Your investments should do more than grow. They should reflect your values, support your lifestyle, and build a foundation for the people and causes that matter most. At Mignault Badder & Associates, we’re high-net-worth investment advisors who take a comprehensive, personal approach to managing your money. That means aligning your investment planning with every other part of your financial life—your business, your retirement, your tax plan, your estate.
We’re not just looking at performance—we’re looking at purpose. And we build your plan to serve it.
Investment Planning That Starts with Why
We don’t begin with charts—we begin with questions. What does success look like to you? Do you want to retire early? Sell a business? Fund your grandchildren’s education? Make a lasting impact with your wealth?
Once we know what matters to you, we design an investment strategy that’s fluid, forward-thinking, and engineered to support your goals through every life transition.
An Investment Advisor Who Sees the Whole Picture
As experienced investment advisors, we know that real success doesn’t come from chasing returns—it comes from building a financial plan that adapts and grows with you. Your portfolio is one piece of a bigger structure. It should integrate seamlessly with:
- Your retirement goals
- Your estate planning strategy
- Your risk management needs
- Your short- and long-term tax considerations
We bring everything into alignment so your investment plan functions like a well-run business—intelligently, efficiently, and in your best interest.
Tax-Efficient Investing That Keeps More in Your Hands
High-net-worth investors face a unique challenge: taxes can quietly eat away at returns. That’s why we make tax efficiency a cornerstone of our investment planning. We think proactively about:
- Which accounts to hold which assets
- When and how to realize capital gains
- How to maximize tax credits and deferrals
- How to structure drawdowns in retirement
It’s not about being aggressive—it’s about being strategic. Every decision we make is designed to minimize drag and maximize growth.
Alternative Investments for High-Net-Worth Investors
You’ve outgrown one-size-fits-all portfolios. At Mignault Badder & Associates, we offer access to alternative investments specifically curated for high-net-worth investors.
Alternative investments aren’t for everyone—but for clients with complex needs and significant assets, they can provide meaningful opportunities outside of traditional markets.
From Growth to Income: Transitioning as Life Changes
As your goals evolve, so should your investment plan. We help clients transition portfolios from growth-oriented to income-focused as they near retirement or after a business sale. We structure investments to generate predictable income streams without eroding capital—so you can fund your lifestyle without compromise.
You’ve spent decades building your wealth. Now it’s time to let it support the life you’ve earned.
Sustainable Investing with Intentional Impact
If you want your portfolio to reflect your values, we’re here to make that happen. Sustainable investing doesn’t have to mean sacrificing returns. It means investing in companies and strategies that reflect environmental responsibility, social progress, and ethical governance—while still performing competitively.
You can grow your wealth and make a difference at the same time. We help you find the right balance.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
A Long-Term Partner in a Changing World
Markets shift. Tax rules change. Priorities evolve. We’re here through all of it. Our clients trust us to stay ahead of the curve—not only reacting but anticipating, adjusting, and guiding with clarity. We’re not here to “set and forget.” We stay engaged, regularly reviewing your portfolio and updating your strategy to reflect where you are and where you want to go.
We’re relationship-driven, not transaction-focused. That means ongoing communication, proactive support, and a commitment to making sure your financial life always feels aligned, informed, and intentional.
Built for Business Owners, Professionals, and Affluent Families
Mignault Badder & Associates works with individuals who’ve built something meaningful—professionals with complex compensation, business owners preparing for a sale, retirees managing significant assets. You’re not looking for generic investment advice. You want a strategy built on insight, not assumptions.
As high-net-worth investment advisors, we bring deep experience and a multi-disciplinary lens to your financial picture. Every decision is made with precision, backed by research, and shaped by your goals.
Let’s Create a Smarter Strategy for Your Wealth
The market isn’t going to slow down, but that doesn’t mean your financial life has to feel overwhelming. With a clear, customized investment planning strategy, you’ll gain more than returns—you’ll gain peace of mind.
Book a meeting with Mignault Badder & Associates to see how investment planning can support your goals, protect your legacy, and give you more freedom to live the life you want.