Empower generations, elevate impact
Financial planning goes beyond just meeting immediate needs and retirement; it can also focus on creating a lasting positive influence that benefits your family and the broader community for generations. By integrating values-based objectives into your financial strategies, you ensure that you can help make a meaningful difference in the world.
Transitioning family wealth
Effective communication and education are essential for the successful transfer and preservation of family wealth. We craft plans that enable giving both during your lifetime and through your estate. Additionally, we can help facilitate sensitive family discussions and prepare your heirs for their future responsibilities and inheritance.
Strategic charitable giving
Charitable giving is a powerful way to support your values and aspirations for a better world. At McKenzie, Hoover, McPhee, Russell Private Wealth Management, we recognize the profound impact that your generosity can have on both the causes you are passionate about and your own family's legacy. We assist you in creating a tax-efficient giving strategy that maximizes your philanthropic efforts, ensuring your contributions make the most significant impact possible.
Estate planning
Estate planning can preserve and grow your wealth while also ensuring it contributes meaningfully beyond your lifetime. We are committed to guiding you through the complexities of estate planning with care and strategic foresight, helping you secure a legacy that reflects your deepest values and intentions.
Sustainable investing
Since 1926, IG Wealth Management has pioneered responsible investment strategies that not only maximize returns but also contribute positively to the world. Today, this includes adopting sustainable investment principles that benefit both your portfolio and the planet, ensuring prosperity for current and future generations.
