You can have strong investments, successful businesses, and carefully build wealth, but still feel like things aren’t connecting.
At Simonson Team Private Wealth Management, we bring it all together.
Based in Sherwood Park and serving clients across the Greater Edmonton area, Alberta, British Columbia, and Ontario, we design one coordinated plan built to work over decades.
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.
We review wills, beneficiary designations, and charitable structures, then model what they actually create. You can see the outcomes. Adjust them. Improve them.
That’s how legacy becomes intentional rather than accidental.
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.
