Welcome to Slaunwhite & Associates Private Wealth Management
A seasoned team of financial advisors, Slaunwhite & Associates create a transparent partnership to meet your ever-changing needs and goals. Leading you through uncertainty and celebrating your successes, we are committed to guide you through everything life throws your way.
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 35+ 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.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
We first began working with Allan over 24 years ago. We told him, somewhat jokingly, our goal was to retire at 55 and to also put some money aside for our child's eventual post-secondary education.
Allan worked with us every step of the way, we followed his advice and today we are three years into our very comfortable retirement. Additionally, we have two debt-free university grads who have already begun investing in their futures with Allan’s guidance!
Working with Allan has become a family affair, as our girls have both also begun investing in their futures with Allan's guidance.
- C.H.
I was fortunate to start investing through IG with Allan at a young age (with the young age came a minimal to no understanding on how investments worked). At the time all I knew is that I was saving for my future.
The beginning can be overwhelming but Allan provided an analogy: Saving and understanding the fundamentals is like exercising. Start with a comfortable amount, something that doesn’t change your daily routine. Once you start seeing the rewarding results one will want to increase the contributions and frequency while staying focused on the long term goal.
16+ years of open-door communication with Allan & IG Wealth Management and I can confidently say that my knowledge level with investments has certainly grown. Often enough, I now suggest to other individuals, no matter the value of your accounts, everyone should have a financial planner.
Having Allan in my corner these past number of years has not only kept me confident that my accounts were in the right hands but has kept me financially disciplined in those "must have or nice to have moments." Now and still at a young age, I have light at the end of the tunnel of reaching my goals of moving back home to Nova Scotia. I’ll be able to slow down and enjoy things in life Vs those who contemplated and never invested.
- D.S.
We have been with Allan for more than 25 years. Working with ExxonMobil has given me the opportunity to work several international assignments. Allan, with his strong knowledge of international taxation considerations, has been able to guide us to make wise investment decisions.
We feel very comfortable with the investment options and guidance, and especially appreciate Allan's ability to calm situations with a volatile and complex market.
I have referred many of my colleagues to invest through Allan as I feel very confident in his financial decisions.
- D. & D. M.
We have been with Allan and IG Wealth Management for over 25 years. We have known and worked with Allan several years prior to him joining IG and that is when we first developed a friendship and trust.
This friendship and trust continued throughout the years with Allan. He has always been there for us and with us and on many occasions has gone beyond his duties to accommodate.
We realize we are fortunate to have someone we can fully trust and to us the trust and friendship is very important. Thanks for everything Allan.
- W.M. & D.M.
I transferred my assets to Allan in 2019, after being unsatisfied with the level of advice I was receiving from my previous financial institution, and I have not looked back!
Allan’s genuine concern for my financial health has allowed me to start enjoying retirement at 58 and do the things I love! The entire staff at Slaunwhite & Associates have been so helpful and kind.
I have complete trust and faith in this team to help me maintain my lifestyle in my retirement years.
- B.H.