About Us

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.

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Our Approach

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.

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Giving Back

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.

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Our Solutions

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.

Tax Planning

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.

Investment Planning

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.

Estate Planning

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.

Our Team

 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.  

Chris and June C.

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Education Centre

Each June, we honour National Indigenous History Month and National Indigenous Peoples Day. However, these observances cannot be recognized without acknowledging the atrocity of the remains of 215 children discovered in unmarked graves at a former residential school in Kamloops, B.C. This news has deeply saddened all of us at IG Wealth Management, and it is a sombre reminder of our country’s past and the injustice that continues today.
IG PRIVATE WEALTH MANAGEMENT |
With an increasingly aging population, issues around providing services, including financial advice to seniors, are becoming more important. While attention is often focused on funding retirement and wealth transfer to the next generation, susceptibility to fraud often goes unnoticed.
One important lesson from the COVID-19 upheaval of the past year is just how ill-prepared many Canadians are for any disruption to their finances. That has opened up a significant opportunity for the financial advisory industry to enhance its relevance and value by adopting a more holistic approach to financial planning and ensuring investors consider all aspects of their financial well-being.

Videos

We Think About Wealth Differently

We’re changing the way people see wealth. We’re proactive, not reactive. Flexible, not static.

Create a Financial Plan for Life’s ‘What Ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

IG Living Plan Snapshot

Are you on track to meet your financial goals? Take the IG Living Plan Snapshot to find out.