At IG Private Wealth Management, we help professionals, families, and business owners make confident financial decisions with advice that brings every part of their financial life together.
Personalized planning. Proactive insights. A team‑based approach designed around you.
Start your financial conversation today.
Our specialized financial planning approach integrates tax strategies and tailored investment advice across six key dimensions of your financial life:
-Managing cash flow efficiently
-Optimizing your retirement
-Planning for major expenditures
-Preparing for the unexpected
-Maximizing your business success
-Sharing your wealth
Your financial life is always evolving. That’s why we use the IG Living Plan™—a dynamic planning approach that adapts to your goals, from retirement and tax strategies to cash‑flow and estate planning.
Stay informed with The Living Market Podcast, featuring timely commentary from Chief Investment Strategist Philip Petursson. Clear, accessible insights on what’s moving the markets.
Whether you’re preparing to transition, sell, or scale your company, our Private Company Advisory team provides specialized guidance for complex business decisions.
Brian will be the first introduction into our bespoke service. He will set up a call to discuss your personal needs and find the perfect advisor for you.
Whether you’re seeking clarity, planning for the future, or navigating major financial decisions, Brian provides thoughtful, personalized advice for clients across Atlantic Canada.
Brian Wood is a seasoned financial executive with over 30 years in wealth management and financial planning. As Regional Vice President at IG, he leads a high-performing team across Atlantic Canada, delivering tailored financial strategies for long-term security. His leadership is rooted in mentorship, integrity and client-centric service, with a proven record of building successful teams and driving innovation.
Holding multiple industry designations, Brian demonstrates professional excellence and expertise in navigating complex financial landscapes. He has shaped regional strategies, enhanced advisor performance and fostered a culture of continuous improvement. He is actively involved in recruiting and developing new talent, ensuring that the next generation of advisors is equipped to meet the evolving needs of clients.
Brian is a strong advocate for financial literacy and community engagement. As a trusted leader, advisor and advocate, he continues to make a meaningful impact on the financial well-being of individuals and communities across Atlantic Canada.
Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
Views of guest speakers may not be shared by IG Wealth Management.
This event will be photographed for IG Wealth Management to use for future internal client event viewings. By attending this event, you consent to being photographed. If you do not wish to be photographed, please let us or the photographer know.
Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams. Sab Pell is senior director of product marketing at Openform, where her goal is to help people unlock the power of in-person events. Prior to Openform, she led global product marketing teams.
