Welcome to Osmond Findlay & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others. We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:
President's Academy
(2021-22)
Top 50 IG Consultants based on new business
President's Council
(2019-2020)
Top 125 IG Consultants based on new business
Pillar Award
(2015-2018)
Awarded to IG Consultants in their first four years for exceptional productivity and growth
