Anne Grypinich Team
Wealth Management
Our team is focused on helping clients in Quebec preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
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 20 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.
IG Private Company Advisory
As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company’s specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart.
What our clients say
I got to know IG Wealth Management a few years after my studies. Since then, I got to know many institutions and advisors. What I appreciate is that the explanations are in a language which we can understand. IG Advisors never try to dazzle us with too much complex information, which I have noticed elsewhere. I think it’s a shame because it makes people feel that they aren’t knowledgeable and able to understand. However, this is why one asks for the help of professionals. We cannot be experts in every field, but we can be well supported. My first advisor died of cancer, and the advisor I have had since is the same age as me. Because of that, I feel very well understood given that we are somewhat experiencing the same things. It is obvious that my financial situation would not be the same if I had not met an IG Advisor in my twenties.
- Manon F. client for 26 years
A personalized service, answers to all of our questions and often goes way beyond what we ask or request because thinking about everything is their job.
- Martin C. client for 28 years
We have been clients of IG Wealth Management for more than 30 years, and throughout all those years, our Advisor answered all of our questions and offered us multiple options for our present and future needs. Her expertise and her training in the field of finance won our trust. The good advice Anne provided us was useful and allowed us to fulfill our projects. We have always received a personalized and outstanding service. Her availability and her attentiveness were such that it always felt as if we were the only clients she serviced.
- Line M. and Christian G. clients for 35 years
I’ve been a client of IG Wealth Management for more than five years, and I am always very satisfied with the financial planning advice of my advisor Caroline Thibault. I like the clear explanations regarding my investments and the good follow-up of my portfolio. This follow-up, either online or in person, depending on the situation, has been a great help after the untimely passing of my partner and the settlement of his estate. In conclusion, I would recommend this team to anyone in need of help for financial planning.
- Michèle M. client for 6 years
My best investment ever was the choice of my advisor, Johanne Asselin. Through the years, she has always been proactive in setting up meetings and managing my needs. Having been self-employed all my life, always brought some level of stress about my financial future… now retired, my worries are gone, and I fully enjoy what life has to offer. Thank you, Johanne!
- Thomas G. client for 13 years
We are satisfied clients of IG Wealth Management for 14 years now with Johanne Asselin. Her complete financial services, made to guide us in different life stages, was comforting to guarantee the future of our two kids and plan our retirement better. We can get advice for all our needs at the same place: Insurance, mortgage, as well as Registered Education Saving Plans, which today allows our children to follow the college studies of their choice, and for us to plan our RRSP, TFSA, investments and our retirement with peace of mind, guiding us through life’s challenges. We have often recommended Johanne’s services. Thank you for your excellent personalized support.
- Sophie D. and Pierrick L. clients for 14 years
It’s with great pleasure that I am writing this to tell you how much I appreciate the support I have gotten from Mrs. Thibault, especially after the loss of my partner, as she helped me with all the documents to settle the estate. Mrs. Thibault has always been a precious help through the years, always very professional and patient with me, as I find managing my investments difficult. Therefore, thank you very much.
- Jocelyne P. client for 24 years