Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
Services offered: Charitable giving
Derek has worked with RBC for over 12 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Derek has achieved the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
We offer full-service, independent financial planning and investment advice.
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
🔥 I enthusiastically ignite and empower people so that they can confidently take action to achieve their goals and positively impact lives.
Kind Wealth is an advice-only multi-family office serving next-generation changemakers. Our clients are business owners, entrepreneurs, employees, and others working across the tech, start-up, and social enterprise ecosystems.
We provide holistic wealth management services to help next-gen changemakers structure and manage their wealth in ways that allow them to live rewarding and fulfilling lives.