Why we’re different
At Jonathan Davies - IG Private Wealth Management we believe your financial world should support the life you envision.
We specialize in helping business owners, professionals and families across Halifax and Nova Scotia make sense of investments, taxes, estate-decisions and everything in between.
Our approach is rooted in genuine relationships, guided by a strong sense of responsibility. We ensure your plan is built to support your goals, your lifestyle and your legacy.
Who we help
We make your financial world make sense—clear, calm, and purposeful. Our relationship-driven planning supports people who want confident decisions and fewer surprises.
Business owners and entrepreneurs
Turn busy, unpredictable business life into a steady personal plan—simpler cash flow, smart tax habits, and a path from “in the company” to “in your life.”
High-net-worth families
We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events.
Cross-border workers
Less confusion, more confidence—coordinated advice that keeps things tidy between countries and aligned with your goals.
Health care professionals
A plan that fits real schedules and real goals—organized finances, protective coverage, and investing that doesn’t demand your downtime.
Pre-retirees and retirees
Clarity on when to retire, what you can spend, and how your income will last—so you enjoy today knowing tomorrow is covered.
Lawyers
Clear structure around variable income, practical protection, and a long-term plan that supports both your practice and your family.
What we do
Managing wealth can feel complicated, but it doesn't have to. Our team helps you see the big picture, bringing every part of your financial life into one clear, coordinated plan.
Tax planning
Smart tax planning is at the heart of wealth preservation. As part of our family office-style service, we help clients in Halifax and beyond design strategies that reduce unnecessary tax exposure while supporting long-term goals. This includes structuring income efficiently, optimizing deductions, and coordinating corporate and personal tax strategies. Whether you're a business owner, professional, or retiree, we identify opportunities for income splitting, capital gains management, and charitable giving that enhance your overall financial picture. Our proactive approach means staying ahead of tax law changes and ensuring your plan remains as efficient as possible.
Personalized guidance that moves your life forward
You’ve invested your time, energy, and heart into building your success. Now you want to be sure it continues to work for you and the people who matter most. That’s where we come in. We start by getting to know you—what drives you, what keeps you up at night, and the kind of future you want to create. Our goal is to turn that vision into lasting security and peace of mind.
At Jonathan Davies - IG Private Wealth Management you’ll get your very own dedicated three-person team. You’ll have access to a financial planner, an associate, and an assistant so you can expect clear communication, proactive guidance, and seamless coordination across every part of your financial life.
A family office-style planning in Halifax
We believe a great financial plan should feel simple. Our Halifax team delivers the kind of family office-style experience that brings calm and clarity to every part of your life. We connect tax planning, investments, estate strategies, and protection into one clear plan that evolves as your needs do.
Cross-border expertise and financial confidence
For families and professionals with financial ties across Canada and the U.S., the details matter. Our team provides specialized cross-border financial planning that brings clarity and confidence to complex situations.
We coordinate tax strategies, investments, and estate considerations on both sides of the border so your wealth works smoothly wherever life takes you. We collaborate with your accountants and legal advisors to ensure every piece fits and that you have a coordinated financial strategy that protects what you’ve built, supports your lifestyle, and gives you peace of mind no matter which side of the border you call home! .
What our clients say
I had been investing with one of the banks for years and was growing tired of the personnel changes and minimal-to-losing returns. Jonathan turned my investments around with higher than average gains and helped me utilize my once under-performing RESP to get a car and tuition for my daughter. I'd highly recommend him.
Charlie M. - Client since 2013 - Sales
Jonathan is exactly what we needed and wanted in an investment advisor. Struggling to work with banking institutions resulted in frustrations, mistrust, and lost money for years. We needed something different - a personal touch; someone who understood us, who would work with us to achieve our financial goals and be a consistent and confident support to us throughout the years. Jonathan has exceeded our expectations. He's smart, sharp, and has a strong grasp on today's market. In less than one year, his smart investing and quick decisions resulted in us earning back more than what the bank lost. We are delighted to be partnering with Jonathan and IG Wealth Management. I recommend you do the same.
Heidi H. - Client since 2012 - Senior Manager
There are a multitude of qualities found in a successful financial advisor. Exceptional knowledge of the ever changing market, preparedness for client interactions, consistent communication, a proactive approach and ultimately understanding the needs and goals of the client. Jonathan Davies has provided two generations of our family peace of mind and well-earned trust with his counsel for life changing events for over 15 years, offering advice and guidance enabling us to consistently meet and exceed our financial goals.
Paul and Sandie C. - Clients since 2008 - Retired