At Wherry & Associates Private Wealth Management, we have over 18 years of experience helping Canadians build, protect, and transition their wealth.
Wherry & Associates Private Wealth Management offers you a sophisticated and holistic approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.
With an enhanced team-based approach that provides both local and national industry expertise, Wherry & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
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.
I was introduced to Barb Wherry and her team approximately 2 years ago at an incredibly difficult time in my life. Barb not only helped me with ensuring all of my investment and financial needs were being met, she managed it all by being very empathetic and understanding of my situation. She truly cares. I was not treated as a transaction but as a person with real-life problems. I know that Barb and her team have my best interests in mind at all times. This is one area of my life I don't have to worry about because Barb and her team are taking care of it.
Download our free whitepaper to see how affluent Canadian families use life insurance to protect and even enhance their wealth.
The biggest risk to your wealth may not be what you think. On her recent appearance on the News Forum’s "Strictly Money", Barb Wherry takes a comprehensive look into how to protect your wealth and understanding what the risks are to your overall financial plan and how to manage them.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
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.
