Hunt Group Private Wealth
FINANCIAL PLANNING IN GRANDE PRAIRIE
Your financial well-being is our number one priority. Our team provides clarity, expertise and guidance for all aspects of wealth management. We strive to help you manage work and protect your assets by offering a personalized approach, with detailed financial tracking and direct access to your advisor. We will protect your wealth, so you can realize your life’s goals.
Strategies for minimizing tax before the year-end
In this special edition of the Living Market, IG Wealth Management’s Chief Investment Strategist, Philip Petursson discusses ways to minimize taxes before the year-end with Aurèle Courcelles, Assistant Vice-President, Tax and Estate Planning at IG. Aurèle outlines tax-loss selling, tax-efficient charitable giving, and the most tax-efficient ways to withdraw from an RESP and a TFSA. He also explains how tax planning needs to be a part of your overall financial plan for maximum tax efficiency.
Click here to listen: Strategies for Minimizing Tax Before Year End
Meet the Team
Dean Hunt, CFP®, EPC, RRC
Executive Financial Consultant
IG Wealth Management
IG Insurance Services Inc.
CFP®, EPC, RRC
Dean is a highly trusted financial consultant with IG Wealth Management. He has been with the company since 1993, and provides strong financial guidance and stewardship to high net-worth clients all over Alberta.
Dean’s commitment to his clients resulted in his placement within the Private Wealth Management sector at IG Wealth Management. This was first introduced in March 2014, and Dean was one of the initial 80 Consultants in Canada to be recognized this way.
With Certified Financial Planner (2003), and Elder Planning Council (2016) designations, Dea...
Christine Maguire
Operational Associate
Christine has been in the financial industry since 2008. She started out as a bank teller and has worked her way through different financial positions.
She is diligently working to build her knowledge as a vital part of Hunt Group, and will continue her education in order to give the best service possible to all of our clients.
Christine is now an empty nester as she has sent her son off to his first year of college. This allows a little more time for hobbies, some of which include: trail running, paddle boarding, and spending time with her family and dogs. She also happens to...
Jessie Buchanan
Administrative Assistant
Jessie joined IG Wealth Management in 2010 and came to work with Hunt Group in 2013. She plays an integral support role for our team members and clients. As the point of contact for all clients, Jessie is well liked by everyone, quick at returning calls, answering questions and setting up appointments.
In the community, she volunteers with organizations that provide meals to the homeless.
Her hobbies include playing league Volleyball, hiking, diamond painting, and going to the gym. She enjoys spending quality time with her children, family and friends.
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Overview
We'll talk about your lifestyle, goals, plans, investments and finances. This helps us learn best how to meet your needs.
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Insight
Next, we'll use our detailed data collection tools to create an accurate picture of your current situation.
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Preparation
We'll consult a team of experts, including any personal advisors you may have, for additional analysis.
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Presentation
We will present you with your complete financial plan and explain how we can help you get from here to there.
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Implementation
Once you agree to the approach, we'll take care of the paperwork and implement your plan.
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Review
We monitor your plan regularly. If your situation changes, we'll be there with the advice you need to stay on course.
Approach
Think of us as your personal CFO. We can help you build, manage and protect your net worth by anticipating and pro-actively taking care of financial concerns so you can focus on other priorities.
High net worth individuals and families have unique needs that require comprehensive financial planning. To meet these, we utilize a full suite of products and services: Tax-efficient investments.* Investment loans. Tax & property planning. Insurance planning. Brokerage services (offered by Investors Group Securities Inc).* Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available.
Discover Financial Security in Your Personal or Corporate Life with the Help of Our Experienced Consultants in Grande Prairie
At Hunt Group Private Wealth, we offer you all the help you need to manage your assets and make financially sound decisions. With an eye on the future, our services are designed to help you meet all your goals and more. Whether you’re looking for financial security, management of assets for your estate or sound advice for your business, we are here for you.
We take pride in offering you access to some of the most knowledgeable advisors in Grande Prairie. Our team comprises of professionals who possess industry knowledge and experience. Working with us will allow you take advantage of this and additional resources. With our help, you can enjoy financial safety and security in everything you do.
Security in Your Business Endeavors
Make Smarter Business Decisions When You Are Working With Our Financial Advisors in Grande Prairie
Even the most established business owners can make mistakes that can incur disastrous losses. Make sure that you’re always covered with the help of the right work insurance in Grande Prairie. You also have to properly asses and manage the work that you’re facing. Whether you are a start-up, a small, or mid-sized business, you can benefit from some help in this area.
That’s where we step in. With our help, you can do all that and more. We have the finest team of financial advisors in Grande Prairie who will be happy to give your business the peace of mind and security it needs. Whether you require insurance or financial management, we are here to help you out. Our business solutions are designed to accommodate any scenario.
Plan for the Future
Secure Your Assets and Ensure Your Inheritors Get Everything They Deserve Through Property Planning in Grande Prairie
Thorough property planning can ensure that your assets do not depreciate unnecessarily and continue to grow. Generational wealth relies a lot on proper planning in this area. If you’re looking to manage your estate or even start building one, you will need the best services for property planning in Grande Prairie.
At Hunt Group Private Wealth, our professionals can help you enjoy financial security in this area. We have a team that is knowledgeable, has years of experience and understands your needs. Our specialty in this area ensures that your estate will stay healthy and continue to appreciate in value.
Get In Touch Today!
We Have the Best Team of Financial Planners in Grande Prairie
Need help today? Then don’t hesitate and get in touch with us. You can request an appointment by calling 780.831.9208. You also have the freedom to fill-in an online form and our team will be in touch with you.