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Submission: On June 06 via api from US — Scanned from CA
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Skip to main content menu Book a Meeting Français * Who We Are * About Us * Our Approach * Meet Our Team * Community Involvement * Who We Serve * Fishers * Our Solutions * Retirement Planning * Tax Planning * Investment Planning * Insurance Planning * Cash and Liquidity Management * Estate Planning * Business Succession * Charitable Giving * Intergenerational Wealth Transfer * Post-Secondary Education Planning * Education Centre * Articles * Videos and Webinars * Events and Seminars * Financial Resources * Money and Youth * Podcasts * Get in Touch * Find our Office * Book a Meeting * Personal Introduction * Client Login Previous Slide◀︎ Next Slide▶︎ * A FULL RETIREMENT WE CAN HELP YOU PROTECT YOUR WEALTH WITH THE RIGHT TAX-EFFICIENT INVESTMENT STRATEGIES LEARN HOW * SUCCESSION PLANNING CREATE A SUCCESSION PLAN TODAY AND CLAIM YOUR VOICE IN DECIDING THE FUTURE OF YOUR BUSINESS LEARN HOW * EXPERT TAX ADVICE INTEGRATED TAX STRATEGIES THAT LOOK AT YOUR HOLISTIC FINANCIAL LIFE LEARN MORE ABOUT US Welcome to Gallant Group. Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. LEARN MORE OUR APPROACH 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 LEARN MORE COMMUNITY INVOLVEMENT We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result. LEARN MORE OUR SOLUTIONS With an enhanced team-based approach that provides both local and national industry expertise, Gallant Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals. TAX PLANNING Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and 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. LEARN MORE OUR LEADERSHIP CLAUDE GALLANT B.S.A., CFP, RRC Executive Financial Consultant MARC GALLANT QAFP Senior Consultant MEET OUR TEAM EDUCATION CENTRE 8 COMMON TFSA PITFALLS AND HOW TO AVOID THEM IG Private Wealth Management | Feb 17, 2022 A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them. Read more PLANNING TO SELL YOUR BUSINESS OR KEEP IT IN THE FAMILY – ARE YOU SURE YOU’RE READY? IG Private Wealth Management | Feb 11, 2022 64% of business owners want to transition their business in the next 10 years. However, 51% feel the next generation is not ready and 39% worry the next generation is uninterested. Whether you plan to keep your business in the family or sell to a third party, how can you ensure your business is ready for the sale? Read more 2022 MARKET OUTLOOK IG Private Wealth Management | Jan 1, 2022 A year ago, many countries were managing through their second wave of COVID-19 infections. Many equity markets nevertheless had staged a full and complete recovery to their pre-COVID highs. Despite the equity recovery, investors were still nervous. A year ago, we had just started to hear news of pending approvals of COVID vaccines. Read more VIDEOS CREATING WEALTH FOR BUSINESS OWNERS IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies. Q1 MARKET REVIEW: A STRONG START TO THE YEAR IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility. WHAT’S YOUR PLAN? Make the most of your wealth today, without compromising your family’s financial future. View More 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. ADDRESS * Gallant Group Private Wealth Management * 1255 Main St First Floor * Moncton, New Brunswick E1C 1H9 * Investors Group Financial Services Inc. CONTACT * P: 506.857.8545 * marc.gallant@igpwm.ca CONNECT Conditions of Use | Privacy | Disclosures © 2024 Gallant Group All rights reserved.