IG Wealth Management

Osmond Findlay and Associates Private Wealth Management in Lethbridge, Canada, is a team of financial professionals dedicated to guiding affluent Canadians towards their financial goals. With over 10 years of combined experience in financial services, they offer tailored strategies to fit the unique needs of clients, whether personal or business, and work diligently to anticipate evolving financial circumstances.

Their comprehensive services include investment planning, retirement planning, tax planning, insurance planning, mortgages and cashflow planning, estate and legacy planning, charitable giving, and business succession planning. By integrating sophisticated tax planning solutions and collaborating with experts in various financial fields, they strive to create a living plan that evolves with clients' changing circumstances to maximize financial well-being and ensure long-term wealth preservation, growth, and income priorities.

Generated from their website