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
🌎 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.
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Private Wealth Portfolio Manager
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.