At Kilgour Group Private Wealth Management, investment planning is about creating a resilient, personalized roadmap that reflects your life, your goals, and the people you care about. Whether you're planning a business exit, managing a growing family, or navigating retirement, we help ensure every investment decision supports the full picture of your financial journey.
As seasoned investment advisors, we serve clients in Sudbury and across Ontario, providing strategies that adjust to your needs over time.
Learn more about IG’s investment management team and the portfolio manager selection process.
A Family Office Experience
We offer a private, integrated, family office style planning approach. Our clients get investment advice but they also get a trusted partner who brings their accountant, lawyer, and other professionals to the table. It’s full-picture thinking from one of Ontario’s most responsive high-net-worth investment advisor teams.
This style of collaboration ensures your investment plan complements your tax strategy, estate planning, philanthropy, and business decisions. From portfolio design to intergenerational wealth transfers, every piece works in harmony.
Investment Advisors Who Thrive on Complexity
Holding companies, capital gains planning, multi-generational trusts—complexity doesn’t scare us. It motivates us. Our investment planning strategies are designed to solve puzzles, not dodge them. Whether you’re structuring a tax-advantaged drawdown or preparing a business succession, we help ensure every decision is both strategic and aligned with your long-term wealth.
As dedicated investment advisors, we’re not in this for the short-term high. We’re here for the decisions that matter 10, 20, 30 years down the road.
Keep More of What You Earn
Returns are only as good as what you keep after tax. We design tax-smart portfolios that prioritize efficiency: strategic asset location, tax-loss harvesting, corporate class investments, and charitable giving structures that benefit both your balance sheet and your values.
Our team ensures your investment plan isn’t just earning—it’s protecting. This is especially critical for high-net-worth investment advisors managing clients with complex, high-stakes portfolios.
Real Relationships, Long-Term Results
You don’t stay with an investment advisor for 15 years because of a quarterly return. You stay because they show up—for the milestones, the unexpected turns, and everything in between. We pride ourselves on the kinds of relationships that stand the test of time.
Purpose-Driven Portfolios
Your wealth is more than a number. It’s a legacy. A mission. A vision for what your family can become. We build portfolios that support impact: ESG strategies, foundations, donor-advised funds, and charitable accounts. Giving back doesn’t just feel good—it can be smart financial planning, too.
At Kilgour Group, your Sudbury financial planners, we walk you through how to align your capital with your values, turning good intentions into lasting outcomes.
Sustainable Investing
Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.
We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
Learn more about IG’s Climate Action Portfolios.
Let’s Build What’s Next
Wealth, when managed wisely, becomes a powerful tool—not just for growth, but for security, clarity, and legacy. Our investment planning services are built to evolve with you, through every life stage, opportunity, and challenge.
Whether you're seeking alternative investments for high-net-worth, looking for a long-term investment advisor, or want the full-service guidance of a family office, Kilgour Group is ready.