Welcome to Neil Scott-Moncrieff & Kevin Carrigan
Private Wealth Management
Our financial planning team specializes in guiding business owners and high-net-worth individuals towards lasting financial success. With a focus on intergenerational planning, we help you secure your legacy for generations to come. Our clients experience personalized strategies, expert insights, and a road map to achieve their financial goals.
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
You’ve helped us immensely by showing us that early retirement was possible! Thanks for helping us thrive in our post-career lives! We really appreciate you for that.
- D.G & A.H
I'm so grateful to Neil and his team for the direction they have provided over many years to have allowed us so many memorable moments, like enjoying the views from our beautiful home to traveling the world with our family.
- S.A.
We value the team approach very much, rather than having one individual’s opinion guiding us. Everyone listens well to what is important to us, and acts promptly when a need arises. We have known Kevin for many years and trust his character and that he will always work in our best interest. Two things that we appreciate are regular, quarterly updates to review the changing economic landscape, and forward planning for those things we'd love to do. For us, that requires long term financial stability, and our crew at IG has helped us with that.
- J.P. & G.P.
It brings me a great deal of comfort to know I have a team like Neil and Kevin looking after our portfolio. Their approach ensures all my needs are taken care of like tax planning, retirement, mortgage and insurance. I look forward to a day my children can become clients and pass along the solid foundations of financial planning to ensure they continue to be supported in the challenging economic landscape.
- J.C.