About us
Our Team Goals
We are a wealth advisory team helping high net worth families and business owners since 1993. With more than 65 years of combined experience, our commitment to you as clients is to make your interests our top priority. We look forward to working in partnership with you.
We create individualized plans
that will:
Recommend Savings Strategies
Control Expenses
Reduce Taxes
Anticipate Cash Flows
Protect Net Worth
Organize Estate Affairs
What People Say
Don’t take our word for it – here’s what others have said:
“Glenn is the epitome of leading by example in our region – not only does he lead our region annually virtually all measurable categories, he does so with humility and a genuine caring behaviour which has helped him build a very successful financial planning practice. The role of a Certified Financial Planner is often misunderstood until you actually sit down with Glenn, who simply removes the burden of financial worry both today and when looking into the future.”
Kevin R.
IG Wealth Management