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Simonson Team Private Wealth Management

At Simonson Team Private Wealth Management our mission is to make the world a better place through values-based financial planning, sustainable investing, and philanthropic planning. We work from the Edmonton area and serve clients in Alberta, British Columbia, and Ontario. We are proud that our client base includes people of all shapes and sizes, gender identities, sexual orientations, and races. We’re also comfortable dealing with unconventional relationship structures.

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.

Business owners and entrepreneurs

Business owners and entrepreneurs

Health care professionals

Health care professionals

Families

Families

Executives

Executives

Pre-retirees and retirees

Pre-retirees and retirees

What we do

Our team has four decades of 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.

Estate and legacy planning

We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.

Charitable giving

Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way.

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.

Business succession planning

You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.

Retirement planning

Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.

IG Private Company Advisory

As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company’s specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart.

Estate and legacy planning

Charitable giving

Tax planning

Business succession planning

Retirement planning

IG Private Company Advisory

What our clients say

Rather than acting on a "pull service," Hal "pushes" information and recommendations; this is invaluable in a busy time and world when thinking about the markets is the last priority on my mind. He has provided written plans and analyses, and has been a cornerstone in continuity by keeping in contact with me several times a year, regardless of the state of the markets.

- Dr. R.C.A.

Hal has worked with our family for two decades now. He initially helped us develop an investment and insurance plan that addressed our needs. He provided us with expert advice, but he also provided us with detailed information and additional analysis when we asked for it.

Hal contacts us several times a year to ensure we are comfortable with our plan, we understand the markets' implications on our portfolio, and to confirm any changes in our family's financial circumstances. We also take the time to do a formal annual review of our portfolio, and confirm our long-term financial goals.

Hal's personal service ensures we always feel like his most important client.

- Chris and Danielle L.

I first sought Hal's advice prior to my divorce settlement. I was distraught and unsure of how my financial future would look. By providing long term projections and developing an investment strategy chosen to suit my personal comfort level I can breathe easier.

Hal provides exceptional personalized service by listening and responding to my needs. I would recommend Hal's services to anyone wishing to take a proactive approach to investing in their future. Thank you.

- Shawna B.

We would like to thank you for the high quality of service that you have provided for Gerry and I over the past 20+ years as our financial advisor.

We have felt confident in the advice that you have provided for us in our financial undertakings and appreciate your attention to detail. The frequent meetings that we have had and the written analysis that you have provided for us have allowed us to plan for our future retirement while maintaining a comfortable financial standard of living.

You have provided excellent service not only for Gerry and I but also for my parents and our children. We are assured that you and IG as a whole have our best interests as your goal.

- Cindy and Gerry C.

Our relationship with IG Wealth Management and Hal began in 1996 and started based on our belief that IG is a strong, well-structured company, well suited to the needs of investors today. Hal keeps in regular contact with us, several times a year, regardless of the state of the markets and provides written plans and analyses for our own continued reference. Hal has always been available in the short term, over the phone or in person, if we would like a consultation or have a minor question. We have appreciated his commitment to, and focus on, the needs of families. Hal’s knowledge of, and access to, the wide variety of investment, banking, and insurance products, services, and specialists from IG and their partner companies has been so helpful to us over the years. We only need to have one primary contact person to access so many services. Hal’s service has been commendable and is his representation is highly recommended!

- Andrew and Mary S.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

Contact

Simonson Team Private Wealth Management
780-400-4311
simonson.team@igpwm.ca

IG Wealth Management Inc.

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Location

8005 Emerald Dr #250,
Sherwood Park, AB T8H 0P1

_{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.}

www.ciro.ca
CIRO Advisor Report

_{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 brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; 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 Broker in Quebec, 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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