About Us

Welcome to Rick Floer Group Private Wealth Management. We help clients commit to their Financial Plan through our unique wealth management process. This commitment to the plan creates the correct habits and confidence to ensure they achieve their life goals. We understand a sustainable and successful partnership requires mutual trust and respect - We manage people not money.

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Our Process

We implement a holistic approach to the financial planning process. It is not just about where you are today but where you want to be. It’s your financial future and we will custom-tailor solutions in your financial plan to address your unique goals and concerns.

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In the Community

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.

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How Can We Help ?

Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.

Home Ownership

Owning your own home is an accomplishment that can provide financial security, flexibility and stability.

Planning to Retire?

Canadians are living longer than ever before. And while people once anticipated enjoying travel and leisure activities in their retirement years, things have changed.

Managing Your Own Business

Starting your own company is a challenging and risky business but can also be very rewarding.

Our Team

 

Education Centre

As part of our ongoing commitment to maintaining an enhanced level of service and thought-leadership, it is important that our team is continuously learning and sharing. We believe that education and knowledge help empower better decisions, and ultimately inspire greater financial confidence in our clients.

Here you can find the latest insights and resources from our team, IG Private Wealth Management and other top industry thought leaders.

Assistance for clients with us tax filing obligations

IG PRIVATE WEALTH MANAGEMENT |
If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.
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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Rick Floer |
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task. Hiring a financial professional could be one of the...
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Retirement Success

Rick Floer |
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no...
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Videos

 

Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.

 

 

Perspectives on Wealth with Bill Chornus

Bill Chornus, SVP Investment Strategy, IG Wealth Management, offers his perspective on what’s happened in the markets and where the economy is headed.

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