At Esser & Associates - IG Private Wealth Management in Sarnia, we deliver wealth management services tailored for affluent Canadians and business owners striving to achieve their financial objectives. Our team-oriented strategy leverages both local insights and national expertise, ensuring you receive unparalleled guidance and resources. We craft comprehensive wealth management solutions uniquely suited to your specific needs, focusing on optimizing your financial success and managing your wealth effectively.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall wealth management plan is tax-efficient.
Retirement Planning
Transitioning into retirement gives you more time for personal interests, but it requires careful planning to ensure you can support your desired lifestyle. We work with you to create a comprehensive saving and income plan, taking into account your financial situation and future aspirations, to maximize the benefits of your accumulated wealth.
Investment Planning
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.
Estate Planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Insurance Planning
We can help you develop a well-constructed insurance plan that will benefit your current wealth management plan and help reduce the chances of future financial challenges.
Cash Management
Tailored cash and liquidity strategies will increase your flexibility to help you seize opportunities as they arise. By examining your cash flow and borrowing requirements, within a holistic financial plan, we will provide wealth management solutions that address your current lifestyle and goals for the future.
Wealth Transfer
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable wealth management plan.
Charitable Giving
There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall wealth management plan. A carefully constructed giving plan can benefit both you and the causes you care about.
Business Succession
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. With solid wealth management strategies, we can help you navigate the key decisions to help you achieve your goals.