Welcome to Toms Vanderwekken & Associates Private Wealth Management
We focus on helping clients preserve, grow and make the most of their wealth. We specialize in investment planning, insurance, tax and estate planning, business & succession planning, and charitable giving, and we look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
We were immediately impressed with the professional and personal manner in which Glen approached us. He took an exceptional amount of time to completely understand our immediate and long-term financial goals. Glen has always been available to answer any questions we might have and offers a logical explanation for any changes he has suggested. He recently guided us through a strategy that will help us pay off our mortgage much earlier than expected.
- Marci M.
We are very happy with Glen's high level of personal service and our corresponding attractive financial results that he has helped us achieve. We admire his high level of personal integrity, expertise, aptitude and overall mature life experience that is proving to be invaluable in understanding and building a strong trust relationship. Glen's service is top-notch. He contacts us on a regular basis and keeps us up-to-date on our portfolio. We would highly recommend Glen's services.
- Greg & Marcia B.
I had all my investments tied up with the bank. It seemed like money was going in and all I was getting was a slip of paper showing how poor my return was. Glen took the time to sit down with my wife and I to discuss what our future plans were. He asked us questions and presented different plans and options which would help us achieve our goals. Since we switched we have watched our plan become realized. Glen's personal touch is what makes the difference. I have introduced Glen to many friends and will continue to do so.
- Rod K.
Marc Vanderwekken has been our financial advisor since 2012 and has been instrumental in assisting us to set and attain our financial goals. He is always available as needed, offering knowledgeable advice, explaining financial options, and any fees for services in terms easily understood. He welcomes your questions and respectfully works with you. We’ve come to respect and trust Marc as we’ve successfully reached our retirement goals and have a solid plan for our post-retirement future.
- Kevin & Deborah K.