Retirement Planning For Individuals Over Age 45
Reduce Tax
Invest Smarter
Optimize Income
We take pride in our exceptional service, genuine client care, expert advice, and measurable value.
CFP® PROFESSIONAL
Less than 25% of Financial Advisors are CERTIFIED FINANICAL PLANNER® Professionals.*
*Source: www.cfp.net, www.cerulli.com
INTEGRITY
We adhere to Standards of Professional Responsibility, including a Code of Ethics and Rules of Conduct all CFP® professionals must follow.
FEE - BASED
Unbundle your cost of investing and advisory fee to increase transparency and reduce conflicts of interest.
LONGEVITY
Longest running financial planning practice at IG Wealth Management with a combined 120 years of service and excellence between Richard, Theresa, Michael and the Kilburn family.
Retirement Planning Case Studies
Learn more about the people we serve
(Note: These case studies are hypothetical, do not involve an IG Private Wealth client, and should not be construed as a guarantee.)
Work Optional
Mark and Jennifer don’t have a set retirement date. Not because they can’t retire, but because they’re not sure when (or if) they want to stop working. Mark is a tenured professor at the U of S and Jennifer is a respected physician. They both enjoy their careers — their work adds value...
Case Study #1
Retired
Dan and Laura recently retired from rewarding careers and have lots of plans for the future. They want to ensure that their retirement plan not only enables the lifestyle they have envisioned in retirement but that they have a plan to make sure they never run out of money. Reducing taxes, improving...
Case Study #2
Nearing Retirement
After accumulating wealth throughout the years at Sasktel, Carol began thinking about retirement. She currently holds a variety of investment accounts, PEPP pension, RRSP and TFSA account. She has three adult children (one still in college) and two grandkids. Carol lives modestly...
Case Study #3
Selling the Business
After 30 years of running a successful second generation autobody shop in Regina, Paul & Samantha have decided it is time to hand over the reins to their son, Jake. They want to receive fair market value for their business and at the same time want to be sure Jake won't be burdened with monthly debt...
Case Study #4
Divorced
The thought of starting over had never crossed Judy's mind. So when this major life transition was pushed into the spot light, Judy's first reaction was to reach out to her trusted family and friends for emotional support Once the initial shock had settled, Judy began to put the pieces..
Case Study #5
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