At Finch Goodale we believe that wealth is about more than investing—it’s about all aspects of your financial well-being, future and legacy. That’s why clients can expect an exceptional level of personalized service and financial planning expertise that proactively responds to their full family picture today, and for years to come.
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth.
We offer you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.
With an enhanced team-based approach that provides both local and national industry expertise, Finch Goodale Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
I first met Jeff and Christina years ago at a presentation they gave at a Toronto Public Library. I was so impressed by them that I booked a private consultation for my wife and I where we all learned a lot about each other. Jeff and Christina prepared a detailed financial plan for us covering the upcoming stages of our lives, including our retirement, This plan has enabled us to feel secure that our future is financially sound. During the pandemic and all the ups and downs of the market Jeff and Christina have always been there for us, reaching out periodically, and always replying promptly when we reached out to them. Jeff and Christina have provided many services to us, including estate planning advice, will guidance, and tax strategies. We would confidently refer them to anyone.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
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