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.
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:
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.
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.
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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.