Welcome to Adler & Associates Private Wealth Management
With over 26 years of financial planning experience, we are dedicated to helping affluent Canadians achieve their financial goals. Whether you're planning for retirement or need complex tax, estate, or business advice, we ensure every aspect of your financial plan works seamlessly together.
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 26 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.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
Vesa has looked after all of my financial investments since 2005. He has done a remarkable job and I can strongly recommend him. In addition to managing my investments he has been a supportive and caring force in my life. I can always look to him for sage advice and guidance which I have done frequently over the years.
- Deborah
As a widow nearing 70, it is very comforting to have Vesa and his team just a call or an email away. Smart, trustworthy, efficient and kind. It doesn’t get better than this. Get in touch and you will get to share a similar experience. I am so pleased to recommend Vesa and his colleagues to you.
- Jane