Welcome to Chris Hodgkinson & Sattu Mahapatra Wealth Management
Based in the Okanagan region in British Columbia, our team is focused on helping clients locally and across Western Canada preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
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 35 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
Choosing Chris Hodgkinson & Sattu Mahapatra Wealth Management has been one of the best decisions we have made for our financial future. Their commitment to preserving, growing, and capitalizing on wealth is unmatched. Living in the Okanagan, we needed a team that not only understood the local landscape but also had the expertise to navigate the broader financial terrain. Chris and Sattu's personalized planning approach has helped us enhance our retirement income, optimize tax strategies, and plan for the future of our estate. Their guidance has instilled in us a sense of confidence about our financial future that we didn't have before. They truly understand the value of trust, and work tirelessly to ensure that our financial affairs are expertly managed.
- Elaine F & Rob F
I have been under the care of the IG team—specifically Chris Hodgkinson and Sattu Mahapatra since about 2018. They manage my retirement plan, life insurance needs as well as important business decision support, alongside other business investment opportunities from time to time. It is nice to have this kind of relationship and support with a team that sees more than just helping you pick a mutual fund to park your money in. I would certainly recommend Sattu and Chris at IG to help with your long-term financial plans and goals.
- Ross M
Chris and Sattu provide solid support in helping us manage our financial affairs/estate planning. Sattu with his years of experience in the financial field and Chris with his analytical capabilities have helped guide us through the challenging times we face today.
- Suzanne M & Steve V