About Us

Welcome to Esser & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. 

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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. 

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Who We Serve 

We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Our clients and their families are at the heart of everything we do, every day. 

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Esser & 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’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. (*Offered through Investors Group Securities Inc.)

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.

  I have known Robert Esser of IG Wealth Management for approximately 16 years.  He is professional, knowledgeable, and a leader among his peers.  He cares deeply for both his clients and his community.  Robert recently presented information to the agents at EXIT Realty Twin Bridges- we were impressed with the information which was clear, concise and applicable to our business.  I highly recommend having Robert and his team present to your company and/or group. 

Julie J., Broker of Record/Owner- EXIT Realty Twin Bridges Brokerage

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Education Centre

If you owned a residential property in Canada on December 31, 2022, you might have to pay an Underused Housing Tax (UHT) if it was vacant or underused. Even if you’re not subject to tax, you may be required to file an Underused Housing Tax return to claim an exemption.
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