We’ve sat across from clients as they signed the papers to sell the business they built from scratch. We’ve answered late-night calls during health scares, helped children navigate their parents’ financial legacies, and celebrated quiet victories—like paying off the mortgage or finally taking that dream trip. At Kilgour Group Private Wealth Management, we’re not just financial planners. We’re part of the lives we serve.
Some planners shy away from complexity. We lean into it. That’s because behind every technical challenge is a real person with real goals—and we love helping make those pieces fit. Whether it’s a dentist untangling corporate structures, a physician balancing tax efficiency with charitable giving, or a business owner quietly preparing for a succession, we listen with care, ask the hard questions, and never rush the answers. Because the best solutions come from knowing the full story.
Many of our client relationships span 15 years or more. We’ve watched families grow, careers evolve, and goals shift—and through it all, we’ve stayed present. Because wealth planning isn’t one big decision. It’s a series of moments, some expected, some life-altering, where having someone who already understands your story makes all the difference.
We offer coordinated, high-level financial planning that connects every piece of your personal and business life. Our family office-style services include:
Charitable giving is a core part of our family office-style approach to high-net-worth financial planning. We help you align generosity with purpose, using advanced strategies to reduce tax and increase impact. Whether you’re honouring a loved one or building a multigenerational legacy, we make giving simple, strategic, and meaningful.
Estate planning is a cornerstone of our high-net-worth financial planning services, ensuring your wishes are honoured and your family protected. We bring a family office mindset to every decision—helping you coordinate wills, trusts, POAs, and tax considerations with your legal and accounting professionals. It’s about peace of mind today and clarity for those you love tomorrow.
With a family office lens and deep experience in high-net-worth financial planning, we help clients transfer wealth thoughtfully across generations. Our process integrates family conversations, tax planning, and long-term structures to preserve what you’ve built. The result is a plan that prepares your family—not just your finances—for the future.
So many great things to say, where to start! We have been clients of Lindsey’s since 2013, and what first struck us was how personable and affable she was, not to mention her impressive wealth of knowledge of the financial world. Lindsey is very accommodating and makes herself available to answer any questions we may have. With her professionalism and knowledge of the industry, she has created a comprehensive financial plan with us using efficient tax-saving strategies. Where Lindsey excels, is breaking down the complexities of financial planning into informative, simple concepts. We are grateful for her advice and have complete confidence in her recommendations. We have come to know Lindsey very well over the years and without hesitation, have recommended her to friends and relatives.
Every client comes with a unique story, but many share common ground. Whether it’s business, family, or community at the centre of your financial world, our focus is on building plans that reflect your goals and values.
We offer comprehensive financial advice for business owners, entrepreneurs, and incorporated professionals.
From succession and estate planning to charitable giving and intergenerational wealth transfers, our team is built for complexity—and driven by compassion.
We specialize in financial planning for dentists that balances short-term cash flow needs with long-term investment and retirement goals.
We deliver tax-smart strategies, wealth preservation, and long-term growth planning.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
IG Wealth Management is committed to building strong communities across Canada.
We are walking with our communities. Join us this May for the IG Wealth Management Walk for Alzheimer’s.
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
