About Us

Welcome to Sylvain Morin & Associates Private Wealth Management.

We believe that managing your wealth goes well beyond managing your investments. After all, real financial advice is about more than investing – it’s about empowering you, the client, to give you the confidence to pursue your dreams knowing that you and those you love will continue to thrive.

As your life moves through different phases, a true collaborative team approach to financial planning proactively responds to your evolving needs, while providing the personalized service you deserve, so you can live life to the fullest.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Sylvain Morin & Associates 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.