At Reid Roberts Group Private Wealth, we focus on building your confidence in the future by ensuring every aspect of your financial plan works in harmony. From navigating complex tax considerations to planning a meaningful legacy, our approach is rooted in accountability, collaboration, and delivering an exceptional client experience. This commitment allows you to enjoy life's moments with the assurance that your financial well-being is expertly managed.

Let us partner with you to secure and enhance your financial future, so you can focus on what truly matters.

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.

In the media

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

Community involvement

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more