About Us

Welcome to Struss and Denny Private Wealth Management. We are a team of financial professionals who are committed to guiding Canadians toward their financial goals. 

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

Our Solutions

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we aim to integrate sophisticated tax planning solutions to help manage the complexities of your wealth and to ensure your overall plan is tax-efficient.

Investment Planning

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.

Estate Planning

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.

 We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. 

Our Leadership

Education Centre

family eating at a dinner table

Designating a direct beneficiary? Ask yourself these questions first.

IG PRIVATE WEALTH MANAGEMENT |
Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). However, designating a direct beneficiary is not recommended for many plan/policy owners, where they have non-traditional or unique family situations, as it can lead to unfavourable tax implications for beneficiaries.
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Transitioning wealth: How ready is your family?

IG PRIVATE WEALTH MANAGEMENT |
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential financial gaps and maximize your current lifestyle.
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Farm outside

Bill C-208 – New tax law eases limitations when selling small businesses, farms, fisheries to children

IG PRIVATE WEALTH MANAGEMENT |
The lifetime capital gains exemption (LCGE) is one of the key tax planning advantages available to small business owners, farmers, and fishers. In 2021, it can exempt from tax up to $892,218 of capital gains realized on the sale of shares of a qualified small business corporation and up to $1 million of capital gains realized on the sale of shares of a family farm or fishing corporation.
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Videos

Sustainable investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.

Create a financial plan for life’s ‘what ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

What’s your plan?

Make the most of your wealth today, without compromising your family’s financial future.

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You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.