Hopkins, Pope & Associates Wealth Management
There is no one size fits all when it comes to managing your finances. At Hopkins, Pope & Associates, we make it our mission to help individuals, families, business professionals, and retirees create a financial plan that authentically fits their lifestyle and needs, now and in the future. Holistic financial planning goes beyond investment management; it considers the entirety of your financial life and helps you make informed decisions to achieve your short-term and long-term financial goals while navigating life's uncertainties. From the first meeting to legacy planning and beyond, our team is committed to helping our clients grow their wealth and achieve their goals.
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 well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40+ years combined experience in financial services, and our expertise is complemented by that of 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 we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
We are working professionals with three small children. Our lives are busy and there are a lot of moving parts. Leslie and Charlie built us a living plan that reinforces we are on track to meet our short- and longer-term financial goals. We have peace of mind knowing that their team is looking after us and thinking about all the different things that we should be aware of to secure our family’s financial future: retirement savings, educational savings, TFSAs, and risk protection (insurance), they have us covered!
- Laura and Mark, clients since 2021
First off, we would like to thank Charlie and Leslie for introducing us to the Private Wealth Planning Experience (PWPE). We are extremely pleased with the timely manner in which the whole team responded with ideas and comments for us to consider as it related to our family’s financial plan. The detail that each subject matter specialist undertook was second to none. It seemed to us that no stone was left unturned. We now have a defined path forward that has taken every nuance of our unique situation into consideration. No doubt our plan will change in the future, but we are confident that Charlie and Leslie’s team will help us navigate every transition.
- Gary and Marion, clients since 1980
As we get older, we’ve come to appreciate more and more the importance of our financial health as well as our physical health. The trust and confidence we’ve placed in the three generations of Popes (Charlie Sr., Jr., and now Leslie!) over the years has been well placed. No high-pressure tactics, but calm and steady guidance to help us maintain good financial health.
- Jenn and Doug, clients since 1985
I have been a client with IG Wealth Management for over 60 years and have been entirely satisfied with the services they have provided. With my limited knowledge of the financial world, I have always been treated with respect and with a professionalism that inspires confidence. Above all, Charlie and Leslie continue to be readily available whenever I need them.
- Don, client since 1967
We have been working with Charlie for many years. During that time, we have built a successful medical practice and raised our family. Charlie has been a trusted partner throughout every stage. Charlie and Leslie are always available - to answer questions or bounce ideas around. They really know us and have ensured that our financial plan reflects our goals. We feel confident in our financial future and Charlie and Leslie’s support as we prepare to transition into retirement.
- Fred and Lisa, clients since 1991