Colleen Moir, CERTIFIED FINANCIAL PLANNER® and industry veteran of over 23 years recently joined MacDonald & Associates IG Private Wealth Management right here in the Cold Lake and Bonnyville area.

Colleen chose IG Wealth Management after considering many options, given the firm’s commitment to full financial planning – i.e. focusing on more than just investments or retirement planning. “I wanted to offer clients the best financial planning possible” says Moir “Retirement planning, investments, tax & estate planning , business advisory— with IG it’s a fully integrated approach to financial planning.”

Brent MacDonald, Executive Financial Consultant with MacDonald & Associates says the addition of Colleen is a great fit, “Colleen’s experience, education and unwavering dedication to her clients, really sets her apart and aligns perfectly with our team’s values.” 

MacDonald & Associates Private Wealth Management, offer a sophisticated approach to managing wealth and minimizing tax for affluent business owners, oil field consultants, pre retirees and retirees. Focusing on simplifying your financial life, creating peace of mind and guiding clients through critical financial events are just some of the services that we do for clients.

In addition to joining a firm and team that focuses on detailed financial planning, another big draw for Colleen was access to a team of IG Wealth Management experts. “Not only does IG have an extensive product shelf but having access to IGs in house team of experts – including tax accountants, estate lawyers, and advanced financial planning specialists, it became very clear to me that joining IG would allow me to serve clients with even greater confidence, no matter their need or complexity.” 

“At IG, we call it the Private Wealth Planning Experience,” says Brent MacDonald, “which allows our team to pull in regional and head office experts from our Advanced Financial Planning department when a client’s situation calls for it.”

MacDonald has worked for IG Wealth Management for nearly 30 years and his commitment to client success has earned him a trusted reputation across Alberta and British Columbia.

In the company’s nearly 100-year history, they’ve established practices in communities large and small to provide sound wealth management for affluent Canadians.

For more information on why Colleen chose IG, visit www.brentmacdonald.ca/colleen-moir, or to learn more about MacDonald & Associates Private Wealth Management visit their website www.brentmacdonald.ca

MacDonald & Associates are taking on new client, to book an appointment please contact them at 780-459-3343, email brent.macdonald@igpwm.ca or colleen.moir@igpwm.ca.