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.

Our Solutions

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.

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 plan is tax-efficient.

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.

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.

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Our Approach

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. 

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Giving Back

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.

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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.

Tammy, client since 2001

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Education Centre

One of the most important documents you should have as part of your estate plan is an up to date power of attorney, otherwise known as a protection mandate in Quebec. This is a document that gives someone else the power to make financial decisions on your behalf if you are unable to. Needless to say, you need to give special consideration to whom you appoint as attorney or mandatary.
IG PRIVATE WEALTH MANAGEMENT |
With an increasingly aging population, issues around providing services, including financial advice to seniors, are becoming more important. While attention is often focused on funding retirement and wealth transfer to the next generation, susceptibility to fraud often goes unnoticed.
IG PRIVATE WEALTH MANAGEMENT |
Our sustainability strategy keeps us focused on what matters most to our business and our stakeholders, and seeks to accelerate positive change in areas where we – as wealth and asset managers – can make the greatest impact.

Videos

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.

Sustainable Investing

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.