Jillian Vukovich

RRC, CFP

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Our Team

Our team believes that wealth is about more than investing – it’s about all aspects of your financial well-being, future and legacy. That’s why our clients can expect an exceptional level of personalized service and financial planning expertise that proactively responds to their full financial picture today, and for years to come.

We help affluent Canadians, with a diverse range of personal and professional goals, manage the changing needs of their wealth.

Whether you’re planning for retirement, require complex tax, estate, or business advice, we will provide clarity and peace of mind, so you and your loved ones can enjoy life to the fullest.

Metzger-4341

Jillian Vukovich

Division Director

RRC, CFP

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The Metzger Group

What We Do

Jillian Vukovich & The Metzger Group with IG Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs. Our team has more than 50 years of experience.

Our team will:

  • Simplify your entire financial life
  • Create peace of mind by reducing your financial concerns
  • Guide you through critical financial events
  • Deliver tax-efficient strategies across all aspects that improve your financial position
  • Proactively adjust your plan as opportunities are identified

A holistic view of your wealth and your life

Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.

Optimizing your retirement

We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.

Planning for major expenditures​

We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.

Managing cash flow efficiently

We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.

Preparing for the unexpected

We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.

Maximizing your business success

From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.

Sharing your wealth

Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.

Testimonials

Working with Jillian has been excellent. She is very knowledgeable and has been able to help us not only understand but embrace our retirement plan and goals. She has brought us peace of mind and we no longer worry about not knowing what to do with our finances.
Marc R.
Jillian has been a blessing for us, she explains concepts in a way we understand and feel comfortable with. We never really knew what we were doing before, now we feel in control and confident about our decisions.
Amy and Jay
We have never understood the importance of tax planning before talking to Jillian. She is so thorough and explained tax saving strategies that fit our transitioning farm and family. Jillian not only helped us achieve our goals but saved us from making mistakes along the way.
Bill and Nancy R.
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Contact

Jillian Vukovich

  • 4909 49 St. Red Deer, AB T4N 1V1
  • (403) 343-7030
  • (403) 872-5545

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Investors Group Financial Services Inc.

Trademarks, including IG Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Pennycook & Vukovich are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

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