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Who we help

We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.

Business owners and entrepreneurs

Business owners and entrepreneurs

From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.

Families

Families

We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.

Executives

Executives

As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.

Pre-retirees and retirees

Pre-retirees and retirees

You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement, and ensure the people and causes you care about are taken care of over the long term.

Client stories

We work with many clients from different walks of life whose goals vary with their stage of life and personal dreams. Inspired by various client situations, these scenarios illustrate how clients can benefit from our guidance in helping them reach their goals.

What we do

We provide a range of services to help guide you through the financial aspects of every stage of your life journey.

Contact

Marr McInnes & Associates
(204) 784-4584
mmteam@igpwm.ca

IG Wealth Management Inc.

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Location

Unit 2, 461 Sterling Lyon Parkway,
Winnipeg, MB R3P 2S8

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

www.ciro.ca
CIRO Advisor Report

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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