Welcome to Colbourne Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to 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.
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 individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Colbourne Group provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
We have been working with Jeff for over 15 years now and he has always given us peace of mind for our future. We have entrusted Jeff with our money and are so grateful for his guidance, wealth of knowledge, and his passion for investing and financial planning. This is evident in the results we have seen within our portfolio and our plan. We would highly recommend Jeff.
Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
No matter where you are, what you’re doing, or what time of day, you’ll always be able to access and monitor your plan with the IG Living Plan Portal.
IG’s Chief Investment Strategist, Philip Petursson, discusses equities’ surprisingly decent performance in Q2, along with persistently sticky inflation and interest rate hikes.
