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Kilgour Group - IG Private Wealth Management

Financial Services · Greater Sudbury, Ontario

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About Kilgour Group - IG Private Wealth Management

Family-office-style wealth planning for physicians, business owners, and families in Ontario.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Sudbury, Ontario
Company type
Public Company

Kilgour Group Private Wealth Management brings comprehensive, coordinated financial planning to families and business owners across Northern Ontario. Based in Sudbury, we work with incorporated professionals, owners planning for succession, and families building and protecting wealth across generations. We go deep on the planning that actually moves the needle - and we coordinate every piece so it works together rather than in isolation: corporate and personal tax structure, business succession and transition, estate and intergenerational wealth transfer, retirement and investment planning, insurance, and charitable giving. What sets us apart is roots and relationships. We're genuinely from here, and we take the time to understand your whole picture before recommending anything. That's why clients stay with us for decades - trust comes first, advice follows. Our solutions span:

Retirement planning Investment planning Tax planning Estate planning Intergenerational wealth transfer Business succession Insurance (life, critical illness, disability) Cash and liquidity management Charitable giving Post-secondary education planning

Explore our Education Centre, videos, and podcasts at thekilgourgroup.com - or reach out to start a conversation. Lindsey Kilgour (Whitehead), H.B.Comm., CFP, RRC - Executive Financial Consultant, IG Wealth Management Inc. Privacy Policy: https://www.ig.ca/en/legal/disclosures

Specialties

  • Wealth Management
  • Estate Planning
  • Charitable Giving
  • Intergenerational Wealth Transfer
  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Insurance Planning
  • Cash and Liquidity Management
  • Business Succession
  • and Post-Secondary Education Planning

Company locations

  • 144 Pine St. Suite 101, Sudbury, Ontario P3C1X3, CA

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On LinkedIn

Followers
55
People linked to this company
1

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.