Helping successful families and business owners turn hard-earned wealth into a thoughtful plan for retirement, transition and legacy.
Many people first come to us with investment statements from their bank financial advisor or another financial institution. They may be paying fees, but they’re not always clear on what they’re getting in return.
We believe financial planning should go further than your portfolio.
As your Prince Edward County and Belleville financial advisor, our role is to help you coordinate all of the parts of your financial life into a single comprehensive plan. That includes retirement income, investments, tax planning, estate planning, insurance, business transition and the decisions that affect your family over time.
Investments matter, but they should fit inside a larger plan. We want you to understand where you stand today, where you’re heading and what decisions can help you get there.
For more than 30 years, we’ve helped people across Belleville, Prince Edward County and the Quinte region make thoughtful decisions about their wealth, retirement and family’s future.
Our practice has grown through long-standing relationships, referrals and deep trust in the community. Based in Belleville and closely connected to Prince Edward County, we work with clients in Picton, Wellington, Trenton and surrounding communities.
Many people come to us because they want advice that feels both comprehensive and personal. They want someone who can explain complex topics clearly, respond when questions come up, follow through on what was promised and understand the realities of living, working, retiring and running a business in this region.
That’s what we aim to provide: local connection, plain-language advice and financial planning that brings the full picture together.
Our services are generally best suited for clients with at least $500,000 in net investable assets, although every situation is considered individually.
Many of the families we work with have more complex planning needs. They may have significant investment assets, corporate assets, land, real estate, pensions, inheritances or wealth they want to pass on thoughtfully.
Your financial life has a lot of moving parts, and each decision can affect the next. We help bring those pieces together so your plan feels clearer, more coordinated and easier to act on.
Whether you’re preparing for retirement, managing family wealth, planning a business transition or thinking about what you want to leave behind, our role is to help you make thoughtful decisions with the full picture in mind.
You’ve worked hard to build your wealth. Now you need a plan for turning it into reliable retirement income. We help you understand when you can retire, how to draw income, how pensions, CPP and OAS fit in, and how to make tax-aware decisions that support your life, spouse and family.
A Belleville financial advisor can help bring together retirement income, investments, tax planning, estate planning, insurance, business succession and family wealth decisions. The team’s approach is built around the full financial picture rather than treating the investment portfolio as a separate conversation.
An investment advisor generally focuses on how your money is invested, while a financial planner looks more broadly at how those investments fit with your retirement, taxes, estate, insurance, business interests and family priorities. For clients with more complex wealth, the two areas should work together rather than independently.
Many clients first come to the team with investments held through a bank or another financial institution but want a more comprehensive planning relationship. Rather than focusing primarily on the portfolio, the team helps coordinate investments with retirement income, tax, estate planning, insurance, business transitions and other important financial decisions.
A CERTIFIED FINANCIAL PLANNER® professional takes a broader view of your financial life, helping connect areas such as retirement, investments, tax planning, insurance and estate goals. For clients with significant or more complex wealth, that planning-first approach can help ensure individual financial decisions support the same long-term direction.
IG Private Wealth Management may be well suited to families and business owners whose financial lives have become more valuable or complex. The team generally works with clients who have at least $500,000 in net investable assets and may also have corporate assets, real estate, pensions, inheritances, land or significant estate and family wealth considerations.
Yes. The team works with clients in Wellington, Picton and communities throughout Prince Edward County, as well as Belleville and the broader Quinte region. Clients can access local, plain-language advice while still receiving comprehensive planning around retirement, investments, tax, estate planning and family wealth.
Ideally, a business exit strategy should begin well before a buyer is involved or a retirement date is set. Early planning can help you think through what the business may be worth, potential tax implications, corporate assets, succession options, retirement income and how business value will eventually become personal wealth.
For many owners, much of their wealth is tied to the company. A financial advisor can help connect a future sale or transition with retirement income, investments, tax planning and estate goals so the value created inside the business can support life after ownership.
As retirement approaches, investments often need to do more than grow. Your portfolio may need to provide income, manage risk, account for inflation and work alongside pensions, CPP, OAS, taxes and estate goals. Investment planning should therefore be built around the role your wealth needs to play in your broader retirement plan.
Look for a financial advisor who takes the time to understand more than your investments. For clients with complex wealth, that can mean considering retirement income, taxes, estate planning, insurance, business interests and family priorities together, while also providing advice that is clear, responsive and easy to act on.
