Graham-Rowe & Associates Wealth Management
Our personal and financial lives have become increasingly complex. That's why we believe there’s never been a more important time for truly integrated wealth management.
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 40+ 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.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That's why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
We have had the pleasure of being clients for several years now. Our previous financial advisor was very good; however, we felt we were not appreciated as an important client. After attending and being impressed with Amanda’s presentation on financial and retirement planning, we decided to move our portfolio to IG Wealth Management. It has proven to be a wise decision. We have peace of mind knowing we are in good hands. Amanda and Sara consistently demonstrate expertise and professionalism as they supported us through the stressful transition to retirement. Amanda and Sara are trusted, proactive partners. Constant and open communication keeps us in tune with our financial health, ensuring our finances can support life events and lifestyle adjustments. It is very comforting knowing we have Amanda and Sara to lean on.
Phil & Colleen D.
Kudos to Amanda and her team at IG Wealth Management. We thoroughly enjoy meeting with and learning from our advisor Amanda. She listens to our goals and is extremely knowledgeable in guiding us in multiple ways to invest and manage our finances to maximize our long term return. Always prepared with useful and easy to understand visuals and suggestions, we feel confident in our path together.
Tom & Sharon V.
Amanda and Sara give us the power of personal attention. They have been our long term trusted partners who take time to understand our financial objectives and helped us reach them. They are dedicated advisors who are always available for consultation in person, by phone or online, whichever we prefer. They take their time to discuss the various investment products available and customized a portfolio and financial plan to meet our goals. We are provided with regular updates and newsletters and feel very comfortable knowing that our financial investments are in good hands.
Steve & Olga D.
We have worked with Amanda and Sara since 2009. The biggest thing that they did for us was listen to what our goals were and then put together a plan for us to achieve them. As we get closer to retiring, Amanda and Sara have diversified our retirement savings into different streams of revenue (RRSPs, TFSAs, various non-registered accounts) to ensure we meet our future goals. They advise us on how close we are to achieving our retirement goals and provide insight on where they think we should be contributing, without being pushy.
The IG living plan allows us to see if we are on target to meet our retirement goals and allows us to have questions ready for when we meet. It gives us the ability to see what we are investing in, not only with IG Wealth Management, but all of our savings channels (e.g., company pensions, government pensions, etc.).
We feel very fortunate to have Amanda and Sara working with us to achieve our financial goals.
Michelle & Hamlin S.
I had my investments with another company and my sister dealt with Amanda. I wasn’t happy at my other place because I was made to feel like a little fish in a big pond and that I wasn’t important. The minute I contacted Amanda, she was absolutely fabulous. Very professional, patient, and knowledgeable. Amanda breaks everything down for me in Layman’s terms, so I have a clear understanding of what she suggests for my investments. Amanda has also been a fabulous resource in having our Wills re-drafted. Because I’m in a second marriage, our wills were an absolute mess, and Amanda has coached me through this entire process. I would highly recommend Amanda and her team to absolutely anyone, and I thank her very much for her dedicated service.
Carol H.