We know wealth comes with complexity. That’s why we’re here—to simplify the hard stuff and ensure every decision feels right. Tax efficiency, estate planning, business succession, retirement security—it’s all part of the plan. But more importantly, we make sure you feel cared for along the way. Whether you’re navigating a major financial decision or just need reassurance that you’re on the right track, we’re here to guide you—patiently, clearly, and with your best interests at heart.
Financial confidence comes from knowing someone has your back. That’s what we do. We connect the dots—aligning your investments with smart tax strategies, linking your retirement plans to estate preservation, and making sure your wealth is working exactly as it should. Life changes—new opportunities, shifting markets, unexpected events—but you’ll never face those moments alone. With Elliott Chaulk Private Wealth Management, you have a partner who’s invested in your success and committed to giving you the clarity, comfort, and care you deserve. Because true wealth management isn’t just about growing money—it’s about giving you peace of mind.
Running a business is not for the faint of heart. You know it. We know it. Sleepless nights. Payroll decisions. Growth versus liquidity. Every dollar accounted for, every move strategic. We’re not just Halifax financial planners—we’re business owners too. We’ve walked in your shoes. We understand what it takes to scale, protect, and eventually transition a company with financial security intact. Exiting? Expanding? Restructuring? We build financial strategies that make sure your corporate and personal wealth work together, not against each other.
At Elliott Chaulk Private Wealth Management, we believe meaningful financial planning starts with understanding you. Our thorough discovery process is designed to uncover the details that matter most—your values, your goals, and the unique complexities of your financial world.
For clients with corporations or professional corporations, this deeper understanding allows us to craft personalized strategies that reflect your specific needs and ensures no detail is overlooked.
This is wealth planning without blind spots—where business financial planning, tax strategies, investment management, and estate considerations all come together in one cohesive, powerful strategy designed to support your life and your legacy.
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.
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.
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.
Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Find out what the IG Investment Strategy Team thinks in the Q1 2025 Market Review.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
