Welcome to Walsh McKenzie DeGroot
Private Wealth Management
Outside of your family, there will be no one else more invested in helping you achieve your financial goals than our team of financial professionals. We leverage the unique and distinct talents on the team and the collective wisdom gained from over 75 years of combined experience, to help guide our clients—in Victoria, British Columbia and beyond—to successful financial outcomes. We do what we say, follow through, call it like we see it and make the complex more simple. As a result, you will have confidence and peace of mind knowing that you are on track to living out the future you envision for you and your family.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 75 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Todd and his team at IG Private Wealth Management have been our financial planners for over ten years. Their hard work and dedication have earned our trust and confidence in their abilities. Their knowledge when it comes to the products that best suit our goals and risk tolerance is second to none. We continue to refer them to our friends and family for their financial planning needs—be it investments, insurance or estate planning. This team has got you covered.
Laura D.
The Walsh McKenzie DeGroot team has been both my personal and corporate financial planning partner for well over 15 years. They work seamlessly with my accountant and lawyer to ensure my financial plan is always sound and up to date. Whether they are helping me establish an employee benefits plan, selecting the appropriate life insurance, finding the best mortgage rate, or creating an optimal investment portfolio to fund my retirement, Todd and his team does it all with a personal touch that is second to none.
Russell O.
They are professional, friendly, knowledgeable and quick to respond to any of our questions and concerns. We've been with this team for a long time and we've watched our money and assets grow. It's nice knowing that we have such a steady, calm, capable group in our corner, helping us make important decisions on our long term financial and retirement planning, our mortgage, our non-registered, our RRSPs, our TFSAs and our lines of credit.
Len and Colleen K.
The team at Walsh McKenzie DeGroot has been an important part of our lives. The support and service received from this team have always been first class, totally reliable and positive. I shall continue to rely on them for as long as I live.
Eileen F.
When I joined IG I had a substantial mortgage, minimal RRSPs and no contributions to my TFSA. Todd and his team have provided guidance and sage advice on how to best direct funds always with my best interests in mind. Now, debt free and investments in place, I have retired early. Thanks to the continued support I have received from my team at IG Private Wealth Management, I have complete confidence that I will enjoy a comfortable retirement.
Marny P.