At R. Sales & Associates Private Wealth Management, we believe that wealth is about more than investing – it’s about all aspects of your family’s financial well-being, future, and legacy. Based in Burlington, our family office offering is built around a comprehensive Private Wealth Planning Experience.

That’s why our valued clients across Oakville, Hamilton, and the surrounding regions can expect an exceptional level of personalized service and financial planning expertise that proactively responds to their full family picture today and for years to come.

Whether you require highly specialized tax and estate advice, business succession planning, or tailored investment solutions – the R. Sales & Associates Private Planning Experience is uniquely designed to bring our dedicated team of IG financial experts directly to you.

HOW WE AS CERTIFIED FINANCIAL PLANNER PROFESSIONALS® CAN HELP YOU THROUGH THE CURRENT ECONOMIC CLIMATE

DETERMINING YOUR BEST STRATEGY FOR RISK AND REWARD

RESPECTING THE MARKET CYCLES

LOOKING AT YOUR ENTIRE FINANCIAL SITUATION AS YOU NEAR RETIREMENT

OUR CLIENTS HAVE EXCLUSIVE ACCESS TO THE LEADERSHIP AND EXPERTISE THEY’VE COME TO EXPECT.

R Sales & Associates team/

OUR TEAM BASED STRUCTURE ALLOWS US TO PROVIDE THE FOCUS AND VISION OF A SMALL FIRM, WHILE LEVERAGING THE STRENGTH AND BREADTH OF A GLOBAL COMPANY.

MEET OUR TEAM

NOT GETTING WHAT YOU WANT OUT OF YOUR CURRENT FINANCIAL PLAN?

THERE’S ANOTHER WAY.

"Richard has helped in a bunch of different ways. We have a retirement plan with him, mortgage & various different investments. The service has been excellent with everyone we have worked with, it’s been consistent throughout."

Frank & Annete

"We are pleased to have Daniel as our financial advisor. He takes the time to understand what our financial needs are and answers any questions we may have. Daniel is professional, attentive and always looking out for our financial well-being."

Paul & Pam

"Richard’s team is an easy 5 star recommendation, we have been with the group for many years and they have helped us plan and build a comfortable retirement."

Marsden Davies

"The team at IGW is very responsive and always available when we have questions. They have provided great service, and great advice, and touch base regularly to check in and review our funds. Daniel is a great advisor and we always have a few laughs at every meeting. Highly recommend this team!"

Julie Achtermeier

PLANNING SENSE

Our holistic approach to wealth management and financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. Operating out of our Burlington hub and serving families and businesses across Oakville, Hamilton, and the Niagara region, we are committed to providing the right information and advice you need in our one-to-one meetings, on our YouTube channel, and on our podcast, all created to help you feel confident about your family’s financial life.

FAMILY GOVERNANCE & PLANNING

FINANCIAL GUIDANCE AND ADVICE YOU CAN TRUST