• Why should I work with a financial advisor?

    Financial planning is complex and it can be daunting to tackle it on your own when you have a lot of other things competing for your time. We ask the relevant questions, offer an objective perspective when it comes to making wealth-related decisions, and work with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • What information will you need from me to create my comprehensive financial plan?

    We will start by discussing your current and future goals, followed by any initial concerns you may have. Next, to ensure we can provide a comprehensive plan, we will need current investment and bank account statements, insurance policies, and details on outstanding debts and monies owed, your most recent tax returns, a household budget (if you have prepared one) and plans for travel, large purchases, or helping children with education, home ownership or other pursuits.

  • How can a Halifax financial planner help me feel more prepared for the years ahead?

    A Halifax financial planner can help bring the different parts of your financial life together, from retirement income and investments to tax planning, estate planning, insurance and wealth transfer. Just as importantly, we can help you think through the personal questions that often come along with those decisions, including aging, future care, family responsibilities and how you want to support the people you love.

  • What should I look for when choosing a Halifax financial advisor?

    Choosing a Halifax financial advisor is a very personal decision. Beyond experience and qualifications, you want someone who takes the time to listen, understands what matters to you and makes space for the questions that may not have simple answers. The right relationship should give you a trusted place to turn as your life, family and financial needs change over time.


     

  • What does private wealth management mean for me and my family?

    Private wealth management looks at your financial life as a whole rather than treating each decision separately. Your investments, retirement income, taxes, estate plans, insurance, charitable giving and family responsibilities can all affect one another. We help bring those pieces together while also working alongside your accountant, lawyer and other professionals when needed.


     

  • How can IG Private Wealth Management support my family’s financial future?

    IG Private Wealth Management offers planning and wealth management services for individuals and families whose financial lives may involve many moving parts. At Anjali Jensen & Associates Private Wealth Management, our work can include retirement planning, investments, tax strategies, estate planning, insurance, wealth transfer and thoughtful planning for the people who may depend on you in the future.


     

  • Why might working with a CFP® professional be important?

    A CFP® professional brings advanced education, professional standards and a broad understanding of financial planning to the relationship. Qualifications are important, but so is feeling heard and understood. We believe financial planning works best when you have someone who takes the time to understand your family, explains your options clearly and helps you make thoughtful decisions at a pace that feels comfortable.


     

  • How can a financial advisor for widows provide support after the loss of a spouse?

    Losing a spouse can leave you facing financial decisions at a time when simply getting through the day may already feel like enough. A financial advisor for widows can help you gently work through pensions, survivor benefits, investments, insurance, taxes, estate updates and retirement planning. There is no need to make every decision at once. We can help you understand what needs attention now, what can wait and what the next step might look like.


     

  • What can Halifax retirement planning help me think through beyond retirement income?

    Halifax retirement planning can include much more than deciding how much money you can comfortably spend each year. You may also be thinking about taxes, pensions, investments, helping children or grandchildren, future care needs, your estate and how you want the next chapter of your life to feel. We help you look at all of those questions together so your financial plan continues to reflect the life you want to live.


     

  • Can a financial consultant help my family plan for aging in place?

    Yes. If aging in place is important to you, planning early can help you think through what may be needed to make that possible. We can look at how your retirement income may support future care, whether your home may need to change over time, who you would trust to help with financial decisions and what your family should understand about your wishes before those conversations become more urgent.


     

  • How can financial planning for special needs adults help protect someone I love?

    Financial planning for special needs adults often begins with a very personal question: how can I make sure someone I love continues to be cared for in the future? We can help families think through trusts, benefits, long-term funding, estate planning, insurance, future caregivers and trustee decisions. We can also work alongside lawyers, accountants and other professionals to help create a plan that provides thoughtful support for the years ahead.