Oldfield Group Wealth Management

Financial planner for business owners, executives and high-net-worth Canadians. Clear, tax-efficient financial planning that supports your goals and simplifies your financial life—so you can focus on what matters most. At Oldfield Group Wealth Management, we focus on helping affluent Canadians make smarter financial decisions—across both business and personal wealth. We understand how your income, investments, tax obligations, and retirement goals are all connected. From navigating holding companies and succession planning to structuring compensation and building family legacy strategies, you’ll always get clear, actionable advice that moves with your life.
(IG Wealth Management Inc. Mutual Fund Division)