Welcome to Ken Thomas, John Fitzgerald, Kevin Stulp
Private Wealth Management
Our Private Wealth team provides integrated financial planning to affluent Canadian families and entrepreneurs, with a strong emphasis on tax and estate strategies. We take pride in our personalized approach, ensuring that clients are well-informed before making any decisions.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 80 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
I am writing to offer my highest recommendation for Ken Thomas, financial advisor. I have known Ken for about 10 years. I have had the pleasure of working alongside him while at IG Wealth Management, and I can attest to his exceptional character. I am also, now, a client. Throughout our professional relationship, Ken has consistently impressed me with his loyalty, conviction and integrity. For instance, I have witnessed firsthand his unwavering support of his new hires and team. This is a man who is willing to put himself on the line, in order to stand up for his team, as well as clients. Ken is invested in everyone’s success, which plays a crucial role in achieving your desired financial outcome. Ken is a great communicator and collaborator. He has the skillset and the ability to foster strong working relationships, as well as effectively listen to your concerns. If he can go over and above for you, he will. I believe Ken would be a valuable “asset” to your existing financial portfolio.
- R.J.
The big question was, "could we actually afford to retire?" We met with our IG financial advisor John Fitzgerald, and he showed us that early retirement was going to be a possibility for us; he put our minds at ease. We have been happily retired for four years now—and loving every moment of it. Our financial advisor is now part of a team of IG financial specialists, so we feel we are getting better service than ever. Our plan is still in place and working well for us.
- B. & B.
Kevin has been advising my mother and myself for a number of years. He adds a personal touch and explains investment matters in language that is easily understood, as the world of investing is complicated. I am very happy having Kevin looking after our investments.
Catherine W.