With an enhanced team-based approach that provides both local and national industry expertise, McKenzie, Hoover, McPhee, Russell Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Retirement Planning
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve - to ensure your plan today meets the needs of your tomorrow. Your retirement plan should keep pace with your life.
First, we'll take the time to clearly understand your goals and objectives to create a comprehensive plan with customized strategies.
As your retirement savings grow, we’ll identify additional opportunities to create financial flexibility with tax-efficient strategies.
We will proactively monitor your strategy to determine income gaps, ensure asset sustainability, and suggest appropriate product or planning alternatives.
Tax Planning
As your wealth grows, your tax situation typically gets more complex. Our holistic planning approach helps you create a financial plan that not only achieves your financial goals but also helps minimize your overall tax burden – both now and in the future.
Investment Planning
It takes a careful mix of expert financial knowledge and agility to get the best from today’s markets. That’s why IG Wealth Management has developed iProfile, a managed asset program that helps investors maintain optimal diversification among different asset classes and management styles based on their personal preferences and investment goals.
Insurance Planning
Insurance provides more than just peace of mind and security. It’s also an opportunity to save more for retirement or leave more of your wealth, tax-free, to the people and causes you care about most. Whether you own life insurance personally or in a professional corporation, you can use insurance to build your wealth through tax advantages and income strategies.
Estate Planning
As a medical professional or high net-worth individual, you have unique requirements and significant assets to manage. Incorporation can also add a level of complexity to estate planning. We can help you take the right steps to minimize the impact of taxes on your estate, while ensuring your wishes are fulfilled.
Business Succession
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
Charitable Giving
It’s rewarding to be in a position to help others in a significant way – all it takes is proper tax and estate planning. With a strategic, tax-efficient approach to charitable giving, you can maximize the benefits and ensure your giving is as impactful as possible.
Intergenerational Wealth
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.