About Us

Welcome to Theodor Hennessey & Loy Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

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Who We Serve

Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Theodor Hennessey & Loy provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

What our clients are saying

"Mike and Konstantine, I am absolutely delighted with your service. It is refreshing to work with financial advisers who are truly interested in their client’s needs, circumstances, and preferences. What really impressed me was the way you took the time to get a feeling for where I was and what I was trying to accomplish, your depth of knowledge, lateral thinking, and common sense approach. I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without it feeling too large or institutional. They always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. I feel like you know the whole picture and if anything happened to me now, I know my family will be well looked after."

Bette U.

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"Mike and his team have been great to work with. As an entrepreneur, I like to be razor-focused on the success of my business and not worried about money management. That said, I recognize the vital importance that smart financial planning has in ensuring my family is set up comfortably for the years to come. Mike and his team have been true professionals in helping me structure my corporation strategically and recommending savvy tax planning solutions. It's been comforting working with a team I trust and to feel confident I have the best long-term plan for growing my wealth.

Cam M.

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"Konstantine’s vast knowledge coupled with extraordinary service is rare in the financial industry… or any industry. Initially, he deftly guided our family through my mother’s Estate Account and continues to do so. He also now assists my husband and myself in managing our Retirement Funds. If we have a question, Konstantine responds immediately and if necessary, follows up with any concrete action, no matter how complex or simple. He continually reaches out to us to ensure our absolute satisfaction and warmly welcomes any communication we initiate through email or phone which is so reassuring. Konstantine is utterly dedicated to ensuring the best outcomes in every situation. A genuine, honest, kind human being who takes his responsibilities for his clients’ financial welfare to heart, we feel we have ‘struck gold’ on many levels! "

Sharon P.

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"Konstantine has been my financial consultant for 5 years and has consistently provided me with exemplary service. From our initial meetings I was impressed with his very personal approach and his ability to translate complex concepts into concise and easily understood solutions. As a business owner I have very little time to waste and so I appreciate his team’s attention to detail and his presentation of material in a clear and concise manner. He conducts himself with the utmost professionalism and comes extremely prepared to all our meetings. I would and have recommended him without reservation."

Joseph D’Amico – CEO of TransportCorp

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Education Centre

2024 federal budget

IG PRIVATE WEALTH MANAGEMENT |
The 2024 federal budget tabled by Finance Minister Chrystia Freeland on April 16 contained several proposals that will impact the financial, tax and estate plans of Canadians. The following is a summary of the most relevant budget proposals that may impact Canadians.
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Tax Benefits of incorporating your small business

IG PRIVATE WEALTH MANAGEMENT |
Tax preparation season is a good time to take a look at your unincorporated business and consider whether you should consider changing its status. If you don’t need all of your business’s income for your personal needs, it could make sense to incorporate it. In this article, we examine the different kinds of business ownership, the types of tax advantages and savings that can come with incorporation, and whether it might be a valid option for your business.
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As an incorporated business, how can I protect the value of my business through tax and estate planning ? 

Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.

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