As a long-standing member of the Barrie community, I understand the unique financial planning needs of our growing city's residents. From established professionals in the downtown core to business owners along Mapleview Drive, each client's journey to financial confidence is unique.
Our Barrie office provides comprehensive wealth management services tailored to local needs:
Whether you're planning the future of your family home in Ardagh Bluffs or structuring a legacy for your grandchildren, we help create estate plans that protect what matters most.
From retail shops in downtown Barrie to manufacturing facilities in the industrial park, we help local business owners build, protect, and transition their wealth effectively.
Whether you're a healthcare professional at Royal Victoria Regional Health Centre or an educator at Georgian College, we'll help create a retirement strategy aligned with your goals.
We help Barrie residents optimize their investment approaches while managing tax implications, particularly important given our city's growing property values and evolving business landscape.
Barrie's unique position as both a waterfront community and a growing urban center creates distinct financial planning opportunities and challenges. Our local expertise helps residents:
Our office in Barrie provides personalized service with the backing of IG Wealth Management's national resources. We're proud to serve our community with:
Located conveniently in the heart of the city, we welcome the opportunity to discuss your financial future. Contact us to schedule a consultation and discover how our local expertise can support your financial goals.
