About Us

Welcome to Mackie/Lowe Private Wealth Management. Managing Wealth is more than just simply managing investments. Our elite, multi-generational team is committed to providing you with superior wealth management through tailor-made strategies that ensure your short and long-term goals are met.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

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Who We Serve

We are committed to helping affluent families manage the complex and evolving needs of their wealth.   Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.  Our clients and their families are at the heart of everything we do, every day. 

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Mackie/Lowe Private Wealth Management 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.

Tax Planning

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.

Investment Planning

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.

Estate Planning

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.

Our Leadership

"Working with Mackie/Lowe Private Wealth Management has brought a sense of solidity to our lives. They are a financial security blanket…one you want to keep around for a long time. They are excellent people, whose skills and knowledge are invaluable….available at any time or any place. They make it a point to keep us fully informed about all of our financial planning strategies."

Catherine & Connie N.
Client since 1998

 

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Education Centre

The lifetime capital gains exemption (LCGE) is one of the key tax planning advantages available to small business owners, farmers, and fishers. In 2021, it can exempt from tax up to $892,218 of capital gains realized on the sale of shares of a qualified small business corporation and up to $1 million of capital gains realized on the sale of shares of a family farm or fishing corporation.
IG Private Wealth Management |
In response to the COVID-19 pandemic, employers have embraced an environment where employees work from home. With the opportunity to work from home, some Canadians are taking the opportunity to work from anywhere. For some that means working from the cottage or working from a foreign location. Before you switch from working from home to a location of your choice, there are a few things that you should consider.
Each June, we honour National Indigenous History Month and National Indigenous Peoples Day. However, these observances cannot be recognized without acknowledging the atrocity of the remains of 215 children discovered in unmarked graves at a former residential school in Kamloops, B.C. This news has deeply saddened all of us at IG Wealth Management, and it is a sombre reminder of our country’s past and the injustice that continues today.

Videos

What you need to know about coronavirus market activity

IG Wealth Management Senior Vice President of Investment Strategy Bill Chornous provides insight on recent market volatility and the impact of the coronavirus.

Discover a synchronized approach

One Cottage. Four kids. How will you divide it up without dividing them up? Enjoy a synchronized approach to leaving your legacy.

2020 Market Outlook

Don't expect a recession, but the markets and economies won't grow at a torrid pace, either.