Proudly based in our hometown of Sarnia, Ontario, we understand that high-net-worth individuals and business owners like you require a unique approach to financial planning. Our dedication to excellence, personalized approach, and unwavering commitment to your financial success set us apart. As your Sarnia financial advisor, we're passionate about helping you live your best life, whatever that looks like for you. Maybe it’s knowing your nest egg will last as long as you do, or maybe it’s setting up a legacy for your loved ones. Whatever freedom means to you, we’re here to help make it happen.
As your financial advisor in Sarnia, we build plans that dynamically reflect your evolving financial needs, aiming to bolster your confidence in your overall financial health. Our approach is proactive and synchronized, leveraging extensive experience and insights gained from years of serving diverse clients. Trust us to craft a plan that not only meets your current financial goals but also anticipates future needs.
Based in the heart of Sarnia, we take pride in serving our community’s successful individuals and families. As your dedicated Sarnia financial advisor, we develop personalized strategies to enhance financial stability, optimize tax savings, and ensure our clients can prioritize what matters most to them (and we're not just talking about bridge fries and shopping trips over in Port Huron), all from the city we love and call home.
With an enhanced team-based approach that provides both local and national industry expertise, Esser & Associates - IG Private Wealth Management provides you with an elevated level of advice and resources. As your Sarnia financial advisor, we provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. How do we help as your Sarnia financial advisor? As part of a holistic planning approach, we integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Find out how tax planning is made easier with a financial advisor in Sarnia
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Learn how a Sarnia financial advisor can improve your investment planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning. Our financial advisors in Sarnia will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Discover the benefits of estate planning with a Sarnia financial advisor
I have known Robert Esser of IG Wealth Management for approximately 16 years. He is professional, knowledgeable, and a leader among his peers. He cares deeply for both his clients and his community. Robert recently presented information to the agents at EXIT Realty Twin Bridges- we were impressed with the information which was clear, concise and applicable to our business. I highly recommend having Robert and his team present to your company and/or group.
