Canning & Poole Group Wealth Management
We specialize in comprehensive financial planning tailored to the unique needs of small business owners and individuals in or approaching retirement. As CERTIFIED FINANCIAL PLANNER® professionals, we offer investment, insurance and estate planning, as well as debt management and tax optimization, to provide holistic solutions that safeguard your financial well-being.
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 30 years 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. 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
I have been a client for 29 years and Doug has played an integral part in my financial planning. I have found him to be knowledgeable, proactive, and on top of market trends and strategies. As my financial situation evolved with both my personal and business investments, I will soon meet my retirement goals.
- Mike, Business Owner
My wife and I have been clients for some 30+ years, both pre- & post-retirement. Doug analyzed our lifestyle & future plans (travel!) & came up with investment suggestions that provided us with additional funds to live the "good life." He also advised us on what to do with our investments after we both retired & how to provide for our children & grandchildren. If things change in the investment world, he calls & discusses options with us so that we maintain our revenue stream. We also get together in person at least once a year for a review to see if our plans have changed for the future as we age. All in all, he's been great & we're glad that we got together when we did.
- Wayne, Former CRA Employee
My wife and I have had the privilege of working with Doug Canning at IG Wealth Management since 2018, managing both our personal and business finances. He has been an invaluable resource, and his expertise, council, & advice have helped us greatly. Doug has always been very professional, eager to help, and always working for our benefit. On top of all that, he is very personable and approachable, making himself available to explain, assist, and guide us whenever we have questions. We are grateful to Doug, and confident in our financial future thanks to his guidance.
- Paul, Local Business Owner
We are very pleased with the outstanding service provided by Canning & Poole Group. Their prompt response to inquiries and extensive knowledge of investment products have made them an invaluable partner in securing our financial future. Whether we had a question about investment options or needed clarification on a financial strategy, Canning & Poole Group consistently provided timely and thorough explanations, ensuring we felt confident in every decision we made together.
Ryan Poole has also demonstrated an exceptional ability to leverage our small business assets for retirement planning. His expertise in this area was instrumental in crafting a comprehensive strategy that not only maximized our retirement savings but also minimized tax liabilities. After the sale of our business, he continues to provide invaluable guidance, offering strategic insights to optimize our estate planning. Ryan is not just a financial planner; he and his partner Doug Canning are trusted advisors who prioritize clients' financial well-being. Their combination of expertise, responsiveness, and dedication sets them apart in the industry. We wholeheartedly recommend Ryan to anyone seeking personalized financial guidance and peace of mind.
- E.T. & D.S.
Ryan has been our financial advisor for many years. My wife and I have always managed our own portfolios, so the thought of having someone else manage our money was initially concerning. We met a few advisors before making our decision. From the time we met Ryan we were impressed and both decided he was the clear choice. From the first meeting on, Ryan was professional, personable, and a person we knew we could trust. After making our decision it took us a long time to transfer funds to Ryan. We had a tough time relinquishing control of our funds. Throughout, Ryan was patient and not overly aggressive trying to gain control of our portfolio. We don't care for aggressive advisors so he checked all the boxes.
Recently, my 58 year old wife passed. We were together for 42 years, so it was a devastating time in my life. We dealt with many financial institutions, including the largest Canadian banks. The only institution I dealt with that wasn't constantly making mistakes was Ryan and IG Wealth Management. The whole process with Ryan was seamless. From day one, Ryan has been punctual, always being quick to respond and consistently goes over and above. A decent, caring man that I highly recommend. He truly cares about me, my well being and managing my portfolio.
- T.C.
We have been working with Doug Canning for many years and he is very knowledgeable, always putting the interest of clients first. Whenever we have a question, Doug is on the other end of the line or is willing to meet with us in person if it’s more convenient for us. He explains very clearly, and his smart investment decisions have shown us he is very trustworthy. Five stars and highly recommended.
- T. & B. James