Jillian Vukovich

RRC, CFP

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Philanthropy Planning
We can help unlock tax-efficiencies and plan for the people and causes you care about.

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

Senior Financial Advisor

RRC, CFP

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Ryan Metzger

Senior Financial Advisor

CFP

Greg Swenson

Senior Financial Advisor

CFP

Michael Salmon

Junior Financial Advisor

Frank Sommer

Living Planning Specialist

Joanne Dewan

Executive Assistant

Julie Smith

Executive Assistant

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.

Contact

Jillian Vukovich

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Investors Group Financial Services Inc.

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.

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 brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; 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 Broker in Quebec, 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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