You are age 50+.


You have over $500,000 in retirement savings.


But you have questions…


How do I safely create a tax-efficient, lifelong income?
Are my investments suitable for retirement?
How do I reduce my taxes in retirement?

You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time.

We will help you formulate a Living Plan that, in plain English, answers what you need to do to achieve your financial goals, improve your retirement plan success, lower taxes and optimize your investments. 

Interested in Working Together?

Our complimentary 3-Step process to help you evaluate our services and make an informed decision about working together.

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What We Do

Our team has more than 15 years combined experience in tax and retirement planning, and our expertise is complemented by that of IG Private Wealth Management’s team of tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we’ll create a Living Plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

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Retirement planning

Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.


Client stories