Executive Financial Consultant
At Wiart Pearson Akle & Associates Private Wealth Management, we understand that trust is built on transparency, and that’s why we offer personalized financial plans that are unique to your needs. Our regular, focused planning meetings ensure that you and your loved ones are on track for your financial goals and if necessary, we adjust along the way to account for any major life changes.
Our biggest motivator is the opportunity to make a lasting impact on your life. We don’t just create financial plans; we build strong, personal relationships. We take the time to get to know you, your goals, and your aspirations. To us, financial planning isn’t just about the numbers; it’s about enhancing your life and securing your future.
We look to be your trusted partners in achieving your financial goals and securing a bright future.
Meet our team
Executive Consultant
Senior Financial Consultant
Executive Assistant
Administrative Assistant
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Advanced Financial Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Mortgage Advisor,
nesto inc.
nesto inc.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at wpa.associates@igpwm.ca.