Benefits for you:

• Maximize Your Legacy Value: secure premium practice valuation with substantial upfront payment, a tax-planned exit strategy, and an ongoing income stream into your retirement.
• Seamless Client Transition: Partner with us to design your ideal practice handover. Your trusted insights guide the process while we manage implementation, ensuring your client relationships remain strong and stable.
• Superior Client Care: Rest easy knowing your clients receive the same personalized attention and fiduciary care from our Family Office team that shares your fundamental values and commitment to excellence. 

Benefits for your clients:

• Guaranteed Advisory Excellence: Transition your clients to seasoned professionals who mirror your holistic planning expertise. Flexible arrangements available-- including bringing valued team members into our collaborative Family Office environment.
• Strategic Resource Expansion: Elevate your clients' financial journey with immediate access to IG Private Wealth Management's comprehensive advanced financial planning team to amplify their wealth potential.
• Relationship Continuity Promise: Your years of carefully cultivated client trust represent your most valuable asset. Our team prioritizes preserving those connections with the same personalized attention and dedicated service your clients have come to rely upon.

Proven Transition Process

• Personalized transition timeline
• Client relationship preservation approach
• Premium practice valuation
• Advisor-friendly payment structure

Client-first Philosophy

• Seamless client transition
• Aligned methodology and philosophy
• Expanded client resources
• Relationship excellence guarantee

Practice Support

• Dedicated transition team
• Complete back-office integration
• Frictionless technology platform
• Compliance oversight

Kimberly Rideout

CFP® CFDS

Kim has directly participated in multiple successful practice transitions over her 25-year career in business and finance. Her CFP® designation, pending TEP certification, and specialized Chartered Financial Divorce Specialist credentials equip her to handle complex high-net-worth client relationships during sensitive transition periods. Licensed across BC, AB, and SK, Kim's multi-provincial experience ensures geographic flexibility for succession implementation. Her consultative approach and dedication to personalized client relationships guarantee your legacy continues with the same level of exceptional care.

Andrew Bay 

BA(Econ.) CFP® CLU®

Andrew has mastered the art of practice transition as a Division Manager at IG Wealth Management. Having personally orchestrated multiple successful succession plans, Andrew brings invaluable real-world experience to advisors seeking their ideal legacy solution. Andrew's combination of technical expertise with high-value clients and practical experience implementing succession strategies makes him uniquely qualified to design your optimal practice transition—ensuring both your clients and your legacy receive the exceptional care they deserve.

Coby Blystone 

CFP® CLU® BBA

Coby represents the ideal next-generation advisor to secure your practice's long-term future. As the youngest CFP® professional at IG Wealth Management at the time of appointment, his entrepreneurial background and rapid achievement of advanced designations demonstrate exceptional capability beyond his years. Currently pursuing his TEP certification, Coby brings a fresh perspective while maintaining the professional standards your clients expect. His proven ability to build lasting client relationships and his active community leadership positions him perfectly to connect with multiple generations of your clients' families—ensuring your legacy continues seamlessly for decades to come.

Jade Jamison

Administrative Assistant

Sarah Lewis

Administrative Assistant

For Transitioning Advisors

1. Initial consultation and practice valuation
2. Customized transition timeline development
3. Client communication strategy
4. Gradual handover process
5. Post-transition support

For Your Clients

1. Personal introduction to the successor
2. Review of current investment strategy
3. Enhanced service model presentation
4. Regular communication during transition
5. Ongoing relationship management