Kalinka Group - IG Private Wealth Management
70Good3671 Uptown Blvd Ste 202, Victoria, BC V8Z 0B9, Canada
About
Kalinka Group Private Wealth Management is a family office financial planning firm in Victoria, British Columbia, serving high-net-worth families, pre-retirees, and retirees with tax-efficient retirement and estate planning strategies.
Senior Care Path Summary
Kalinka Group provides family office-style private wealth management tailored to affluent clients planning retirement, managing complex finances, and preparing for intergenerational wealth transfer. Their services include retirement planning with tax-smart withdrawal strategies, estate and legacy planning, investment management, tax planning, and life insurance for wealth preservation. The firm emphasizes understanding clients' emotional relationship with money and goals, with accessible advisors who conduct home visits and offer ongoing reviews.
For retirees and those approaching retirement, the firm helps ensure predictable income, tax efficiency, and long-term security. They integrate estate planning, risk management, and generational wealth transfer strategies so clients can retire with confidence. Client testimonials highlight personal attention, accessibility, and the stability of long-term relationships.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Pre-retirees planning their transition
- Retirees seeking ongoing wealth management and income planning
- High-net-worth families organizing estate and legacy planning
- Business owners managing wealth after a sale or significant liquidity event
- Health care professionals (physicians, surgeons) and accountants
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
23 Google reviews
Most recent reviews
Alan Toft
3 months ago · via Google
My wife Sally and I have been with Investors Group for well over 30 years - long enough for a couple of our investment advisors to have retired!! 😀 We feel very fortunate to have spent the last few years with the Kalinka Group. We’re pretty careful and nervous in investment matters but Mike has a way of explaining potential actions in ways that are clear and, at the same time, reassuring - that, in itself, gets us thinking about the steps we should take at this time of our lives. It stops being frightening and the conversations actually become fun as the team supports us in our goals. That applies to the whole team - most of our dealings are with Mike but it’s often Andrea or Nyles who have to deal with our last minute requests - I think the last one was from Italy!! And Isabelle who keeps in touch and provides our tax information etc. We’d certainly recommend working with this team - we’re glad we do. Alan & Sally Toft
Alice Kedves
6 months ago · via Google
So glad we went to one of Mike's seminars. I was impressed by his education and experience. Since we moved our investments to him they have sky rocketed. We love his personal approach and his professionalism.
Sienna Bourdon
9 months ago · via Google
I've been working with Mike and his team for a decade now. He had helped guide me through many transitions, from starting my family practice, running a business, 2 maternity leaves, house renovations and more. Mike is always available to meet with my accountant to discuss options and help us make the best financial decision for my family. What I appreciate the most is that Mike has taken the time to get to know me and my husband, he always incorporates our values and what's important to us into our discussions. Whether it's making a decision now or future planning I always feel that Mike has our best interest at the forefront. He has never pushed certain products and has always been very transparent about fees. I would highly recommend the Kalinka group without reservation.
Summary of Google Reviews
Summarized by Senior Care Path from Kalinka Group - IG Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Kalinka Group - IG Private Wealth Management holds an excellent 5.0-star rating across 23 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- A safe, reassuring environment
Most common concerns
- Some reviewers mention cost or added fees
Services
Licenses & Registrations
- Member of IG Wealth Management Inc.
- Mortgage advisor licensed in British Columbia
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Canadian Investor Protection Fund (CIPF)
- Regulated by CIRO (Canadian Investment Regulatory Organization)
Languages Supported
- English
Location
3671 Uptown Blvd Ste 202, Victoria, BC V8Z 0B9, Canada
Also serves
- Victoria, British Columbia