Welcome to Rawluk & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan to always reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. However, we meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Rawluk & Associates Private Wealth Management provides you with a superior level of advice and resources. We provide comprehensive wealth management solutions. Based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we will integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This unlocks a world of opportunity, so you can confidently pursue your goals and improve your financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Before we joined Investors Wealth Management, we had no clear understanding of our financial future. We were simply investing and saving arbitrarily to an unclear end, which included retirement, but with few details of what that meant and when. Three things drew us to Investors, first the people, then the Plan and then the service. The computerized Plan, once populated by our financial details, enabled us not only to see our current financial status clearly but also how that unfolded over our lifetime. Updated with changes annually, which rolled through our Plan, we were finally able to see a continually updated financial projection which we could use for financial and life decisions.
This is made possible and relevant by the team that assists and guides us and provides unparalleled service. Ryan Rawluk, our wonderful primary financial advisor, assisted brilliantly by Cindy Morley and Kimberley Stewart, have become more than financial advisors they have become good friends. Both their expert assistance and advice, and their friendship, have made this a truly positive experience.
We’re changing the way people see wealth. We’re proactive, not reactive. Flexible, not static.
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Are you on track to meet your financial goals? Take the IG Living Plan Snapshot to find out.
