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:
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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