About Us

Welcome to Donnelly Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

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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. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

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Giving Back

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

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

Meet Our Team

 As long time investors, but fairly new to IG Wealth Management we couldn't be more pleased with the personal attention and the focus on details to reach our retirement goals. We have many U.S. Investments, Mark and Keith have worked with our U.S. Advisor to again help grow our portfolio and make tax reporting much easier and helpful to our tax accountant. As we turned 50 we decided to make our plan a reality and hopefully reach our retirement goals earlier than expected. Mark and Keith have shown us long term results of our investments at a reasonable growth that makes us feel very confident that our goals our will be reached. Our quarterly meetings keep things very personal and up to date and keep us focused on our long term goals. We think any individual can benefit from the personal attention that Mark and Keith can give you. It makes investing easier and gives you great peace of mind to know they are there to answer any questions you may have! 

Craig and Peggy H.

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them. Which year-end planning strategies apply to you will depend upon your specific circumstances and objectives. The IG Wealth Management Year-end Tax Planning Checklist can help you understand what opportunities are most suited to you.
A core component of your retirement plan is the CPP retirement benefit (or Québec Pension Plan for Québec residents, which mirrors many aspects of the CPP). CPP offers flexibility as to when payments can begin, which affects how much you could receive. Familiarizing yourself with CPP provisions can help you decide when to start payments and optimize the benefit throughout your retirement.
IG PRIVATE WEALTH MANAGEMENT |
When most of us think of year-end tax planning, we typically consider our personal situation. Yet, there are many tax-opportunities for business owners to explore as we near the end of another calendar year. The following tips assume your business is unincorporated or your corporation has a December 31st year-end, although some tips may also apply to corporations with an off-calendar year-end.

Videos

IG Private Wealth Management - Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.

IG Wealth Management - Sustainable Responsible Investing (SRI)

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.

How Strong is Your Financial Plan?

Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes.