Welcome to Agrawal Associates - Private Wealth Management. We are a financial management team with IG Wealth Management who are committed to guiding affluent Canadians toward their financial goals.
Our approach involves specialized financial services to reflect your changing needs and inspire confidence in your holistic financial well-being. Our proactive and synchronized approach addresses 10 key areas based on experience and insights gained from serving a variety of clients over 30+ years.
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 including charity. As the community benefits, we grow stronger.
Our enhanced team-based approach provides local and national industry expertise, Agrawal Associates' 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.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we will integrate sophisticated tax investment planning solutions to help manage the complexities of your wealth minimize your tax on wealth.
Our investment management is a disciplined approach that leverages the combined talents of IG investment management teams as well as leading global wealth investment partners. Utilizing this approach unlocks a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love. By utilizing advanced strategies, we aim to maximize your legacy through multiple generations.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
