Hunt Group Private Wealth
FINANCIAL PLANNING IN GRANDE PRAIRIE
Your budget wellbeing is our number one priority. Our team provides budget clarity, expertise and guidance for all aspects of wealth management. This is to help you manage work and protect your assets. We offer a truly personalized approach, with detailed budget tracking and direct access to your advisor. We will protect your wealth, so you can realize your life’s goals.
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 wealth management professional with Investors Group. A Division Director from 1995 to 2007, he was awarded with three T.O. Peterson Builder Awards for Overall Excellence in that role*. He has been with Investors Group since 1993, and has been working with many clients since then. Dean provides strong financial guidance and stewardship to high net-worth clients in Alberta.
Dean’s commitment to working with high net-worth families resulted in his placement within the Private Wealth Management group at Investors Group. It was first intr...
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.
Christine is diligently working to build her knowledge to help her become a vital part of Hunt Group. She will continue her education in order to give the best service possible to all our clients.
In her spare time, she enjoys trail running and spending time with her family and three dogs.
Jessie Buchanan
Administrative Assistant
Jessie joined Investors Group in 2010 and came to work with our team in 2013. She plays an integral support role for both team members and clients. The point person 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 assistance to the homeless.
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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. Anticipating and pro-actively taking care of budget concerns so you can focus on other priorities.
High net worth individuals and families have unique needs that require comprehensive budget planning. To meet these, we utilize a full suite of budget 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 budget experts 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 budget security, management of assets for your estate or budget advice for your business, we are here for you.
We take pride in offering you access to some of the most knowledgeable budget advisors in Grande Prairie. Our team comprises knowledgeable professionals who possess industry knowledge and experience. Working with us will let you take advantage of this experience and additional resources. You can enjoy budget safety and security in everything you do with our help!
Security in Your Business Endeavors
Make Smarter Business Decisions When You Are Working With Our budget 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 budget advisors in Grande Prairie who will be happy to give your business the budget security it needs. Whether you need insurance or you need budget management in Grande Prairie, we are here to help you out. Our business solutions are designed to accommodate any scenario.
Whether you need insurance, budget advice or work management, our team is here to offer you all the help you require.
Plan for the Future
Secure Your Assets and Ensure Your Inheritors Get Everything They Deserve Through property Planning in Grande Prairie
Proper 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 budget 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 on 780.532.3366 ext 211 or on 888.428.7778. You also have the freedom to fill-in an online form and our team will be in touch with you.