Trusted Financial Advisors

Proudly based in St. John’s and Bay Roberts, and serving clients across Newfoundland & Labrador, our team of friendly financial advisors gets that successful individuals and business owners such as yourself need a custom touch in financial planning. We’re all about top-notch service, really getting to know you, and committing to your financial success like it’s our own. Whether you're planning to make your retirement savings last, setting your business up for success or setting up something special for your loved ones, we’re here to help make your financial dreams a reality. Whatever freedom looks like for you, let’s make it happen together.

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Our Approach

Every financial plan we craft is a living document, evolving just as your life does. As your financial advisors, we’re all about staying ahead of the curve, adapting strategies that mesh perfectly with your shifting needs and goals. We’ve worked with all sorts of clients through the years, each one teaching us something new. And when you walk through our door, we start fresh—eager to learn what makes you tick and how we can get you where you want to be.

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Giving Back

Based here in Newfoundland & Labrador, with offices in St. John's and Bay Roberts, giving back is a core part of our identity—we're always finding ways to support local causes and pitch in at community organizations. It's not just about helping out; it's about growing together—as individuals, as a team, and as a community.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Dawson & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

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Education Centre

IG Wealth Management |
If you die without leaving a will, it could become a major headache for your family members and loved ones. With no will, the government will decide on who gets your money and assets, and every province and territory have their own distinct intestate rules regarding who will benefit from your estate.
IG PRIVATE WEALTH MANAGEMENT |
And are you one of the 32,000 Canadians who’ll have to pay it? Many Canadians haven’t heard of the alternative minimum tax (AMT), which isn’t surprising when you discover that only a small percentage of Canadians typically pay AMT annually. The AMT came into the news recently when the federal government announced significant changes to it in the 2023 budget (which will come into effect in 2024). Let’s take a look at what the alternative minimum tax is, how it works, who it might affect and the impact of those changes.
IG PRIVATE WEALTH MANAGEMENT |
Tax preparation season is a good time to take a look at your unincorporated business and consider whether you should consider changing its status. If you don’t need all of your business’s income for your personal needs, it could make sense to incorporate it. In this article, we examine the different kinds of business ownership, the types of tax advantages and savings that can come with incorporation, and whether it might be a valid option for your business.

 

The Do’s and Don’ts of Designating Beneficiaries

Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.

Videos

Create a financial plan for life’s ‘what ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

See your income in retirement

With the help of an IG Advisor, you can find out your monthly income in retirement.

Sustainable investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.