Your Full-Service Financial Planner

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.

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Halifax Wealth Management

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.

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Business Owners Helping Business Owners

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.

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Our Solutions

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.

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.

Our Team

I met Lauren at a Lunch and Learn Seminar through work. I am not very financially minded at all but knew that what Lauren had said made a great deal of sense. I was excited to go home and tell my husband. We became clients of IG right away. Lauren makes things easier for me to understand and we have a new outlook on our financial future and our children's. It is very comforting to know she is keeping an eye on us!!! 

Registered Nurse

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Education Centre

The lifetime capital gains exemption (LCGE) is one of the key tax planning advantages available to small business owners, farmers, and fishers. In 2021, it can exempt from tax up to $892,218 of capital gains realized on the sale of shares of a qualified small business corporation and up to $1 million of capital gains realized on the sale of shares of a family farm or fishing corporation.
IG PRIVATE WEALTH MANAGEMENT |
In response to the COVID-19 pandemic, employers have embraced an environment where employees work from home. With the opportunity to work from home, some Canadians are taking the opportunity to work from anywhere. For some that means working from the cottage or working from a foreign location. Before you switch from working from home to a location of your choice, there are a few things that you should consider.
Each June, we honour National Indigenous History Month and National Indigenous Peoples Day. However, these observances cannot be recognized without acknowledging the atrocity of the remains of 215 children discovered in unmarked graves at a former residential school in Kamloops, B.C. This news has deeply saddened all of us at IG Wealth Management, and it is a sombre reminder of our country’s past and the injustice that continues today.

Considering buying a vacation home down south?

Download our free whitepaper on owning vacation properties in the U.S. for answers to all your questions about tax implications, joint ownership, renting out the property, and more.

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