A successful business owner about to retire, but are they considering the full family picture?
How we can help
A team of experts working with you
Your personal IG advisor, along with the tax, estate, investment and insurance experts from our Advanced Financial Planning team are here to help you plan for all the possibilities that your wealth brings. Hear what our clients have to say about the IG Private Wealth Planning Experience.
How we have helped our clients
- BUSINESS SUCCESSION
- RETIREMENT & PROPERTY
- HEALTHCARE PROFESSIONAL
- BENEFICIARY WITH A DISABILITY
Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?
How we can help
A doctor with a new family – when is the right time for Michael to incorporate his practice?
How we can help
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
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
It’s always good advice to surround yourself with experts.
What’s on your mind today?
Contact us for a complimentary consultation with an IG Advisor in your community.
