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Anjali Jensen & Associates Private Wealth Management helps people and families make thoughtful decisions around wealth, care, family and the future.

Our work often begins during important life moments: retirement is approaching, a parent needs support, a spouse has passed, an estate plan needs attention or family responsibilities are becoming more important.

We bring warmth, patience and practical guidance to those conversations.

Here are some of the ways we help:

Retirement planning

Retirement planning can touch income, taxes, family, identity, care and legacy.

We help you create a plan for:

Retirement income
Pension decisions
Tax-efficient withdrawals
Family support
Future care needs
Estate and legacy goals

Tax planning

Tax planning works best when it fits into your larger life.

We help you look at tax decisions connected to:

Retirement income
Investments
Charitable giving
Estate planning
Wealth transfer
Trusts, corporations or complex family situations

Estate planning

Estate planning starts with care for the people closest to you.

We help you think through:

How your wealth will transfer
How to protect a spouse
How to support children or grandchildren
How to plan for vulnerable beneficiaries
How to coordinate with lawyers and accountants

Business succession planning

You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.

Investment planning

Your investments should support the life around them.

We help connect your portfolio to:

Retirement income
Long-term growth
Tax planning
Estate goals
Family needs
Values-based or sustainable investing

Insurance planning

Insurance can help protect the people and plans that matter most.

We help review coverage for:

Family protection
Estate liquidity
Tax planning
Business or corporate needs
Long-term care concerns

Charitable giving

Giving can be a meaningful part of your financial plan.

We help you explore:

Gifts during your lifetime
Gifts through your estate
Donor-advised funds
Donating securities
Family giving conversations
Tax-smart giving strategies

Wealth transfer

Wealth transfer is often deeply personal.

We help families plan for thoughtful transfers between generations, with attention to fairness, tax, family conversations and long-term care for the people you love.

IG Private Company Advisory

As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company’s specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart.

Retirement planning

Tax planning

Estate planning

Business succession planning

Investment planning

Insurance planning

Charitable giving

Wealth transfer

IG Private Company Advisory

Are you getting the tax and estate planning advice you deserve?

Discover crucial gaps in your estate plan and ways to maximize tax savings. Find out if you’re getting the kind of tax and estate advice that can really boost your financial plan.

Discover better tax strategies Take the estate planning quiz

IG PWM approach

Advice aligned to your life

Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.

IG Private Wealth Planning Experience

The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living Plan^TM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.

The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.

Integrated expertise

We deliver guidance that addresses all facets of your financial life.

_{*Private Wealth Planning Services are accessible at the discretion of the IG Advisor and the Advanced Financial Planning team, and dependent upon a number of factors, including assets under administration.}

Get in touch with our team to see if you qualify for the IG Private Wealth Planning Experience.

IG Private Company Advisory

IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.

Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.

Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:

Selling or acquiring a business
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
Strategic advisory
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
Raising capital
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions

Client stories

We work with many clients whose goals vary with their profession, family situation, life stage and personal priorities. Regardless of their circumstances, we provide all our clients with customized recommendations and access to financial solutions that provide a clear path to attaining their goals. The scenarios below illustrate the benefits of our comprehensive planning approach.

Education centre

Explore the latest insights and resources from our team, IG Private Wealth Management, and other top industry thought leaders.

Contact

Anjali Jensen & Associates Private Wealth Management

902-332-3641
jensen.associates@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

Suite 200 Halifax Place, 7001 Mumford Road
Halifax, NS B3L 4R3

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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