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.

Learn more  

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. 

Learn more  

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.

Learn more  

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

Read more

Education Centre

Several measures were introduced during 2020 to help Canadians navigate the economic impacts of COVID-19. Often these measures included cash payments. This article provides an overview on what government assistance may be taxable to you or your loved ones.
A core component of your retirement plan is the CPP retirement benefit (or Québec Pension Plan for Québec residents, which mirrors many aspects of the CPP). CPP offers flexibility as to when payments can begin, which affects how much you could receive. Familiarizing yourself with CPP provisions can help you decide when to start payments and optimize the benefit throughout your retirement.

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 Responsible Investing (SRI)

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.