As the financial world continues to evolve and become more complex each day, Canadians deserve an approach that is customized to their current and future needs.

At Wan & Associates, we specialize in bringing a holistic perspective and clarity to each client’s financial picture. Based in Calgary, Alberta and with over 40 years of combined industry experience and a Private Wealth network of specialists by our side, we are able to provide a comprehensive approach to wealth management that is current and timely and that addresses each client’s unique circumstances. Working primarily with executives, professionals, and retirees, we have had the privilege of building long term relationships that get to the heart of who the families we work with are and finding the right answers for them.

Navigating through the intricacies of todays financial landscape, we pride ourselves on being able to bring together the various pillars of our clients’ financial picture (investment, tax, risk management, and estate planning), providing guidance to enhance and simplify their financial plans.

Meet our team

Access to experts

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:

Regional financial specialists

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.

Bob Gill headshot

Bob Gill

Wealth Specialist,
Investors Group Securities Inc.

Jared Morrison

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at daniel.wan@igpwm.ca.