Most people have never experienced financial planning this personal—and once they do, they never go back. At Wherry & Associates, everything we build is designed around you. Not someone like you. You. Your goals. Your future.
Our clients don’t just want investment returns—they want clarity, control, and the freedom to stop worrying. At Wherry & Associates, our North York wealth management process is built around a living plan: one that adjusts with life, evolves with markets, and keeps your goals in focus. You’ll always know where your plan stands and what comes next—so you can focus on living the life you’ve earned.
Financial planning is personal. That’s why trust, consistency, and communication are at the core of everything we do. Our team builds relationships that last—listening first, advising second, and showing up when it matters most. We’re here to be your high-net-worth financial advisor, coordinating tax strategies, estate plans, and investment portfolios that grow and protect your wealth. If something needs adjusting, we’ll catch it. If something needs explaining, we’ll take the time.
We provide financial planning for high-net-worth individuals and families across North York, Toronto and the GTA. Our clients include executives, business owners, retirees, and professionals with complex financial lives and a desire for clarity. Whether you’re preparing for retirement, planning a business exit, or guiding your family’s next generation, we help simplify the decisions that matter. From pension planning to estate transfers, we bring structure, strategy, and peace of mind to your financial life.
At Wherry & Associates, we don’t just build wealth—we build peace of mind. Our North York wealth management strategies are designed to eliminate guesswork and help you sleep at night, knowing your finances are working exactly as they should.
We focus on financial planning for high-net-worth individuals who want to feel confident about their next financial move. Whether it's tax optimization, retirement income planning, estate strategies, or investment management, everything we do is structured to protect your lifestyle, your legacy, and your long-term security.
Because when you know your plan is solid, you can stop worrying—and start living.
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.
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.
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.
Financial planning is personal. That’s why trust, consistency, and communication are at the core of everything we do. Our team builds relationships that last—listening first, advising second, and showing up when it matters most. We’re here to be your high-net-worth financial advisor, coordinating tax strategies, estate plans, and investment portfolios that grow and protect your wealth. If something needs adjusting, we’ll catch it. If something needs explaining, we’ll take the time.
I was introduced to Barb Wherry and her team approximately 2 years ago at an incredibly difficult time in my life. Barb not only helped me with ensuring all of my investment and financial needs were being met, she managed it all by being very empathetic and understanding of my situation. She truly cares. I was not treated as a transaction but as a person with real-life problems. I know that Barb and her team have my best interests in mind at all times. This is one area of my life I don't have to worry about because Barb and her team are taking care of it.
Download our free whitepaper to see how affluent Canadian families use life insurance to protect and even enhance their wealth.
The biggest risk to your wealth may not be what you think. On her recent appearance on the News Forum’s "Strictly Money", Barb Wherry takes a comprehensive look into how to protect your wealth and understanding what the risks are to your overall financial plan and how to manage them.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
