About Us

Welcome to Carney Lyster & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. 

 

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. 

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Giving Back

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. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Carney Lyster & Associates Private Wealth Management provides 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.

Tax Planning

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.

Investment Planning

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.

Estate Planning

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.

Our Team

James has been our financial advisor for the past 7 years. He has been instrumental in coordinating our insurance needs, tax strategies and our investment and estate planning for our personal and corporate needs. He maintains a professional approach in helping us balance our retirement planning while understanding the need to maintain our quality of life. He’s been extremely accessible by phone, email and meets with us regularly throughout the year in response to changes in circumstances and to ensure our goals are on track. Having worked with a previous financial advisor we recognize and appreciate the expertise that James brings to our financial picture.

Dr. Mariusz B. & Ms. Terri M.

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Education Centre

Videos

What you need to know about coronavirus market activity

IG Wealth Management Senior Vice President of Investment Strategy Bill Chornous provides insight on recent market volatility and the impact of the coronavirus.

2020 Market Outlook

Don't expect a recession, but the markets and economies won't grow at a torrid pace, either.

The IG Wealth Management Investment philosophy

Access some of the world's pre-eminent investment opportunities with IG.