IG Living Plan Snapshot

To achieve true financial well-being, you first need to know if you’re on track to meet your financial goals. Try our IG Snapshot tool to find out. Answer a series of questions based on five dimensions of financial well-being – optimizing your retirement, preparing for the unexpected, sharing your wealth, managing cash flow and planning for major expenses. Your result out of 100 and personalized recommendations can then be used to create a comprehensive financial plan tailored to your needs.

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 global asset managers 

Each manager is selected through a proven and rigorous process

Mackenzie Investments
BlackRock
T.Rowe Price
PIMCO
J.P. Morgan Asset Management

Define your legacy with charitable giving

There’s an easier way to help you shape your philanthropic legacy.  Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.

2 minute read

Is it time to incorporate your professional practice?

Canadian professionals including physicians, lawyers, dentists, and veterinarians choose to create a professional corporation for a wide variety of personal and financial reasons. Is it right for you?

4 minute read

Meet our thought leaders

 Jack Courtney  Vice-President, Advanced Financial Planning

Jack Courtney

Vice-President, Advanced Financial Planning

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 Christine Van Cauwenberghe  Vice-President, Tax & Estate Planning

Christine Van Cauwenberghe

Vice-President, Tax & Estate Planning

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 Tom Van Tighem  Senior Vice-President, Private Wealth Management

Tom Van Tighem

Senior Vice-President, Private Wealth Management

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 Jon Kilfoyle  Senior Vice-President, IG Investments

Jon Kilfoyle

Senior Vice-President, IG Investments

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