"Corey did a comprehensive evaluation of our situation and retirement goals, leading to a long-term financial plan incorporating tax and estate planning strategies."
"After 27 years, a lot of frustration and suspicion our finances were not well managed, we met Mr. Manzo who patiently and thoroughly went through our money mess."
"The fact we use James, as does my mother, provides a sense of security knowing that her estate is managed by a knowledgeable and professional advisor."
Bespoke strategies designed to produce life-long financial health
Canadians trust our holistic approach and tailored services to protect and build their wealth.
Speak with an IG Consultant about enhancing the future of your financial well-being
We are committed to engaging high-quality sub-advisors
Each manager is selected through a proven and rigorous process
October 10, 2018
Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
October 10, 2018
Define your legacy with charitable giving
Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.
October 10, 2018
Joint ownership with adult children
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.*
