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Investment Planning

At Gallant Group, we help build investment plans that fit the life you are planning for, not just the market you are investing in.

Your investments should support your retirement income, tax strategy, risk comfort, and long-term goals.
 

 

Learn more about IG’s investment management team and the portfolio manager selection process. 

Investments With a Clear Purpose

Your portfolio should reflect what you are trying to achieve.

We help align your investments with:

  • Retirement income and long-term planning
  • Wealth preservation and growth
  • Legacy and wealth transfer goals
  • Flexibility for changing life circumstances

A Structured, Evolving Approach

Markets change, and your life evolves. Your investment strategy should adapt.

We provide:

  • Ongoing portfolio review and adjustments
  • Diversification across asset classes
  • Balancing risk and opportunity
  • Guidance through changing market conditions
  • Downturn protection

Tax-Efficient Investing

Taxes can reduce investment returns if not managed properly.

We focus on:

  • Tax-efficient account allocation
  • Timing decisions to reduce tax impact
  • Integrating investments with your broader tax plan

Income and Retirement Integration

Your investments play a key role in supporting your lifestyle.

We help you:

  • Structure portfolios for income generation
  • Balance growth with stability in retirement
  • Coordinate investment withdrawals with other income sources

Access to Broader Opportunities

For many clients, traditional investments are only part of the picture.

We incorporate:

  • Alternative investments for high net worth portfolios
  • Strategies designed to reduce volatility
  • Opportunities that complement traditional holdings

A More Personal Investment Experience

As an investment advisor, our role is to simplify decisions and provide clear direction.

You can expect:

  • Straightforward advice
  • Consistent communication
  • Strategies tailored to your goals

For clients seeking high net worth investment advisors or high net worth investment firms, our approach focuses on depth, coordination, and long-term clarity.

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product. 
 

 

IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition. 
 


Learn more about IG’s Climate Action Portfolios.

Make Your Investments Work With Your Plan

Your portfolio should support more than growth. We can help you review how your investments align with your retirement income, tax strategy, risk comfort, and long-term goals.

Book a Meeting

Ready to take the next step?

Book a meeting with Gallant Group to start a conversation about where you are today, where you want to go, and how we can help you build a plan around what matters most.

Book a Meeting Today

Address

  • Gallant Group Private Wealth Management
  • 1st Floor, 1255 Main Street
  • Moncton, New Brunswick E1C 1H9
  • IG Wealth Management Inc.
    Mutual Fund Division

Contact

  • P: 506.857.8545
  • marc.gallant@igpwm.ca

Connect

 

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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