www.anholtgroup.ca
Open in
urlscan Pro
44.235.109.52
Public Scan
URL:
https://www.anholtgroup.ca/
Submission: On June 19 via manual from CA — Scanned from CA
Submission: On June 19 via manual from CA — Scanned from CA
Form analysis 0 forms found in the DOM
Text Content
Skip to main content Book a meeting Client login menu Book a meetingClient login * About us * Who we help * What we do * Insights * Get in touch * Client centre * TRUST. TRANSPARENCY. INTEGRITY. Learn more WELCOME TO ANHOLT GROUP PRIVATE WEALTH MANAGEMENT We lead with our hearts. As a result, our business is built upon a solid foundation of trust, transparency, and integrity. Based in Saskatoon, Saskatchewan, we are committed to ensuring every client's dreams and fears are translated into clear, actionable steps that leave everyone feeling confident on the path forward. Our expertise enables us to assist clients with insurance and estate planning, corporate and agriculture succession, investment, and tax planning. Learn more 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. PRE-RETIREES AND RETIREES BUSINESS OWNERS AND ENTREPRENEURS HEALTH CARE PROFESSIONALS AGRICULTURE AND FARMING FAMILIES WOMEN'S WEALTH AND WELL-BEING EXECUTIVES FAMILIES 1. 2. 3. 4. 5. 6. 7. Learn more WHAT WE DO Our team has decades of 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. We know that, in the big picture, every little detail matters. RETIREMENT PLANNING -------------------------------------------------------------------------------- Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth. TAX PLANNING -------------------------------------------------------------------------------- Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term. 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. BUSINESS SUCCESSION PLANNING -------------------------------------------------------------------------------- You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created. ESTATE AND LEGACY PLANNING -------------------------------------------------------------------------------- We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving. INSURANCE PLANNING -------------------------------------------------------------------------------- Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs. MORTGAGES AND CASHFLOW PLANNING -------------------------------------------------------------------------------- We help you implement personalized solutions that are designed to simplify your life and capitalize on opportunities quickly, which includes having the right mortgage available to you for when you need it. Our cash management strategies will help minimize tax obligations, while maintaining your long-term financial plan. We will analyze your cash flows, assets and liabilities, and recommend credit and savings solutions tailored to your financial plan. CHARITABLE GIVING -------------------------------------------------------------------------------- Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way. IG PRIVATE COMPANY ADVISORY -------------------------------------------------------------------------------- As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company’s specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart. RETIREMENT PLANNING TAX PLANNING INVESTMENT PLANNING BUSINESS SUCCESSION PLANNING ESTATE AND LEGACY PLANNING INSURANCE PLANNING MORTGAGES AND CASHFLOW PLANNING CHARITABLE GIVING IG PRIVATE COMPANY ADVISORY 1. 2. 3. 4. 5. 6. 7. 8. 9. Learn more WHAT OUR CLIENTS SAY We have been working with Brandon Anholt and his team for a few years. They are reliable, honest, and trustworthy, and ensure the client understands their financial plans and investments. They have special expertise and are able to manage and assess all needs from investments, insurance and mortgages. They provide personalized financial plans that take into account an individual's wants, needs and dreams. Our main advisor Danielle Sharpe also offers support and seminars focused on women and wealth. She provides information and education based on the unique needs of women. The team truly cares about clients and are passionate about assisting them in financial and life planning. Lillie D. We have been with Brandon, Danielle and the rest of the team for over two years now as we moved from a previous financial institution when Danielle joined IG. We did so because Danielle provides top-notch service and is extremely personable and great to work with. She clearly understands our investment goals and needs and takes the time to ensure we are confident and happy with our goals. She checks in with us on a regular basis so we don't have to run around trying to find our advisor. We receive excellent service from the entire team. It is such a treat to be treated as a valued client. David M. Really appreciate the attention to detail and support provided by Scott Schroeder over the past few years. The expertise, advice and knowledge offered regarding investments, pensions, TFSAs, RSPs, etc has been excellent. Scott shows real interest in our personal needs and is always available, which is why we are very happy with the service provided. David H. We have been clients of IG Wealth Management for a few years now, with Danielle Sharpe as our Consultant (we followed her from a previous institution). The communication, expertise and personalized consultations have been commendable in helping us to achieve our financial and planning goals for retirement. Danielle helps us strategize our financial needs and to optimize our investments and manage the risks. She has given us insight on how to gain more stability in our future for retirement. Warren & Jeanette W. We value the team approach and very much appreciate the detailed financial plan that the team has created for us. This has provided us with confidence moving into retirement in a few years. We chose IG Wealth Management because the team seemed very knowledgeable and personable. Gord S. 1. 2. 3. 4. 5. WHAT'S YOUR PLAN? We can help you enjoy your wealth today as we help you prepare for the future. Meet now CONTACT Anholt Group Private Wealth Management 306-955-9190 brandon.anholt@igpwm.ca Investors Group Financial Services Inc. CONNECT Book a meeting Subscribe to our newsletter LOCATION 501-409 3rd Avenue South, Saskatoon, SK S7K 5R5 Conditions of Use | Privacy | Disclosures By continuing to browse this site you give consent for cookies to be used. To find out more or to set your own preferences please read our cookie policy. * Cookies Policy Cookie settingsContinue © 2024 Anholt Group Private Wealth Management All rights reserved.