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Who we help

We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.

Business owners and entrepreneurs

Business owners and entrepreneurs

From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.

Health care professionals

Health care professionals

As a health care professional, you face business challenges that other entrepreneurs do not. Caring for patients and staying current with medical advancements leaves little time to focus on the financial aspects of the business, or your present and future wealth management needs. The complexity of your wealth-related decisions also tends to grow with your practice. We can help you establish — and stay on track with — wealth management strategies that suit your busy life and unique circumstances.

Families

Families

We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.

Executives

Executives

As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.

Pre-retirees and retirees

Pre-retirees and retirees

You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement, and ensure the people and causes you care about are taken care of over the long term.

Client stories

We work with many clients from different walks of life whose goals vary with their stage of life and personal dreams. Inspired by various client situations, these scenarios illustrate how clients can benefit from our guidance in helping them reach their goals.

What we do

We provide a range of services to help guide you through the financial aspects of every stage of your life journey.

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.

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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