Your Business is Your Biggest Asset, 
Is It Working Hard 
Enough for Your Future?

We’ll help you unlock that value, plan your retirement, and secure your legacy.

Your Business is Your Biggest Asset, 
Is It Working Hard 
Enough for Your Future?

%

of business owners say their business is their largest asset, yet only 20% have a plan to maximize its value for a future exit. 

(PwC Business Exit Planning Report)

85

60

%

of wealthy families lack a formal succession plan, and 70% of family wealth is lost by the second generation. 

(RBC Wealth Management)

98

of business owners don't know the true value of their business.

(CNBC Report)

98

%

%

1. Start with a Conversation

Book a short, no pressure discovery call. We will listen to your goals, answer your questions, and outline the next steps. Your initial assessment is completely free. 

2. Deep Dive Session 

If it is a fit, we will meet for 60 minutes, virtually or in person, to understand your full story, your business, your goals, and the “what ifs” that keep you up at night.

3. See Your Blueprint 

We will show you a complimentary preview of where your current plan could work harder, along with examples of the strategies we would build for you.

"My wife and I have been investing with Darke Turnbull Private Wealth Management for almost 3 years, the comfort of having professionals manage our finances has brought calm to our life regarding finances. The meetings are concise, the advice is solid, the returns have been excellent and we are confident in our future. 

As business owners, the IG team have also recommended we create a new business structure and the team has done a great job helping us understand the benefits of implementing this. 
If you are looking for solid advice, back by excellent infrastructure and technology, make the call now to Darke Turnbull."

NT & AT - Business Owners

"I’ve worked with Travis and his team for almost 10 years and cannot thank them enough for the effort and support they’ve provided my family and I. 

Travis does a wonderful job explaining the options available to us, and we’re proactively making decisions that will better the future for my family. Thank you for everything you do!"

JH - Software Sales

"Travis Darke and the wealth management team at IG have gone the extra mile for me. They have helped me secure 2 incredibly thorough and affordable critical illness and disability insurance. They have helped my family navigate a tricky estate planning and have helped me grow my portfolio more than I thought possible over the last 12 months.

If you want honest and reliable financial advice; If you want someone who will go to bat for you with insurance companies to ensure that you get the best possible product for your money, look no further. You will not be disappointed.Feel comfortable knowing that your money is in good hands if you work with these two outstanding gentlemen."

GB - Naturopathic Physician

What is your fee structure?

We charge a single advisory fee for our services. This fee is fixed and does not vary based on your investment selections. We've intentionally structured it this way to eliminate conflicts of interest and ensure our compensation reflects the quality of our advice and service—not the products we recommend.

How are you compensated?

Advisory fee only.

Do you receive any kickbacks or commissions from financial products? 

Absolutely not. 

6. Ongoing Support

We implement every part of your plan and meet with you regularly to adjust as life evolves. 

5. Get Your Plan

At your recommendations meeting, you will see a clear and actionable plan for retirement and legacy success.

4. Make It Official

If you are ready to move forward, we handle all setup and paperwork, making the transition seamless . 

What is your investment philosophy?

We prioritize capital preservation while positioning assets for growth. Our goal is to deliver superior risk-adjusted returns. In simple terms: safe money that makes money.

How do you determine the right investment strategy for me? 

Our discovery meeting is designed to understand the full scope of your financial situation. We tailor every financial plan and strategy to your unique needs—no cookie-cutter solutions here.

Can you help me with tax planning? 

Absolutely. Tax planning is a core part of our financial strategy. We aim to optimize your net-of-tax returns, ensuring your investment performance is strengthened by smart tax decisions. We focus on your overall financial outcome—not just gross returns 

What happens if I need to withdraw my money or change my plan? 

There’s no fine print. All investments we manage are transferable to other institutions without penalty. We don’t believe in fencing clients in. Our white-glove service is designed to be unmatched—our clients stay because of the value we provide, not legal constraints 

What are your qualifications? 

Our partners, Travis and Dan, are both Certified Financial Planners (CFPs)—the gold standard in the industry. This credential is held by only about one-third of Canadian financial advisors.