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Professional guidance for your wealth

Our team represents the top tier of wealth management, so you can be sure your financial strategies are personalized, closely monitored and comprehensive.

JOHN TRANTER JOHN TRANTER
No complexity
Our team excels at dissolving barriers between clients and their financial strategies. As our client, you will receive clear, consistent and current information about wealth management so you can make sound decisions about your money.
Meet our team
Wealth management solutions
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you'll find the strength of one of Canada's most respected financial corporations with experienced and qualified experts we can involve when required.
Our approach
Our approach to wealth management is based on sustainability for the long term. Keeping a close eye on your net worth is like maintaining a vintage car so you can drive it for a long time and then pass it on to your children.
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Our approach
Our approach to wealth management is based on sustainability for the long term. Keeping a close eye on your net worth is like maintaining a vintage car so you can drive it for a long time and then pass it on to your children.
Read more
When you work with us, know that your portfolio is monitored by professionals who are experienced at keeping financial goals on track. We'll tailor a flexible strategy as unique as you are. Then we'll stay in touch with you regularly to discuss options or changing circumstances.
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Wealth management solutions

High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.

We offer a full line of financial products and services:

 

Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.

 

* Preferred pricing available for households with $500,000 or more in investment assets.

"CELEBRATE WHAT YOU HAVE ACCOMPLISHED, BUT RAISE THE BAR HIGHER WITH ROB WOJTASIK, IG PRIVATE WEALTH MANAGEMENT ! Rob, your devotion, wisdom, optimism and confidence is what I was drawn to 15 years ago; your compassion, your results and continued support is why I will be your client for life.  Financial decisions are best left to the professionals.  Consumers have a..."

- Lisa H.

"I know what I want to accomplish.  I look to John for the strategies and direction to make it happen."

- Dr. Algis Mikelenas

"Rob is our financial advisor, at least he is on paper.  He is more than this though, he is a trusted friend. He was recommended as a person to trust prior to my own father in law's passing.  If that is not a vote of confidence I cannot say what else is.  Rob and his team have filled and exceeded our expectations...."

- Dr. C.T. MD FRCPC

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Thank you for taking the time to get to know our team. If you'd like to introduce us to someone you think might appreciate our services, please feel free to send them a message.
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What’s the plan?
Enjoy a truly synchronized approach to enhancing your financial well-being, now and in the future.
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Phone: (905) 304-3002   |  
Toll Free: (877) 514-2227


3 - 469 Wilson Street East
Ancaster. ON L9G 2C4

JOHN TRANTER,  CFP®
Senior Executive Financial Consultant
Investors Group Financial Services Inc., I.G. Insurance Services Inc.
B.A. (ECON), CFP, RRC
john.tranter@igprivatewealth.com
Phone: (905) 304-3002
Toll-free: (877) 514-2227
Fax: (905) 304-2145

ROB WOJTASIK,  CFP®
Associate Consultant
CFP, RRC
rob.wojtasik@igprivatewealth.com
Phone: (905) 304-3002
Toll-free: (877) 514-2227
Fax: (905) 304-2145

Rowena Nardi
Administrative Assistant
rowena.nardi@igprivatewealth.com
Phone: (905) 304-3002
Toll-free: 1 (877) 514-2227
Fax: (905) 304-2145

Janet Tranter
Administrative Assistant
janet.tranter@igprivatewealth.com
Phone: (905) 304-3002
Toll-free: 1 (877) 514-2227
Fax: (905) 304-2145

Jodi Lester
Administrative Assistant
jodi.lester@igprivatewealth.com
Phone: (905) 304-3002
Toll-free: 1 (877) 514-2227
Fax: (905) 304-2145

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