• What should I look for in a Moncton financial advisor?

    A Moncton financial advisor should be able to look beyond investments and understand how the different parts of your financial life work together.

    That may include retirement planning, tax strategies, estate planning, insurance, investment management, and wealth transfer. For people with more complex financial needs, it’s also valuable to work with an advisor who takes a comprehensive financial planning approach and can coordinate with your other professional advisors when needed.

  • What does Moncton financial planning typically include?

    Moncton financial planning can include retirement planning, investment management, tax-efficient strategies, insurance, estate planning, cash flow and planning for the transfer of wealth to the next generation.

    The planning process should evolve as your life changes, helping you make informed decisions as you approach retirement, sell a business, receive an inheritance or begin thinking about your legacy.

  • How can a financial advisor help with wealth transfer?

    A financial advisor can help you think through how your wealth may eventually pass to your spouse, children, grandchildren or charitable organizations.
     
    Effective wealth transfer planning may involve coordinating investments, insurance, tax strategies and estate planning while working alongside your accountant and lawyer where appropriate.

  • What’s the difference between working with a bank financial advisor and a private wealth management team?

    A bank financial advisor may provide financial advice and investment solutions through a particular financial institution. A private wealth management team may take a broader planning approach, particularly for individuals and families with more complex financial circumstances.
     
    When comparing your options, consider the depth of financial planning provided, the advisor’s experience with clients like you and whether they can coordinate the different areas of your financial life.

  • What does a financial consultant do?

    A financial consultant is another term commonly used for a professional who provides guidance on financial decisions. Depending on their role, that may include investments, retirement planning, insurance, tax considerations and estate planning.

    The most important consideration is the professional’s qualifications, experience and ability to develop a financial strategy around your individual circumstances.

  • When should I work with a Moncton financial planner?

    A Moncton financial planner can be particularly valuable when several financial decisions start to overlap. That might happen as you approach retirement, build significant savings, own a business, receive an inheritance or begin planning how your estate will eventually be distributed.
     
    Comprehensive financial planning can help connect these decisions rather than treating each one separately.


     

  • What is IG Private Wealth Management?

    IG Private Wealth Management provides wealth management and financial planning services for affluent Canadians with more complex financial needs. Clients can access investment planning as well as support in areas such as retirement, tax planning, estate planning, insurance and intergenerational wealth.
     
    For clients in Moncton, the focus is on bringing these different areas together within one coordinated financial strategy.