At Leavitt Group Private Wealth Management, we provide comprehensive financial advice for business owners built on structure, precision, and measurable results. Based in Lethbridge and serving clients across Southern Alberta, we help entrepreneurs, partners, and family-owned businesses transform success today into lasting financial security tomorrow. As experienced business financial advisors, we integrate corporate and personal wealth planning so every decision strengthens both your business and your life.
Financial advice for business owners that drives results
Running a business is more than a job—it’s a reflection of who you are and what you’ve built. Every decision impacts your team, your family, and your financial future. That’s why we take an in-depth, collaborative approach to financial advice for small business owners. We start by understanding your goals and challenges, then design strategies that bring clarity to your financial picture and confidence to your decision-making. From optimizing corporate structures to coordinating with your accountants and lawyers, our process uncovers opportunities that directly enhance your net worth—often tens of thousands of dollars in value each year.
Strategic growth through planning and structure
As your financial advisor for business owners, we focus on the details that matter most: tax efficiency, profitability, and long-term value. We help incorporate your business when appropriate, ensuring your structure supports your goals and opens access to valuable tax advantages. Our team develops holding company and investment strategies that allow surplus cash to work harder, helping you defer taxes and build sustainable wealth. With smart timing and structure, many of our clients see five to ten percent or more in added annual value through improved efficiencies that extend beyond market returns.
Building stability and opportunity
Financial planning for business owners goes beyond immediate profitability—it’s about creating a roadmap for continued success. We align business and personal finances, ensuring your practice, company, or partnership supports your long-term goals. Whether you’re planning for expansion, buying equipment, or preparing for succession, we provide financial advice for small business owners that turns complexity into opportunity. Risk management is also key: we design corporate-owned insurance and contingency strategies that protect your business, partners, and employees while optimizing tax efficiency.
Planning your future, securing your legacy
Many business owners in Southern Alberta are also planning for retirement or succession. We guide you through that transition with strategies that allow you to exit on your terms while maximizing access to the Lifetime Capital Gains Exemption. Our team ensures your legal, tax, and financial strategies work in unison, so wealth is transferred efficiently and securely. With CERTIFIED FINANCIAL PLANNER® professionals on our team, every plan is reviewed for rigour, accuracy, and alignment with your evolving business and personal goals.
IG Private Company Advisory
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.
Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:
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Selling or acquiring a business
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
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Strategic advisory
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
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Raising capital
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions