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Get in touch

Your wealth is full of possibilities. Now you need a plan.

Our IG Private Wealth experts can guide you through the opportunities and challenges of higher net worth.

Find out how

How we have helped our clients

  • BUSINESS SUCCESSION
  • RETIREMENT & PROPERTY
  • HEALTHCARE PROFESSIONAL
  • BENEFICIARY WITH A DISABILITY
More client stories

A successful business owner about to retire, but are they considering the full family picture?


How we can help

  • Business transition options
  • Estate planning for blended families
  • Vacation property succession planning

Read the full story

Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?


How we can help

  • Planning for tax obligations in different countries
  • Selling at market today vs. the future
  • Passing on property to children

Read the full story

A doctor with a new family – when is the right time for Michael to incorporate his practice?


How we can help

  • Financial implications of incorporating his practice
  • Blended family and common-law considerations
  • Integrating financial planning for a child with disabilities

Read the full story

Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?


How we can help

  • Planning for a beneficiary with a disability
  • Planning for a beneficiary who is a spendthrift
  • Guiding on family communication strategies

Read the full story

At IG Private Wealth Management, we understand your big picture, right down to the smallest details.

A dedicated IG Advisor by your side

A living plan built by a multi-disciplinary team

Access to exclusive investment solutions

A dedicated IG Advisor by your side

Your IG Advisor is committed to being there for you for the long term, guiding you through life’s stages and milestones, while leading an integrated team of financial professionals best suited to your needs.

A living plan built by a multi-disciplinary team

With IG's Private Wealth Planning Experience, you have access to a team of experts, including tax, insurance and estate specialists who collaborate to build your personalized financial plan.

Access to exclusive investment solutions

We bring you world-class asset managers that can be outside the reach of individual investors, unlocking diverse investment opportunities and global institutional expertise.

Your personalized financial plan

Our specialized financial planning approach integrates tax strategies and tailored investment advice across six key dimensions of your financial life:

  • Managing cash flow efficiently
  • Optimizing your retirement
  • Planning for major expenditures
  • Preparing for the unexpected
  • Maximizing your business success
  • Sharing your wealth
Explore what we do

It’s always good advice to surround yourself with experts.

Meet the team

What’s on your mind today?

Contact us for a complimentary consultation with an IG Advisor in your community.


 

Get insights from the experts

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2023 Federal budget

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Review documents

Planning to sell your business or keep it in the family – are you sure you’re ready?

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Tax benefits of incorporating your small business

Tax benefits of incorporating your small business

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Explore more insights and ideas


 

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      • Explore
        • Client Stories
        • Our people
        • Insights & Ideas
      • What we do
        • Estate and legacy planning
        • Retirement planning
        • Tax planning
        • Investment planning
        • Mortgage and cashflow planning
        • Charitable giving
        • Insurance planning
        • Business succession
      • Contact us

          Online Access
          1-877-796-3788 from Monday - Friday 
          7 a.m. to 7 p.m. CT

          All other inquires
          1-877-796-3788 from Monday - Friday
          9 a.m. to 5 p.m. CT

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