Skip to main content

Book a meeting Client login

Matt Nason & Brian Rose Wealth Management Logo
menu

Book a meetingClient login

  • About us
  • Who we help
    • Overview
    • Business owners and entrepreneurs
    • Incorporated professionals
    • Pre-retirees and retirees
    • Tradespeople and specialty contractors
    • Canadian expats
  • What we do
    • Overview
    • Retirement planning
    • Business succession
    • Investment planning
    • Tax planning
    • Insurance planning
    • Estate planning
    • Charitable giving
  • Insights
  • Book a meeting
  • Join our team
  • Client centre

Client centre

View my investments

view my investments

Login

Make a personal introduction

An introduction is the biggest compliment you could give us. If you are looking to share the value you have received from our team with a friend, family member or colleague, complete the following information and we will take care of the rest.

Make an introduction

Financial resources

My Canada Revenue Agency (CRA) setup

Step 1: Sign up for MyCRA.
Step 2: Authorize a representative.*

*Please contact our office directly for our CRA RepID.

My ServiceCanada setup

Sign up to view and update your information for:

  • Canada Pension Plan (CPP)
  • Old Age Security (OAS)

Click here for instructions.

IG Resources

  • Investment solutions
  • Financial calculators
  • Investment finder
  • The week in the markets
  • The Living Market podcast
young woman with smart phone

Download the
IG Wealth Management app

Easy and secure access to your IG Wealth Management accounts from your mobile device or tablet — anywhere and at any time.

apple app store
google play store

Keeping your data safe

We are committed to keeping your personal information secure. Click here to read about data security at IG Wealth Management.

Contact

Matt Nason & Brian Rose Wealth Management
(506)282-1990
matt.nason@ig.ca

IG Wealth Management Inc.
Mutual Fund Division

Connect

     

Book a meeting
Subscribe to our newsletter

Location

36 Solutions Dr, Suite 108,
Halifax, NS B3L 2H8

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

CIRO logo
CIPF logo

www.ciro.ca 

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Conditions of Use | Privacy | Disclosures

candian flag maple leaf

Proudly Canadian

© 2026 Matt Nason & Brian Rose Wealth Management. All rights reserved.