Your Financial Life.
One Clear Plan.
I’m Harman Kang, a financial advisor with IG Wealth Management in Waterdown, serving Hamilton, Burlington and surrounding communities. I help individuals, families & business owners make clear decisions about their money and plan for what matters most.
Personal advice from me, supported by IG Wealth Management’s team of specialists.
See How Your Financial Life Fits Together
We bring your investments, retirement, tax considerations, insurance and estate planning into one coordinated financial plan.
Who We Help
Professionals & Executives
Business Owners
Pre-Retirees & Retirees
Families
You’re earning and saving well. We’ll help you decide how to use your income, investments and workplace benefits to support your goals today and prepare for the future.
Your business and personal finances affect each other. We’ll help you plan for savings, retirement and an eventual business transition, working with tax and legal specialists where needed.
Know what retirement could look like for you. We’ll explore when you could retire and how your savings, pensions and investments could support the lifestyle you want.
Balance today’s responsibilities with tomorrow’s goals. We’ll help you plan for education, manage competing priorities and consider how to protect the people who depend on you.
Meet Harman Kang
Your Financial Advisor in Waterdown
Choosing an advisor is personal. You want someone who listens, explains things clearly and takes the time to understand what matters to you.
I’ll work with you to understand your goals, talk through your options and agree on practical next steps. You’ll work directly with me, with support from IG Wealth Management specialists when additional expertise would be helpful.
We can meet at an IG Wealth Management office in Waterdown, Burlington, Mississauga or Grimsby, at your home, or virtually.
What Working Together Looks Like
We’ll take the time to understand your situation, explain your options and agree on a plan you’re comfortable moving forward with.
01
CONVERSATION
We’ll discuss what matters to you, what prompted you to reach out and the questions you want answered.
02
DISCOVERY
We’ll review your finances and the planning you’ve already done to understand your starting point.
03
YOUR PLAN
We’ll explore your options, explain the trade-offs and recommend practical steps toward your goals.
04
TAKING ACTION
We’ll agree on priorities and help put your decisions into practice, coordinating with specialists where needed.
05
ONGOING REVIEWS
We’ll review your progress and revisit your plan as your life, needs and priorities change.
Advice That Continues as Life Changes
You’ll have someone to turn to when new questions or decisions arise.
Is Your Portfolio Still Right for You?
Get a clearer understanding of the investments you already own.
If you’re unsure whether your investments still suit your goals, we can review your current portfolio together. We’ll discuss what you own, the risks involved and how your investments support the plans you have for your money.
Bring your questions and recent investment statements. We’ll discuss what’s working and what may deserve a closer look.
01 — YOUR GOALS
Consider whether your investments suit what you’re saving for and when you expect to need the money.
02 — YOUR RISK
Review diversification, areas of concentration and how comfortable you are with potential changes in value.
03 — YOUR COSTS
Discuss the investment fees and expenses shown in your available statements and what they mean for your portfolio.
Your Financial Plan. All in One Place.
See where you stand and explore what comes next.
Your financial plan gives us a starting point for making decisions together. Through the IG Living Plan, you can view your financial picture and revisit your progress as your goals and circumstances change.
SEE YOUR FINANCIAL PICTURE
Understand how your savings, investments, debts and future income relate to the goals you’ve set.
FOLLOW YOUR PROGRESS
Review where you stand and identify areas that may need attention.
EXPLORE YOUR OPTIONS
Consider how decisions such as retiring earlier, saving more or making a major purchase could affect your plan.
KEEP YOUR PLAN CURRENT
We’ll revisit the assumptions and adjust your plan when your life or priorities change.
Global Investment Expertise. A Personal Approach.
Through IG Wealth Management, your investment plan can draw on strategies managed by experienced investment firms from around the world. We’ll help you understand how the available options fit your goals, time horizon and comfort with risk.
Experienced Investment Managers
Access investment strategies supported by teams that research companies, markets and opportunities around the world.
Options That Fit Your Goals
We’ll explain the investment choices available to you and recommend an approach suited to your needs and circumstances.
Part of Your Financial Plan
Your investment decisions should support your broader priorities, including retirement income, tax considerations and the people you want to provide for.
Personal Advice, Supported by Broader Expertise
Harman is your main point of contact. When your situation calls for additional expertise, he works with colleagues and specialists across IG Wealth Management to help address your needs.
Harman Kang
Wealth Advisor
Harman works directly with you to understand your priorities, develop your financial plan and review your progress as life changes.
Bobby Trajkovic
Wealth Advisor / Division Manager
Bobby supports planning conversations for business owners, helping connect business and personal financial goals with relevant tax considerations.
Sandro Di Diodato
Wealth Advisor
Sandro contributes to financial planning and investment discussions, helping individuals and families evaluate their options and plan for their goals.
Specialist Support
Philip Petursson
Chief Market Strategist
Philip provides market and economic insights that inform investment discussions and help put changing conditions into perspective.
Jill Archer
Insurance & Estate Specialist
Jill supports discussions about insurance, protecting family finances and planning for the transfer of wealth.
Melanie Locking
Mortgage Specialist
Melanie provides guidance on mortgage and borrowing options, considering how financing decisions relate to your broader financial goals.
Let’s Meet Where It Works for You
We can meet at an IG Wealth Management office in Waterdown, Burlington, Mississauga or Grimsby, at your home, or virtually. We’ll choose a location and format that works for you.