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Investment Planning

At Godwin & Associates - IG Private Wealth Management, investment planning is about connecting your money to what matters most. We design strategies that align every investment with your personal goals, tax plan, and future aspirations.  

 

Learn more about IG’s investment management team and the portfolio manager selection process.   

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.   

 

IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.   


Learn more about IG’s Climate Action Portfolios.

Personalized Investment Strategies

Your portfolio should be as unique as your story. We take time to understand your goals, values, and comfort with risk before shaping a plan that balances growth, stability, and opportunity. Every investment recommendation is tied to your broader financial picture—tax efficiency, estate strategy, retirement income, and beyond.
Whether you’re building wealth, preparing for succession, or managing intergenerational assets, our investment planning approach ensures every decision works toward the outcomes you care about most.

The Power of Alternatives

For affluent investors, diversification goes beyond traditional markets. Our team introduces alternative investments for high-net-worth individuals—private equity, real estate, and infrastructure options that expand your potential while managing volatility. 

These strategies, carefully integrated within your overall plan, open doors to opportunities typically reserved for institutional-level investors. By combining innovation with discipline, we help you build a portfolio designed to thrive in a changing economy.

Integration Across Your Wealth

Your investments are one part of a much larger picture. We coordinate every aspect of your financial life—income, tax, insurance, and estate—so your wealth functions as one connected system. This integrated approach allows us to identify efficiencies, uncover opportunities, and ensure your investments are working as hard as you do.

For business owners and entrepreneurs, we also consider corporate structures, liquidity, and succession to ensure a seamless transition between personal and professional goals.

Confidence Through Clarity

Great investment planning should do two things:

  • Grow your wealth
  • Give you peace of mind

Whether your goals involve funding retirement, creating a lasting legacy, or making an impact through philanthropy, we design strategies that adapt to change while staying true to your vision.

Our mission is simple: to help you grow, protect, and purposefully direct your wealth so every decision builds toward the future you envision.

Address

  • Godwin & Associates
  • 55 Union St
  • Suite 100
  • Saint John, NB E2L 5B7
  • IG Wealth Management Inc.
    Mutual Fund Division

Contact

  • 506-632-3930
  • fred.godwin@igpwm.ca

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Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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