At Simonson Team 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.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
In the media
For all media inquiries and bookings for speaking engagements, please contact us at email@example.com.