An investor has individual needs and goals for their money, so we provide a bespoke and elevated approach to investing. While many advisors offer the same investments as we do, few offer the planning and peace of mind. We pride ourselves on providing the highest level of service to our clients and ensuring that they obtain total financial independence.
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:
National Philanthropic Day Award (2022)
Presented by the Association of Fundraising Professionals Edmonton & Area Chapter, and recognizes people, companies and groups who have engaged in acts of charity, and in giving of their time, talent and resources to ensure that the immediate needs of vulnerable populations within our community are being met.
Humanitarian Award, IG Wealth Management - Edmonton Gateway (2020)
The Humanitarian Award recognizes an individual who demonstrates extraordinary community services. This person is a great supporter of not only the community as a whole, but also the region, by giving his or her time to develop a culture of community spirit.
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
For all media inquiries and bookings for speaking engagements, please contact us at salsbury.team@igpwm.ca.
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