Viner & Selig Wealth Management
With relatively few female advisors across Canada, we offer a unique space for women’s voices to be heard with empathy and understanding and an opportunity for conversation and genuine connection. In fact, hundreds of successful women, their partners, and families have put their trust in us to guide them through our Path to Prosperity, gaining clarity in their financial future and giving them peace of mind.
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 20 years combined experience in financial services, and our expertise is complemented by that of IGâs 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 â a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. Thatâs why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
My husband and I have had the pleasure of knowing Cindy now for a number of years in her capacity as our wealth advisor. We have the upmost faith in the advice given during our financial planning discussions. We highly recommend Cindy to create a plan with you to either begin or continue on your road to financial security.
- Peggy A.
Meeting with Shauna, I had an instant good feeling. She's an excellent communicator who offers options, with the risks and benefits, to help me choose what feels right for me. She is a very active listener, and is attentive to my needs and values, which she weaves skillfully with meeting financial goals. She explains terms or approaches I'm unfamiliar with, and I've never once felt intimidated. She never talks over me or at me, instead taking a collaborative approach. Most importantly, our meetings are never something I dread. I always leave feeling empowered and with confidence in both myself, and in having such an amazing consultant in my corner.
- Emily K.
I remember my first encounter with Cindy. My wife and I talked to her on the phone and she offered to come to our home to discuss our investments and our financial future. She came on a Tuesday evening because that’s what worked for us, she sat at our kitchen table, and we discussed everything from insurance to retirement planning. We came up with an affordable investment plan that was catered to our needs. Cindy gave us a look into our future, what retirement would look like for us and gave us a sense of trust that our previous investment firm had failed us on miserably. We continue to work with Cindy and are very happy with our investments since making the switch. Cindy is very passionate about her career and very knowledgeable in her field, very organized and true to her word. She always picks up her phone and always returns calls when she says she will. My only regret is that I hadn’t moved my investments over sooner.
- John C.