With over four decades of combined expertise, we specialize in wealth accumulation and downside risk protection, by crafting personalized plans to help you navigate life’s complexities. Our unwavering commitment ensures you achieve your financial goals by leveraging the six pillars of financial planning, which provide efficient solutions for your success. Connect with us for comprehensive and strategic financial planning solutions, complemented by long-term tailored guidance.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Jeremy is extremely knowledgeable, proactive and professional. In addition, Jeremy and his team are always available, and he is the definition of “on it." If Jeremy says he’s going to do something, it will get done. Jeremy introduces us to ideas and concepts that are designed for financial success now and in the future. Him and his team have been there through our life changes and have guided us through with a steady hand. We’ve also introduced our sons to him, so that they can raise their planning acumen starting at an earlier age. He really is a partner in many of the decisions we make, and we can’t imagine navigating through the complexities of higher level financial and estate planning without him at our side.
John & Trish, clients since 1996
I have had the pleasure of working with Jeremy for many years. During that time, I have asked Jeremy to manage not only my personal investments, but the financial investments of my business. I have also encouraged my children to work with Jeremy, which all of them did starting on their 18th birthdays. His assistance was one of the levers that helped my daughter to purchase her own apartment. Throughout my years of working with Jeremy, he has been thoroughly trustworthy, kind, helpful, and above all, he has managed my financial investments better than I could ever have done myself. Jeremy has also worked with my accountant and my bookkeeper to enable smoother communication as well as a more effective management of my portfolio. Jeremy is my trusted financial advisor, friend, and supporter of my entire family and my business.
Guy M., client since 1999
We love working with Sahra – she has made such a huge impact on our financials. As people who find financial planning very intimidating, her knowledge has been very helpful in breaking down our goals and creating realistic steps to reach them. Would highly recommend her!
Eric & Donya, clients since 2012
Sahra and Jeremy have been exceptional in refining my insurance and estate planning strategies. Their expertise has not only strengthened my financial stability but also illuminated aspects I had previously overlooked. By implementing a well-structured and diversified insurance approach for my business and my family, they’ve fortified my protection and optimized my estate planning. Their attention to detail has ensured that every potential risk is covered, which left myself and my spouse with peace of mind. Their unwavering commitment to closing any gaps has significantly enhanced my overall financial security and I would gladly recommend their team to anyone.
Anonymous, client since 2023
I feel such a sense of relief knowing that Sahra watching over and guiding us financially. I believe none of us really manage life on our own; that’s why we need people like her! As a parent, I want the best for my kids, especially when it comes to their financial security. Knowing we have someone like Sahra to guide us through whatever comes our way is truly one of the most special and precious gifts. We trust her, her advice, and love the personal experience we receive under her care!
Brenda M, Client Since 2013