Your Trusted Financial Partners
We bring over 34 years of combined experience working with affluent individuals & families, business owners, and corporate execs. Our goal is to understand what truly matters to our clients and assist them in accumulating, preserving, and transitioning their wealth through professional wealth management, investment advice, tax planning, retirement planning, estate planning, and more.We specialize in guiding our clients through major life transitions by developing a financial blueprint that enables strategic planning. Our mission is to work closely with our clients to create and implement a comprehensive wealth plan that responds to their needs and provide a clear strategy to help them achieve their goals.
Access to Experts
IG in-house experts work with our team to deliver investment management, tax mitigation, wealth and estate planning, mortgage, credit, and insurance recommendations to help our clients make the most of their wealth. The team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists. We also have access to the IG Private Company Advisory team that provides strategic and transaction services to mid-market businesses. Individual experts and specialists are represented by the following individuals:
Regional Specialists
Our Solution
Our process begins with an in-depth analysis of your current financial circumstances, and we work with you to develop a comprehensive wealth management solution that will help achieve your unique goals. Our wealth managers design, implement, monitor and evaluate the program and make adjustments as your life and investment objectives evolve over time. The investment strategies we implement are customized, well diversified and risk managed.
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 and that is 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.
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What our clients say
"I was overwhelmed by the complexity of my finances and unsure of the best way forward. That’s when I reached out to Llewellyn & Associates. They not only helped me identify my financial goals but also crafted a step-by-step plan to achieve them. With his guidance, I have seen a significant improvement in my financial health. Jay & Harman are true professionals who genuinely care about their clients’ success
-Paul