Dargis Group IG Wealth Management
At Dargis Group, experience meets continuous development. With over 54 years of combined expertise, our mission is to empower individuals, businesses and families across Alberta to reach unparalleled success through strategic planning that goes beyond the ordinary. We delve deep into your current situation and future aspirations, defining near and long-term strategies tailored to meet your evolving financial needs.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 54 years combined experience in financial services, and our expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life - a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That's why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
"In 2018, our dissatisfaction with our previous financial advisor led us to seek a change. Feeling unheard and lacking personalized attention, we turned to Adrian and Mike based on recommendations from friends. After discussing our long-term goals, including early retirement and travel, we swiftly transitioned our portfolio to their care. Adrian and Mike attentively listened, guiding us through informed decisions as our goals evolved. They played a pivotal role in exploring and weighing options, ultimately helping us achieve our dream retirement in Portugal. Their expertise and dedication have been instrumental in our financial success. We highly recommend Adrian and Mike to anyone in search of exceptional financial advice and future planning. They are truly the best!"
- Shelly B, Client since 2018
"We have been with IG for over 30 years. I initially chose IG based on recommendations from trusted family members. I was just starting out in my career and wanted to have deductions set up before receiving my first pay cheque. Over the decades, I feel I've developed a strong trust and working relationship with our advisors. They truly understand our goals and us as people. The mix of products has always allowed for a solution to meet our changing requirements and ultimately allowed us to successfully retire in our mid 50s. Having a solid plan from our advisors allowed us to make that transition very confidently and pursue the lifestyle we had worked toward for so long."
- Trent W, Client since 1987
"As an IG client for 24+ years and part of the Dargis Group for 2, I've been drawn to Adrian's innovative perspective and commitment to using technology for optimal financial solutions. He envisions the financial future, emphasizing both short-term and long-term goals. Since becoming a client, I've benefited from promising recommendations and valuable assistance for my children's financial management. The Dargis Group's comprehensive financial planning has given me clarity and confidence, ensuring my money will outlive me. I’d happily recommend their service to anyone looking to gain more trust, freedom, and confidence in their financial futures.”
- Edward C, Client since 1999