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Skip to main content menu View Our Events Book a Meeting * Who We Are * About Us * Our Approach * Meet Our Team * Community Involvement * Testimonials * Who We Serve * 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 * Financial Resources * Events and Seminars * Podcasts * Get in Touch * Find Our Office * Book a Meeting * Client Login * WHAT'S YOUR PLAN? DISCOVER A TRULY SYNCHRONIZED APPROACH TO PROTECT AND BUILD YOUR WEALTH LEARN MORE ABOUT US WELCOME TO HUEBERT & ASSOCIATES PRIVATE WEALTH MANAGEMENT We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. Managing your wealth means more than managing your investments. To properly grow and protect your wealth, we provide superior wealth management experience through a comprehensive approach. This integrated perspective will help align your wealth with your life circumstances, plans and aspirations. LEARN MORE OUR SOLUTIONS With an enhanced team-based approach that provides both local and national industry expertise, Huebert & Associates 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 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. LEARN MORE WE USE STRATEGIES DESIGNED TO FIT YOUR UNIQUE NEEDS—WHETHER PERSONAL OR BUSINESS—AND WE WORK DAILY TO ANTICIPATE YOUR EVOLVING FINANCIAL LIFE. ADDRESS * Huebert & Associates Private Wealth Management * 100 - 210 Martindale Rd * St. Catharines, Ontario L2S 0B2 * Investors Group Financial Services Inc. CONTACT * P: 1.855.538.8010 * peter.huebert@igpwm.ca CONNECT Conditions of Use | Privacy | Disclosures © 2024 Huebert & Associates All rights reserved.