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scepanovic associates burlington and oakville wealth management skip to main content book a meeting client login menu book a meeting client login about us who we help overview pre retirees and retirees business owners and self employed executives women wealth well being multi generational families what we do overview retirement planning estate planning tax planning cash management business succession investment planning charitable giving insurance planning wealth transfer insights get in touch client centre burlington and oakville wealth management with a personal touch we build lasting relationships putting your goals first with advice that evolves through every stage of life results you can see relationships you can trust financial planning isn t just about numbers it s about people clients stay with us not only because we deliver strong consistent results but because they know we re in their corner we listen we respond we make time when others don t every plan is built around your life we focus on tax efficient growth while protecting your peace of mind whether we re optimizing retirement income or guiding a business exit you ll always get thoughtful answers honest advice and a team that puts you first learn more don s story don was keen to leave a charitable legacy that reflected his values he was able to avoid high capital gains taxes by transferring his assets to his local hospital and our team led by dan scepanovic set up a charitable fund that will make an impact for years to come it came to the end of the year and i thought i could do more i don t think i could have achieved what we did without ig the benefits of this charitable giving fund will continue for many years and i like that who we help we work with successful professionals business owners and families who are looking for an oakville and burlington financial planner to take their wealth planning to the next level whether you re nearing retirement preparing to sell a company or looking to support your children and grandchildren with confidence we bring clarity to complex financial decisions financial planning for pre retirees and retirees financial planning for business owners and entrepreneurs financial planning for executives and senior professionals financial planning for women financial planning for multi generational families learn more trusted burlington and oakville financial advisors for over 30 years we ve helped clients in burlington oakville toronto and across the gta grow and protect their wealth that kind of continuity and trust you won t find it everywhere book a free consultation what we do we provide comprehensive high touch wealth planning for clients who want more than a standard portfolio from retirement planning and tax efficiency to business succession and estate strategies our team of financial advisors craft personalized plans that grow protect and transition wealth on your terms retirement planning planning for retirement involves more than just saving money it s about creating a strategy that ensures financial security and peace of mind for your future our team works closely with you to develop a comprehensive retirement plan that takes into account your current financial situation future income needs and lifestyle goals we consider factors such as pension plans investment portfolios and potential healthcare costs to craft a plan that supports a comfortable and fulfilling retirement learn more tax planning effective tax planning is essential to preserving your wealth and maximizing your financial potential our experts stay informed about the latest tax laws and regulations to provide strategies that minimize your tax liabilities we analyze your income sources investments and expenditures to identify opportunities for tax savings ensuring that your financial plan is as efficient as possible learn more investment planning building and managing an investment portfolio requires a strategic approach tailored to your risk tolerance and financial objectives our team designs investment strategies that aim for long term growth while managing risk we continuously monitor market trends and adjust your portfolio as needed to keep you on track toward achieving your financial goals learn more cash and liquidity management effective cash and liquidity management is crucial for maintaining financial flexibility and meeting both expected and unexpected expenses we assist you in developing strategies to optimize your cash flow ensuring that you have access to funds when needed while maximizing the potential for growth on your idle cash our approach balances the need for liquidity with the goal of enhancing your overall financial plan learn more insurance planning scepanovic associates offers strategic insurance planning in oakville and burlington for high net worth individuals we protect your income family and business with tailored life disability and critical illness insurance our integrated plans also support business continuity employee benefits and annuities ensuring lasting financial security tax efficiency and peace of mind learn more estate planning estate planning is a critical component of wealth management ensuring that your assets are distributed according to your wishes and that your loved ones are taken care of we assist you in creating a comprehensive estate plan that includes wills trusts and powers of attorney our approach focuses on minimizing estate taxes and avoiding probate where possible providing clarity and security for your heirs learn more business succession planning for business owners planning for the future of your enterprise is vital our team helps you develop a succession plan that ensures a smooth transition of ownership and management we address key issues such as valuation leadership development and tax implications to protect the legacy of your business and secure its continued success learn more charitable giving philanthropy can be an important aspect of your financial plan reflecting your values and commitment to giving back we guide you in establishing charitable giving strategies that align with your philanthropic goals while providing potential tax benefits whether it s setting up a charitable foundation or making direct donations we help you make a meaningful impact learn more intergenerational wealth transfer transferring wealth to future generations involves careful planning to ensure that your legacy endures we assist you in developing strategies that facilitate the smooth transfer of assets considering factors such as family dynamics tax implications and legal structures our goal is to help you pass on your wealth in a way that reflects your values and supports your heirs financial well being learn more retirement planning tax planning investment planning cash and liquidity management insurance planning estate planning business succession charitable giving intergenerational wealth transfer what our clients say i ve been a client ig and scepanovic associates for almost 15 years now dan and eddie provide consistent reliable advice and implement strategies useful to my corporate planning that when combined with my personal investment plan puts my mind at ease on both fronts with their help and the support of the full scepanovic associates team i m confident i ve picked the right people to engage in my business planning i look forward to working with them for years to come dr y endodontist i signed on with dan when he started his career in financial planning in fact i was the first client he worked with thirty four years later i m still investing with him his guidance and advice have been crucial to my well being today he s patient with my questions and explains my finances in a manner i can easily understand i highly recommend dan and i can t thank him enough for all his help over the years sandra retiree scepanovic associates has played a vital role in both our personal and business investment planning we recently sold our business and are now moving on to a different stage of our life the strategies implemented by dan and eddie have given us peace of mind while we shifted from business ownership to a more relaxed lifestyle selling a business and retiring can be overwhelming and unsettling as you wonder have we saved enough knowing our financial plan was in good hands has made all the difference j p former business owners we ve known norm for many years and he has been our financial planner our entire married life long before he joined ig wealth management it s norm s advice we ask for when we re making a career or lifestyle change and he always comes through in spades with the right strategy at the right time his guidance combined with his personal demeanour puts both of us at ease and norm s knowledge and expertise has paid off for us setting us up for a fruitful retirement if you need mortgage insurance or investment advice reach out to norm at scepanovic associates you ll be so glad you did mr mrs p working professionals book a meeting let s build your strategy book a meeting today to discover how scepanovic associates burlington and oakville financial advisors can help you protect and grow your wealth with confidence book now contact scepanovic associates private wealth management 905 847 8426 scepanovic team igpwm ca ig wealth management inc mutual fund division connect book a meeting location 1111 international boulevard suite 600 burlington on l7l 6w1 mutual funds and investment products and services are offered through the mutual fund division of ig wealth management inc in quebec a firm in financial planning additional investment products and brokerage services are offered through the investment dealer ig wealth management inc in quebec a firm in financial planning a member of the canadian investor protection fund www ciro ca insurance products and services distributed through i g insurance services inc in québec a financial services firm insurance license sponsored by the canada life assurance company outside of québec mortgages are offered by investors group trust co ltd a federally regulated trust company and arranged by nesto inc licences mortgage brokerage ontario 13044 saskatchewan 316917 new brunswick 180045101 nova scotia 202507230 british columbia alberta manitoba newfoundland labrador pei yukon nunavut northwest territories mortgage advisors are licensed professionals and equivalent to the following titles per province sub mortgage broker mortgage broker in british columbia mortgage associate mortgage broker in alberta associate mortgage broker in saskatchewan salesperson authorized official in manitoba mortgage agent mortgage broker in ontario mortgage associate mortgage broker in new brunswick associate mortgage broker mortgage broker in nova scotia or mortgage broker in newfoundland labrador conditions of use privacy disclosures proudly canadian 2026 scepanovic associates private wealth management all rights reserved