Saskatchewan
Financial Planners
Reduce Tax
Invest Smarter
Optimize Income
Why R.H. Kilburn & Associates?
Not all financial advisors are created equal.
CFP® PROFESSIONAL
CFP certification is considered the standard for the financial planning profession worldwide. CERTIFIED FINANICAL PLANNER professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
INTEGRITY
We adhere to FP Canada Standards Council™ Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals place their clients’ interests first. Our team prides ourselves on conducting business on the principals of honesty, professionalism, complete disclosure and transparency.
LONGEVITY
The Kilburn family is the 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, you can trust your finances are in good hands.
GIVING BACK
Community matters. Our team’s community involvement includes charities like: Saskatoon Council on Aging, Telemiracle, Little Bald Angels, Run for The Cure, Boys and Girls Club of Saskatoon, the Jingle Bell Run, The Global Gathering Place, environmental groups and community boards.
As your advisor, our job is to give you answers to your financial planning questions, in plain English, so that you can make educated and informed decisions about your retirement.
This website will walk you through our no-cost, no obligation process for showing you exactly how our team can help make your retirement a success and why we will insist that you Sleep On It before making a decision. Learning our process will also give you a framework by which to evaluate other firms you may be considering.
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
Financial Planning Services
IG Living Plan Snapshot
Retirement Income Planning
Tax Planning
Estate & Beneficiary Planning
Insurance Optimization
Investment management