Welcome to Shoemaker Plaxton Group Private Wealth Management
Affluent Canadians have unique needs when it comes to managing wealth. The deep support and expertise we offer is designed with this in mind. Our services are best suited for lawyers, business owners, and executives in Canada with $1,000,000 or more in investable assets who have a devoted interest in growing their portfolio.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near- and longer-term strategies to maximize financial wellbeing, minimize taxes, and ensure our clients can take care of the things that matter most.
What we do
Our team has more than 95 years of combined experience in financial services, and our expertise is complemented by IG’s in-house tax, estate, insurance, mortgage, and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life—a living plan that evolves as your circumstances change over time. Because in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to achieving your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth, and income priorities.
What our clients say
If we hadn’t had Ryan’s guidance, we’d be living a different life.
When her husband Rod died unexpectedly, the insurance strategy that Ryan at Shoemaker Plaxton Group had put in place allowed her and her children to keep living the way they’d always lived.
For more than 14 years, I have trusted Ryan with my financial needs. His consistency, dependability, and exceptional understanding of the financial landscape are unmatched. No matter the complexities of my financial situation, he has consistently offered personalized and strategic solutions that fit my unique needs. Ryan and his team truly stand by their commitment to clients, and I couldn't recommend them highly enough. I only know how to make money. I leave the rest to Ryan's team.
Dr. Sean W., BA LLB MBA PhD, Professor of Entrepreneurship, Toronto Metropolitan University Best Selling Author | Serial Startup Founder | Angel Investor
Ryan has been an integral part of my financial journey from Associate to Partner. He has provided advice to myself and my spouse at each stage of our career, helping us with each milestone along the way. We value being able to reach out to Ryan regarding all aspects of our financial life. We would highly recommend Ryan to anyone who is too busy to manage these tasks for themselves.
Martha, Lawyer, Partner, Tax
Ryan is a fantastic advisor—he is extremely strategic and practical in his advice, and is ultra-responsive when any questions arise.
Chris, Lawyer, Partner, M&A
Ryan has been an expert advisor and really a business mentor. He has been able to help me strategically set up my financial life in a way that will allow myself and my family to enjoy, even more, in the future. I refer him to everyone who wants to have their money work for them!
Nicole M., Clinical Psychologist and Owner
Working with Adam is a pleasure. He is personable, extremely knowledgeable and gives sensible and practical advice to suit my needs. He is also flexible and forward thinking, which has helped me when my circumstances and financial story changed after becoming a parent. Adam is always quick to respond and always makes me feel like I’m the most important client he works with. I trust him completely.
Riley F. – Interior Designer/Owner
For years I have trusted Adam with my financial planning and affairs. I have had the experience elsewhere feeling like a number, but I met Adam and now I know what responsive, flexible, and personalized professional consulting feels like. Adam helps me design the right goals and plans for me while helping me navigate all the noise out there.
Bill M. – Vice President, Global Enterprise Sales