
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
Our Leadership
Our Solutions
With an enhanced team-based approach that provides both local and national industry expertise, Khorshid Bourgeault & Associates 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.
Retirement Planning
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.
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Business Succession
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.
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Intergenerational Wealth
The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
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Videos
From Faisal's Desk
An introduction from Faisal
Transitioning family wealth
When planning your family’s financial future, there’s a lot to think about and a lot to talk about. IG Wealth Management’s President and CEO Damon Murchison and Christine Van Cauwenberghe, VP of Tax and Estate Planning discuss the value of integrated, straightforward advice.