// 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
“if you were to die today how would the business evolve”
“there's been talk for years about what's going to happen when the Baby Boomers retire”
“a business owner will say to us oh yeah I go on vacation for two or three months”
“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”
“we find sometimes the easier conversation is who's in your management team”
“I'm not going to say I know everything about home building that's your expertise”
“it always amazes me how few people have current Wills in place”
“I think about like pro athletes who retire”
// 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.
// 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 ▸