Welcome to Shoemaker Plaxton Group Private Wealth Management

Affluent Canadians have unique needs when it comes to managing wealth. The deep support and expertise we offer is designed with this in mind. Our services are best suited for lawyers, business owners, and executives in Canada with $1,000,000 or more in investable assets who have a devoted interest in growing their portfolio.

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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 wellbeing, minimize taxes, and ensure our clients can take care of the things that matter most.

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What we do

Our team has more than 95 years of combined experience in financial services, and our expertise is complemented by 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 in the big picture, every little detail matters.

Investment planning


Having the right financial plan is critical to achieving 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