Join us for an exclusive webinar series featuring live discussions with IGM thought leaders. Our experts will offer their perspectives, insights and financial planning strategies across a range of trending topics, related to COVID-19 and beyond. Each session includes an interactive audience Q&A period.
This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you
Optimizing your retirement
We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning
Each manager is selected through a proven and rigorous process
If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.
With the onset of the COVID-19 pandemic, we have seen inspirational stories of individuals and organizations helping their communities and supporting causes in a variety of ways. During this time, you may be thinking about how you can contribute more or whether you should revisit your charitable giving approach.
You can reach us by calling 1-888-999-6515 between 9-5 CT or online below
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