Welcome to Wiart Pearson Akle & Associates Private Wealth Management
We are more than just financial planners at Wiart Pearson Akle & Associates Private Wealth Management. We are your partners on your journey to financial well-being. Based in Edmonton and serving clients across Alberta, British Columbia and Saskatchewan, our core values of accountability, clear communication, and continuous learning guide us in everything we do.
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 40 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.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
Jim and I were always confident that we had selected the right company to help us along the way. After several postings across Canada and around the world, we ended up retiring in Edmonton, Alberta and are comfortable with the financial advice we received and decisions we made over the years. We are very fortunate and proud to have Roger Wiart and his team as our financial consultants. Roger took over our IG portfolio several years ago and from the day he introduced himself to Jim and I, we knew right away we were in good hands. As our new IG consultant, Roger discussed our immediate goals and long-term objectives, which in turn set us up financially for our retirement. Roger is the real deal, intelligent, professional, knows his product, provides excellence in customer service and only hires people on his team that see his vision and will provide clients, like us, with the best information, service, and guidance. Roger’s team are “second to none” and they truly make you feel like family. Throughout the year the team organizes special client events such as bike rides, chocolate tasting, Christmas advent baskets, and various other adventures just to name a few that are a lot of fun and bring clients together socially that we always enjoy. Jim and I couldn't be happier, we are seriously in good hands.
Jim and Diane
I’ve been with Roger for almost 20 years. I have a pretty good understanding about planning for my financial future and managing the present, but I am busy with many things on the go, so it is truly a relief to be able to carve this area out and leave it with someone who understands me and my family, and puts our own unique situation at the forefront of what he and his team puts together for us. I want to be included, but I don’t have time to debate and question. Roger understands all of this, while making me feel like I am a part of the family and taken care of.
Keely B.
Roger Wiart is a trustworthy, knowledgeable, and client-focused financial advisor. He has helped our entire family establish sound financial plans that are tailored to our specific needs, goals, timelines, and objectives. Roger is easy to talk to and is consistently available to provide consultative suggestions when needed. With his support and expertise, we are confident in our family's financial future. If you are seeking honesty, integrity, transparency, and hard work, then give Roger a call.
Kevin and Amy