Our team is committed to providing you with superior wealth management that is IG Private Wealth Management. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short- and long-term needs. We work with a suite of experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you.

We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.

 

 Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring we are doing what's best for the client at all times. 

Duane Gee


 

 Clients feel well-informed and comfortable after a conversation with our team. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 

Janet Gee

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 experienced regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.