IG Wealth Management in Smithers, BC, is your trusted partner for personalized financial planning and wealth management.

Located in the scenic Bulkley Valley, IG Wealth Management – Smithers combines the strength of a national leader in wealth management with a deep commitment to the local community. Our office at 1221 Main Street, Smithers, BC, serves as a hub for individuals, families, and business owners looking to secure their financial future. Led by skilled advisors like George Whitehead and Shauna Peterson, our team brings decades of expertise and a personalized approach to every client. At IG Wealth Management, we’re more than just financial advisors—we’re your partners in building a life of financial confidence and opportunity.

We offer comprehensive financial planning and wealth management services.

At IG Wealth Management – Smithers, we understand that no two financial journeys are the same. Our advisors take a holistic approach, crafting tailored strategies to meet your unique goals. Our key services include:

• Retirement Planning: Customized plans to ensure a comfortable and secure retirement.
• Investment Management: Expert portfolio design and management to grow your wealth.
• Tax and Estate Planning: Strategies to minimize taxes and protect your legacy.
• Insurance Solutions: Coverage options to safeguard your income, assets, and family.
• Business Owner Services: Specialized support for entrepreneurs to thrive financially.

Whether you’re starting a family, nearing retirement, or expanding a business, we’re here to guide you every step of the way.

Our local expertise and community commitment set us apart.

What makes IG Wealth Management – Smithers unique is our strong ties to northern BC. Our advisors live and work in the Bulkley Valley, giving them a firsthand understanding of the region’s financial landscape. Here’s what you can expect from us:

• Local Insight: We tailor solutions to the specific needs of Smithers residents and businesses.
• Personalized Attention: Our advisors prioritize your goals, offering one-on-one guidance.
• Community Engagement: We actively support local causes, such as the Smithers Salvation Army, through fundraising and volunteer efforts.
• Proven Expertise: Our team holds respected credentials like CFP and FMA, ensuring top-tier advice.

Meet our experienced team of financial advisors.

Our Smithers office is home to a dedicated team of professionals, including George Whitehead and Shauna Peterson, who bring passion and knowledge to every client interaction.

• George Whitehead: A seasoned advisor accessible at (250) 877-0495, George excels in creating investment strategies that align with your vision.
• Shauna Peterson, CFP, FMA: As Division Manager, Shauna offers advanced planning expertise and a track record of community leadership, including raising funds for local charities.

Together, they lead a team committed to your financial success.

Our approach to wealth management is built on trust, expertise, and innovation.

At IG Wealth Management – Smithers, we blend cutting-edge tools with time-tested strategies to deliver results. Our approach includes:

• Holistic Planning: We consider your entire financial picture for a cohesive strategy.
• Advanced Technology: Tools like the IG Living Plan Snapshot provide clarity and confidence.
• Client-Centered Focus: Your goals drive everything we do, from planning to execution.

Contact us today to start your financial journey.

Take the first step toward a brighter financial future with IG Wealth Management – Smithers. Visit us at 1221 Main Street, Smithers, BC, or connect with our advisors directly:

• George Whitehead: (250) 877-0495 | george.whitehead@ig.ca
• Shauna Peterson: (250) 847-4272 | shauna.peterson@ig.ca

Learn more about our services at www.ig.ca. Let us help you achieve your financial dreams in Smithers and beyond.