Welcome to Courcelles Group Private Wealth Management. We are a team of financial professionals that provide customized financial advice and solutions for business owners, families and retirees.
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.
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.
With an enhanced team-based approach that provides both local and national industry expertise, Courcelles Group 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’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
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.
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.
We are so grateful that our friends personally introduced us to Don. We have been able to review our finances and determine if we were on the right track to retire based on our financial position. Don and his team have a way of making things that might appear complex, to be more straightforward and understandable. They are very thorough in their fact-finding and financial planning and they gave us really good advice to help us achieve our long-term goals and protect our family. Thank you!
Ron and Shelley G
Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.
