Angela Wittmann

CFP, CLU, RIAC
IG Wealth Management

popup medal icon RIA: Certified

Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.

As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.

I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.

Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.

Services Offered in RI
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
Investor Type Dealt With

Individual

Institutional

Type of License

MFDA

Provinces Licensed In
  • British Columbia
  • Manitoba
  • Ontario