About Us

Welcome to Leavitt Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

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Who We Serve

We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Leavitt Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions based on what is right for your unique needs, and we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Leavitt Group Private Wealth Management

Education Centre

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Are you, like many Canadians, planning to renovate your home or cottage? If so, you should keep your receipts in case you ever need to support the cost base of your property. Generally, Canadians have not been required to report the cost base of a principal residence that is sold on their tax return. But that changed a few years ago.

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Recent Market Volatility

What you need to know about coronavirus market activity, featuring Bill Chornous, IG's Senior VP of Investment Strategy.

We Think About Wealth Differently

We’re changing the way people see wealth. We’re proactive, not reactive. Flexible, not static. We synchronize your whole financial picture, so you can embrace more of life’s possibilities.

Retirement is more than your RSPs

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture. Start exploring with an IG Living Plan