Équipe Stéphane Thibeault Private Wealth Management
Our team of financial planners offers authentic, sincere and integrated support. We are committed to helping you develop your financial wealth in a tax-efficient way, according to your personal, family, and/or business goals.
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 17 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.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
For several years, my partner and I have been clients of IG Private Wealth Management, managed by the Stéphane Thibeault team. We are truly satisfied with having entrusted the management of our wealth to the Stéphane Thibeault team, as they have the tools and the knowledge of the necessary tax laws to maximize our returns based on the various portfolios we hold: TFSA, RRSP, non-RRSP assets, and the portfolio of my management company. Without them, navigating these areas would be a real challenge for us, and we’re not at all sure that we would be seeing the returns we have today, or enjoying the peace of mind that comes with knowing our wealth is in good hands. It’s always easy for us to recommend the Stéphane Thibeault team, as they are professionals who are experts in their field and genuinely care about the people for whom they manage portfolios. Thank you to the Stéphane Thibeault team.
- Philippe L. and Manon T.
Meeting the team at IG Private Wealth Management was a great opportunity for us to significantly enhance our knowledge of the economy, financial products, investment strategies, and to gain a better overall understanding of the financial world. In short, increasing our knowledge helped us better understand the investment strategies that were being proposed to us and which were in our best interest. The result is that we are seeing our investments grow, and we are very proud of that. At IG, we truly feel like important clients, deserving of being well-informed, while working closely with our advisor and their team. The feeling of trust is ever-present, and the goal is the growth of our wealth. These are reassuring factors for us. Teamwork, a better understanding, achieving objectives, and a sense of trust—we hope this is the experience for as many people as possible!
- Sylvie L.