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. With over 60 years of financial experience, we will help you build confidence in your future as we manage and protect your wealth.
We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. A key to your financial well-being is our ability to engage the right experts to meet those needs and to benefit from as many identified financial opportunities as possible.
Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will ensure that your IG Living Plan is aligned to your evolving goals. We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience.
For you, this means more time to live and enjoy your life with the confidence that your financial affairs are in good hands.