We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Mount Murray Investment is an active investment management firm focusing on emerging markets and ethical strategies in global public equities.
Senior members of our team have decades of experience investing in global public markets through various economic cycles and remain committed to an integrated investment research approach with their younger colleagues. We work as a team in everything we do and we strongly believe in the participation of every individual to our firm’s project as well as to its rewards.
Our firm is independent and wholly-owned by its employees to ensure both commitment and objectivity when making investment decisions.
Cooperative based financial planning to put the client first.
🌎 I offer sustainable investment solutions, as part of your financial plan, that can enhance returns and mitigate risks; that also benefits all people and the planet.
As a designated CERTIFIED FINANCIAL PLANNER, I take a holistic approach to financial planning and now have access to the best financial planning software (I have ever seen); access to sustainable, world-class 3rd party asset managers; and the ability to work together with IG Wealth Management’s team of in-house accountants, tax and estate lawyers, and pension experts, who have the credentials, depth of knowledge and experience to collaborate with me on your behalf to address your unique tax, estate and financial planning needs to give you the reassurance to take action and achieve your life goals with confidence.
Using all of that expertise, I will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. I will regularly review your IG Living Plan to ensure it adapts to your evolving needs.
I focus on designing and managing comprehensive, sustainable solutions for high net-worth individuals, families and foundations through a disciplined and proven approach. Whether you want me to manage everything, or if you want to take a more active role in your portfolio, your IG Living Plan™ will be tailored to your specific needs.
I am pleased to use my business as a force for good to go above and beyond for all clients, our community and our planet. 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, my 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.
We can connect virtually or over coffee/tea in one of my offices to see if we are a good fit to work together. I am licensed in Manitoba, Ontario and BC (and can add additional provinces).
All the best,
Angela Wittmann, CFP®, CLU, RIAC
CERTIFIED FINANCIAL PLANNER®
CHARTERED LIFE UNDERWRITER
RESPONSIBLE INVESTMENT ADVISOR CERTIFICATION
IG Wealth Management
201 Portage Avenue, 20th Floor, Winnipeg, Manitoba, R3B 3K6
Cell: 431-777-5073
Tel: 204-943-6828
Tel: 204-222-1700
🔥 I enthusiastically ignite and empower people so that they can confidently take action to achieve their goals and positively impact lives.
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.