Family-Focused Planning

At Deprez Private Wealth, we see financial planning as a family story. For many of our clients, money is about protecting what generations have built and creating a future that feels secure and meaningful. Looking for Interlake Region financial advisors, Winnipeg financial advisors, or Stonewall financial advisors? Our role is to connect your hard work to your goals—whether that means preparing for retirement, building wealth, or creating a legacy that supports your children and grandchildren.

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Local Focus, Generations of Trust

For decades, families have turned to us for guidance. Today, we work with many clients whose grandparents first started working with our family many years ago. These multigenerational relationships are part of what makes our work so meaningful. Passing wealth from one generation to the next takes care, planning, and attention to detail. Our team ensures that every transfer, whether through estate planning or legacy design, is done with respect for the family’s story. This continuity is why clients trust us to help keep their family wealth strong for decades to come.

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Estate Planning and Legacy

Every family has a unique vision for what their wealth should achieve. Some want to keep the farm in the family. Others want to see their small business passed on smoothly. Many want to ensure their children and grandchildren are supported for years ahead. As experienced financial planners, we provide high-net-worth financial planning that connects today’s goals to tomorrow’s legacy. We host estate planning events, guide families through complex decisions, and build clear plans that protect wealth and minimize unnecessary tax burdens. From Stony Mountain to Lockport, clients come to us because they know their legacy matters here.

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What We Do

Your financial life is made up of many moving parts—investments, retirement plans, taxes, family goals, and the legacy you want to leave. We bring all of these pieces together into one clear plan, so you don’t have to manage them on your own. Our role is to connect the dots, making sure every decision supports the bigger picture of your life. We coordinate with accountants and lawyers to ensure every detail of your financial plan works together seamlessly.

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.

Our Leadership

Personal Service, Always

Our team’s roots are in the Interlake, and that small-town spirit of loyalty and responsiveness shapes everything we do. Clients often tell us they feel heard, respected, and understood in a way that’s rare. When you call, you speak to someone who knows your story. Our high-touch approach means we’re always available to walk through changes, answer questions, or adjust strategies.

Who We Help

Every client comes with a unique story, but many share common ground. Whether it’s business, family, or community at the centre of your financial world, our focus is on building plans that reflect your goals and values.

 

Business Owners & Entrepreneurs

As a financial planners for small business owners, we help entrepreneurs balance the demands of running a business with the need to secure personal financial stability.

 

Farming Families

As farm financial advisors, we work closely with farming families across the Interlake Region to manage the complexity of land, equipment, and succession—helping ensure the family farm remains both a livelihood and a legacy.

 

Pre-Retirees and Retirees

With our guidance, pre-retirees and retirees in Winnipeg, Stonewall, Stony Mountain, and across Manitoba can step into the next chapter with clarity.

 

High-Net-Worth Families

Through high-net-worth financial planning, we guide families and professionals with significant assets, creating strategies that protect wealth, reduce taxes, and prepare for future generations.

It has been a pleasure working with the Deprez team. When it comes to investments, it is reassuring to know we have a team that is knowledgeable, professional, and prompt to respond to any questions or concerns we may have. They go over and above to find the answers and provide the best advice to fit our needs. They are a team we enjoy working with and trust.

S & C, Alberta

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.

As an incorporated business, how can I protect the value of my business through tax and estate planning?

Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.

Videos

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IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.