planners
Are you a successful business owner, a female entrepreneur, or part of an affluent Canadian family? As your Vancouver financial planners, serving Canadians from coast to coast, our services are designed to meet the unique needs and aspirations of individuals like you. Whether you're navigating the twists and turns of your career or managing personal wealth, we're here to guide you every step of the way. Let's make sure your financial future is as bright and promising as your present.
Blue collar business owners
From inception, through restructuring, to the sale of your business, we collaborate with business owners and entrepreneurs across multiple sectors to cultivate and safeguard the value in their enterprises. At McKenzie, Hoover, McPhee, Russell Private Wealth Management, our financial planners are dedicated to ensuring that the business you've built continues to support your lifestyle into retirement and beyond. Operating a business in Canada, whether independently, as a partner, or as a corporate stakeholder, involves complexities that necessitate expert financial planning. We're here to align your business goals with your personal financial dreams.
Women
The financial health of women is shaped by factors including living longer, retiring earlier, pay disparities, and time out of the workforce for care giving. These factors mean that the average woman will earn and invest less over her lifetime compared to the average man and spend more time in retirement. Your IG Living Plan considers all these elements to provide you with security today and for the future, ensuring your financial well-being is in expert hands.
Affluent Canadian families
Our financial planners take a multi-generational approach to managing family wealth, advising clients on tax-efficient strategies for asset transfer and preparing the next generation for potential sudden-wealth events like inheritances. We facilitate discussions that synchronize family goals and expectations, ensuring the wealth planning needs of all family members are comprehensively met by our skilled financial planners.