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Investment Planning

Investment planning should do more than place money in a portfolio. It should support your income, tax planning, estate goals, family needs and long-term wealth preservation. Gee Gibson & Associates provides investment planning for clients in the Comox Valley, across Vancouver Island and throughout British Columbia.
 

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. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product. 
 

IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition. 
 

Investing With A Clear Purpose

Your investments should be built around what your money needs to do. For some clients, that means creating retirement income. For others, it may mean preserving capital, supporting adult children, preparing for estate transfer or managing new wealth after a home sale, business sale or inheritance.

We help align your investment strategy with your broader financial plan.

Balancing Income, Growth And Preservation

A strong investment plan considers both today and the future. Your portfolio may need to provide income now, continue growing over time and protect against unnecessary risk.

We help you think through:

  • Income needs
  • Time horizon
  • Risk tolerance
  • Tax efficiency
  • Estate goals
  • Liquidity needs

Reducing Tax Through Investment Planning

Taxes can affect the real value of your investment returns. Investment planning should consider where assets are held, how income is created and when withdrawals may happen.

We connect your investment planning with tax planning, including registered accounts, non-registered accounts, capital gains, investment income and future estate considerations.

If your investments have never been reviewed alongside your tax situation, book a meeting and we'll bring them together.

Request a Meeting

Guidance For High-Net-Worth Families

High-net-worth investment advisors should look beyond performance alone. Your wealth often needs to support multiple goals, including retirement income, family gifts, charitable giving, estate planning and wealth transfer.

We help you understand how your investment decisions fit into the larger picture.

Planning For New Liquidity

You may come to us after a major financial event, such as selling a home, selling a business or receiving an inheritance. These moments can create significant new investable assets and important decisions.

We help you decide how much to invest, how much to keep accessible and how the money should support your future.

Alternative Investments For High-Net-Worth Clients

Alternative investments for high-net-worth clients may have a place in some portfolios, depending on goals, risk, liquidity needs and suitability. We help clients understand how different investment options may fit within a disciplined, practical plan.

Start The Conversation

As your investment advisor, we help you see how your money supports your life, family and future. Book a meeting with us to discuss investment planning that connects income, reduced tax, risk management and long-term wealth goals.

Request a Meeting

Address

  • Gee Gibson & Associates
  • 2100 Guthrie Rd Suite 104
  • Comox, BC V9M 3P6
  • IG Wealth Management Inc.
    Mutual Fund Division

Contact

  • Office: 250-339-2137
  • Cell: 250-266-0356
  • keith.gibson@igpwm.ca

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Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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