Executive Financial Consultant
At Sylvain Morin & Associates Private Wealth Management, we believe that managing your wealth goes well beyond managing your investments. To properly build and protect your wealth requires an integrated financial approach from a CERTIFIED FINANCIAL PLANNER® (CFP) professional. We understand all your financial needs are interconnected, and we treat them as such – from investment management, to retirement income & tax planning solutions and estate considerations. Our wealth planning approach is as unique as your personal needs and aspirations.
With a complete and comprehensive understanding of your situation, we can provide the right advice at the right time. We see the whole picture so that our clients get the biggest financial impact now and over time.
With more than 25 years of experience, we focus on creating and executing financial plans tailored to affluent individuals nearing retirement, accomplished professionals, and business owners. While some strategies may involve complexity, our explanations are always straightforward and easy to understand.
Our commitment as your CFP professionals is to provide a personalized client experience through accountability and a specialized collaborative approach. For you, it simply means more time to enjoy life with the confidence that your financial affairs are in good hands.
Personalized solutions with a dynamic approach.
Meet our team
Our wealth planning team has the expertise and experience to address the most complex and evolving needs of our clients. With an enhanced collaborative approach, we provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. Enhanced financial planning expertise with personalized client experience.
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Tax and Estate Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Mortgage Advisor,
nesto inc.
nesto inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
We're involved and give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result. Here are a few of the initiatives we are proud to support:
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
By using our expertise in financial planning, we deliver foundational financial education and resources to Canadians who need it most. Through this work, we empower Indigenous Peoples, newcomers, seniors and youth to manage their personal finances with confidence. It’s these kinds of positive changes that help create stronger communities and a better future for everyone.