Welcome to Vaillancourt & Associés Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day.
With an enhanced team-based approach that provides both local and national industry expertise, Vaillancourt & Associés Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Paul and his team took over our portfolio when we retired. Through a number of discussions, he carefully explained ideas for our investments and ensured that we understood his strategies. When our parents passed away, Paul and his team offered creative investment strategies for the additional funds with the goal of guaranteeing a comfortable future for our son.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
