Welcome to Kaiser & Associates Private Wealth Management
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
With an enhanced team-based approach that provides both local and national industry expertise, Kaiser & Associates Private Wealth Management provides you with an elevated level of advice and resources. 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. 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 plan is tax-efficient.
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.
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.
Who We Serve
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
Kevin and his team have earned my complete trust and confidence, as they have guided me through all aspects of retirement and estate planning. We review our plan every year to ensure we are on track with all of our long-term goals.
IG Living Plan Snapshot
Are you on track to meet your financial goals? Take the IG Living Plan Snapshot to find out. Answer a few questions, and get a financial well-being score and personalized recommendations that shows how prepared you are.
Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.
Are You Planned for the Unplanned?
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes.