Angela Moore - IG Wealth Management

We work with a range of clients and their families. Our team specializes in multigenerational planning in the Central Okanagan. We create retirement and estate plans designed to handle tax efficiently. This helps to ensure wealth is protected for generations to come.

Forming lifelong relationships with my clients is at the heart of everything I do. On top of comprehensive planning, this is one of the key things they say sets me apart from other advisors in the field. Our client/planner relationship gives me an edge to build a financial plan with deeper understanding and greater clarity. It is a financial plan we build together - we call it your ‘Living Plan” because it evolves as you and your family do. At its core is a powerful, cutting-edge planning tool that considers the “what if” scenarios you may want to look at, and then adjusts your plan accordingly. In my experience, this type of “living plan” has helped transform the way my clients and their families live their lives – for the better.