Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as Regional Insurance, Wealth and Mortgage Planning Specialists.

 

 Clients deserve the best service possible, and we take great pride in providing it to them. We put ourselves in their position and take what is complex and make it simple. 

Colin Popham, Associate.


 

 Clients feel well informed and comfortable after a conversation with any Kaiser & Associates team member. They appreciate knowing how important they are to us. 

Sue Kukat, Executive Assistant.


 

Our Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Mortgage Planning Specialist, I.G. Investment Management Ltd.