At Giesbrecht & Associates, investment planning is about connecting your portfolio to the bigger picture of your financial life. We provide guidance that integrates investments with tax, retirement, and estate strategies. Our role as your investment advisor is also to ensure every dollar is working with purpose, supporting your vision for growth, security, and legacy.
Learn more about IG’s investment management team and the portfolio manager selection process.
Sustainable Investing
Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.
We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
Learn more about IG’s Climate Action Portfolios.
Alternative Investments for Growth
Traditional investments have their place, but high-net-worth families often benefit from broader opportunities. We offer access to alternative investments for high-net-worth clients, including private equity, real estate, and other non-traditional options that can enhance diversification and reduce volatility. These strategies allow you to pursue growth beyond stocks and bonds, creating resilience in changing markets. By integrating alternatives into your portfolio, we build strength and flexibility into your long-term financial plan.
Tax-Efficient Investing
Returns matter, but what you keep matters more. Our investment planning approach incorporates tax-smart strategies to minimize the erosion of your wealth. We work directly with your accountants and lawyers to ensure your portfolio decisions are fully aligned with your tax and estate strategies. From capital gains management to account allocation and timing of withdrawals, we make sure your investments are as tax-efficient as they are effective.
Comprehensive and Personalized Process
Our planning process is comprehensive and unfolds over a series of in-depth meetings. Every element—tax, retirement, estate, and investment—is tied together into one cohesive strategy. This all-encompassing process ensures nothing is missed, and every investment decision is made with confidence.
Confidence in Every Investment
With access to alternative investments, tax-efficient strategies, and high-net-worth investment advisors, we give you the tools to grow your wealth and the confidence to pursue your future. For families and business owners across Central Alberta, this is investment planning designed to make your wealth work harder, smarter, and more in line with your goals. Book a meeting with our team today.