// ON THE RECORD
Freeman Group Private Wealth Management
Halifax-based private wealth management and financial planning practice operating under the IG Wealth Management / IG Private Wealth Management dealer network. Serves business owners and high-net-worth families with investment, retirement, estate, tax, insurance and business succession/exit planning.
📍 Halifax, Nova Scotia, Canada✓ 60% first-party verified
// CLIPS FROM Freeman Group Private Wealth Management
“there's been talk for years about what's going to happen when the Baby Boomers retire”
“we'll talk to a business owner and say so who's your largest client”
“guy that I went to school with his name was Will Dennis”
“client I spoke to last week has two tfsas one at a bank one with us”
“because work was his life”
“we find our most successful business owners they're not the ones sitting in their office”
“I think of one client who said no, I got everything done, I really don't need to talk to you”
“It's estimated that 60 to 70% of businesses are going to go through some type of succession”
“You shouldn't know everything and you can't, and you're often the personality type out there creating business”
// LESSONS FROM Freeman Group Private Wealth Management
Test whether a business is sellable by asking: if the owner died tomorrow, would it run fine or fall apart?
A business is most valuable when the owner can leave for months and the team runs it better, not worse.
Digitize records before you're forced to; the paperless practice survived COVID while paper-based ones scrambled.
Over 50% of businesses will change hands in 10 years; start succession planning early because people die or get sick.
Don't assume a child wants the business; kids in their 40s-50s usually have their own careers and decline.
The easiest succession buyer is often your own management team, who already run the business well.
// ON THE RECORD WITH
IG Wealth Management Inc.
Member of
Freeman Financial operates under the IG Wealth (Investors Group) banner per episode title and framing.
Atlantic Construction Podcast
Works with
Long-time sponsor and repeat guest of AC Media; the episode functions partly as sponsor content.
Canada Revenue Agency
Regulated by
Tax-planning practice operating within CRA rules (RSP/RRIF limits, bare-trust reporting, FHSA/RDSP programs).
AC Media
Works with
New podcast partner with a planned series of financial-education episodes (1835s, 4816s).
RBC
Competes with
Positioned against bank-channel advisors (RBC, TD) on local touch and owner-to-owner empathy (1314s).
// KEY PEOPLE
PF
// NOTABLE
Title sponsor of the IG Private Wealth Management Freeman Group U20 Spiel, a junior (men's) bonspiel hosted by the Halifax Curling Club (2023 edition held Sept 22-24, 2023; sponsorship continued into the 2025 edition).
SOURCE ▸Operates under the IG Wealth Management Inc. / IG Private Wealth Management dealer platform (national IIROC/CIRO dealer), positioning itself for high-net-worth families and business owners across the Halifax region and Nova Scotia.
SOURCE ▸Building like this in Atlantic Canada?
Be a guest ▸