At IG Private Wealth Management, we believe that real financial advice is about more than investing – it’s about the confidence to pursue your dreams knowing that you and those you love will continue to thrive


Perspectives on Wealth – New webinar series

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.

Our thought leaders share recent perspectives

Try the IG Living Plan Snapshot

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

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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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

Assistance for clients with U.S. tax filing obligations

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.

3 minute read

Charitable giving during COVID-19: What to consider

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. 

2 minute read