Jean-François Roy Team
Private Wealth Management
Jean-François Roy and team focus on helping clients in the Outaouais region of Western Québec and beyond, preserve, grow and make the most of their wealth. We focus on investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that knowledge to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 50+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Another quality evening offered by IG Wealth Management! Data on international markets, on specific sectors... Specialists answering our questions... All in an excellent atmosphere with perfect food and wine pairings... And not to mention the added value of our financial planner's attentive listening and wise advice. Bravo IG! And thank you!
- Suzanne B.
All our questions are always taken seriously, and the solutions are clear and tangible. We are happy to trust Jean-François Roy and team with the management of our wealth.
- The S. Family