Doyle & Associates

Doyle & Associates Doyle & Associates Private Wealth Management | IG Wealth Management Inc. Mutual Fund Division Of concern to most private clients? Knowledge is power!

For the past 35 years, our team has helped financially comfortable Canadians, families, retirees, professionals, entrepreneurs, and business owners envision and realize their financial goals to create lasting wealth that survives across generations.

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Success can be as simple as choosing your advisers well! Preserving the family legacy - and minimizing

conflict between family members. This is one of the many reasons that financial literacy and skill-building are a cornerstone of our practice - it's a key component of transitioning family wealth. Delivering a multi-generational approach to money management, our team places a strong emphasis on improving the core understanding of each individual family member's financial ABCs. A firm understanding of economic concepts, instruments, and strategies is essential to building the confidence of key decision-makers who are critical to empowering future outcomes. As the hosts of "Money Matters with Jim Doyle" on Joytv and BNN-Bloomberg radio, my Associate, Paige Brettle, and I met with a variety of guest experts who integrate sound business planning advice with education, financial, legal, and consultative business acumen. Together, we speak to topical financial milestones which impact all Canadians - building financial literacy coast-to-coast. Collectively, we ask: "Are you on track to create a strong personal and financial legacy?"

Understanding the intricacies of integrating wealth, legacy, and security is where a multi-disciplinary, team-based approach to problem-solving can help you achieve more.

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We can help you plan more and worry less. Areas of Focus:

✓ Wealth Management
✓ Retirement Planning
✓ Inter-generational Wealth Transfer Planning
✓ Tax & Estate Planning

Jim Doyle, Executive Financial Consultant CFP, TEP, CLU, CIWM, RRC
Paige Brettle, Associate Consultant, CHS
Ting Zou, Executive Assistant

Disclosure: https://www.ig.ca/en/legal/disclosures

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Address

Suite 1800, 666 Burrard Street
Vancouver, BC
V6C2X8

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

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