Nault Group Private Wealth Management

Legacy planning isn’t only about assets.

For many families, it’s also about values, communication, and making things easier for the people you care about most. Those are deeply personal conversations, and important ones.

If legacy planning is something you’ve been thinking about lately, we’re here to help guide those discussions thoughtfully.

https://www.naultgrouppwm.ca/connect-us

There’s something about summer that naturally shifts perspective.

People slow down just enough to think about what they really want the next chapter of life to look like - more freedom, more time with family, more flexibility. Those conversations are often where meaningful planning begins.

If this season has you thinking differently about the future, we’re always here to connect: https://www.naultgrouppwm.ca/connect-us

What Our Clients Are Asking 🤍

“What should we be thinking about before keeping or passing down the family cottage?”

For many families, cottages and vacation properties hold years of memories - but they can also bring important conversations around taxes, ownership, maintenance, and long-term plans.

When we work with clients, our approach is to help families think through both the emotional and financial side of those decisions, so future plans feel thoughtful and clear for everyone involved.

If this is a conversation starting to happen in your family, we’re always happy to help guide it. https://www.naultgrouppwm.ca/connect-us

Life insurance can play a much bigger role in a financial plan than many people realize, especially when it comes to tax efficiency and estate planning.

This article offers a helpful look at some of the tax benefits associated with life insurance and how it can support long-term wealth planning.

When we work with clients, our approach is always personalized, making sure every strategy fits the bigger picture of your goals and family priorities.

A thoughtful read if this is something you’ve been curious about!
https://www.ig.ca/en/insights/tax-benefits-life-insurance

One of the biggest shifts we see as clients approach retirement is this, time becomes more valuable than ever.

That’s why financial planning isn’t just about money - it’s about creating the freedom to spend your time the way you want to.

If you’re beginning to think differently about how you want to spend your next chapter, we’d love to help you plan for it!

Reach out here! https://www.naultgrouppwm.ca/connect-us

What a wonderful morning at the IG Wealth Management Walk for Alzheimer's this past weekend. 🤍

Thanks to the incredible generosity of our clients, friends, family, and IG Wealth Management's matching contributions, we raised over $8,000 in support of the Alzheimer Society of Manitoba.

I'm so grateful to everyone who donated, walked, shared, and supported this important cause. Every dollar raised helps provide resources, education, support programs, and research for individuals living with dementia and the people who care for them.

Thank you for helping make a meaningful difference in our community. It was a great day, and I'm incredibly grateful for the support.

Wealth isn’t just something to preserve, it’s something to use intentionally. ✨

To support your lifestyle. Your family. Your experiences.

When we work with clients, we focus on aligning your resources with what matters most to you.

If you’ve been thinking about what that looks like in your life, let’s connect. https://www.naultgrouppwm.ca/connect-us

Selling a business is one of the most significant decisions an owner will make, and finding the right buyer goes far beyond valuation. It’s about legacy, continuity, and ensuring what you’ve built continues in the right hands.

This article explores some of the key considerations when preparing for that transition, including how to evaluate potential buyers and what “the right fit” really means for your goals and future plans.

When we work with business owners, our approach always starts with the bigger picture - not just the transaction itself, but what comes next for you, your family, and your long-term vision.

A thoughtful read for anyone beginning to think about succession or transition. 👉🏻 https://loom.ly/UHB5tYg

I was recently honoured to learn that I have been nominated for the 35th Annual Woman Entrepreneur of the Year Awards.

As someone who has spent over three decades building a practice centered on relationships, trust, and helping clients navigate important life transitions, this recognition is incredibly meaningful. While my name may be on the nomination, this achievement reflects the support of so many people - our wonderful clients who place their trust in us, my incredible team who make the work we do possible every day, and the family, friends, and colleagues who have encouraged me throughout the years.

I feel very fortunate to do work that I genuinely love, alongside people I deeply respect.

Thank you to the Winnipeg Women's Community for this honour, and congratulations to all of the remarkable women who have been nominated this year. Manitoba is home to an incredible community of entrepreneurs, leaders, and changemakers, and I am grateful to be included among them. 🤍

Many of us have seen firsthand the impact dementia can have on individuals and families.

That's why our team is once again proud to support the Alzheimer Society of Manitoba through the IG Wealth Management Walk for Alzheimer's. The funds raised help provide education, support, community programs, and research that make a meaningful difference for those living with dementia and the people who care for them.

To help amplify our impact, I will personally match donations made through our team page, up to $5,000.

If you'd like to support this important cause, donate, register, or join us for the walk through the link below. Every contribution helps. 🤍 https://loom.ly/ofQkJ6I