Brian Stevanak

WORK HISTORY

EDUCATION

SKILLS

ABOUT BRIAN STEVANAK

We’re passionate about helping Canadians make informed financial decisions. Be it a major purchase or sale, inheritance, compensation package, business structure, pension review, budget analysis, tax strategy, insurance need, estate plan, or just knowing whether everything will be ‘ok’, we’ve got you covered. No two people are alike - and that\'s why we first take the time to get to know you, your family, and/or business to help identify which financial goals and objectives matter most, as well as how to achieve them effectively. Whether you\'re just starting out or have been a \'do-it-yourself-er\' for years, we can help you plan for the optimal involving one or more of the following financial outcomes- Staying ahead of the cost of living - Minimizing taxes & pension claw backs - Creating a steady & lasting stream of income - Planning for leisure activities - Paying off debts & improving cash flow - Purchasing personal use or investment property - Owning & protecting a business - Education, retirement, or disability needs for a parent or child - Identifying an appropriate risk/return investment strategy - Charitable giving & preservation of estate - Risk proofing goals against an untimely health event - Developing a financial reserve Life’s complicated as-is; and striking a balance between today’s lifestyle needs and tomorrow’s planning opportunities can be even more challenging. Add to that the complexity of an ever-changing investment, taxation and regulatory landscape, and it\'s no surprise that working with a holistic advisory team can add multiples to Canadians\' net worth. Our products are sourced through top-tier global partners, who employ a blend of active and passive investment styles, funds/pools/ETFs, as well as non-traditional/non-retail solutions through private placements & hedged holdings. We believe in delivering above-average returns within a competitive environment, while providing access and insight to a plethora of financial resources. These include investments, lending, insurance, and a tax & legal team through our advanced financial planning division. At IG Wealth Management, our assorted team of professionals can help you take the guesswork out of financial success. Through the use of best-in-class systems and technology, it\'s easy to get started and monitor your plan and portfolio progress. If you’re looking for second opinion on your investment, retirement, tax, risk management, cash flow, or estate plan, or maybe just feel unsure about where to get started; let’s connect for a discovery call to see how our team can help.