About Us

Welcome to Floer Milliken Group Private Wealth Management. We help clients commit to their Financial Plan through our unique wealth management process. This commitment to the plan creates the correct habits and confidence to ensure they achieve their life goals. We understand a sustainable and successful partnership requires mutual trust and respect - We manage people not money.

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Our Process

We implement a holistic approach to the financial planning process. It is not just about where you are today but where you want to be. It’s your financial future and we will custom-tailor solutions in your financial plan to address your unique goals and concerns.

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In the Community

We 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.

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How Can We Help ?

Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.

Home Ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability.

Planning to Retire?

Canadians are living longer than ever before. And while people once anticipated enjoying travel and leisure activities in their retirement years, things have changed.

Managing Your Own Business

Starting your own company is a challenging and risky business but can also be very rewarding.

Our Team

Education Centre

As part of our ongoing commitment to maintaining an enhanced level of service and thought-leadership, it is important that our team is continuously learning and sharing. We believe that education and knowledge help empower better decisions, and ultimately inspire greater financial confidence in our clients.

Here you can find the latest insights and resources from our team, IG Private Wealth Management and other top industry thought leaders.

Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). However, designating a direct beneficiary is not recommended for many plan/policy owners, where they have non-traditional or unique family situations, as it can lead to unfavourable tax implications for beneficiaries.
IG PRIVATE WEALTH MANAGEMENT |
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential financial gaps and maximize your current lifestyle.
The lifetime capital gains exemption (LCGE) is one of the key tax planning advantages available to small business owners, farmers, and fishers. In 2021, it can exempt from tax up to $892,218 of capital gains realized on the sale of shares of a qualified small business corporation and up to $1 million of capital gains realized on the sale of shares of a family farm or fishing corporation.

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

Videos

Create a financial plan for life’s ‘what ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

See your income in retirement

With the help of an IG Advisor, you can find out your monthly income in retirement.

Sustainable investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.