At Dennis Hunt & Associates - IG Private Wealth Management, investment planning is never one-size-fits-all. Your portfolio is part of a bigger story—one that includes retirement goals, tax planning, estate considerations, and personal values. Based in Brandon and serving Westman communities like Neepawa, Virden, and Portage La Prairie, we help clients design investment strategies that reflect what matters most to them.
A recent client—an entrepreneur who had just completed a private business sale—came to us with a vision for the future, but no clear plan for how to grow or protect the value he had unlocked. We built an investment planning strategy that included both traditional and alternative investments for high-net-worth individuals, structured to support both his retirement income needs and his legacy goals.
By coordinating with his accountant and legal advisors, we created a plan that balanced risk and opportunity—giving him clarity and confidence in his next chapter.