At Quinnie Kwok & Elaine Andrew Private Wealth Management, we believe managing your wealth means more than managing your investments.
We offer you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.
With an enhanced team-based approach that provides both local and national industry expertise, we provide 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.
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.
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.
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.
Being her very first client, Elaine has been our financial partner for over 40 years. She listened to our needs and priorities as they evolved over the years and through carefully considered strategies, developed a "living" financial plan that has us retired ahead of schedule and enjoying the lifestyle we wanted. Most importantly, we are leaving a legacy for our sons. She has built close relationships with everyone and we consider her a part of our extended family, attending many family milestone events. We know and trust that Elaine and her team are there for our entire family, including our sons and grandchildren. If you are looking for a confident and genuine financial partner that goes beyond the call of duty, look no further.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
