Embark on a personalized financial journey

What matters to you matters to us. We’re here to help you achieve your goals with a custom-made IG Living Plan™ that reflects your priorities, preferences and personal circumstances, and grows with you.

Let’s have a conversation

 

 

A personalized planning experience

 

As we build your personalized IG Living Plan, we’ll solve for complexities and take advantage of available opportunities by integrating recommendations from our resident experts in portfolio construction, risk management cash management, insurance, and tax and estate planning.

We can also discuss recommendations with your lawyer, accountant and business advisors (with your permission) so their insights are reflected in our guidance. This experience is particularly valuable to those with more complex needs, including business owners, professionals, farmers and fishers. Services include:

  • Investment portfolio analysis and construction.
  • Tax-efficient retirement savings and income strategies
  • Legacy planning and multi-generational wealth transfer solutions.
  • Guidance on fulfilling your philanthropic priorities
  • Risk protection strategies and insurance solutions
  • Succession, growth, and compensation strategies for business owners, including access to IG Private Company Advisory

 

 

What true financial advice looks like

Integrated financial planning is about managing every aspect of your financial life.

The IG Living Plan framework covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses. We also help business owners maximize success by integrating personal and business financial plans to enhance overall financial health.

AWP EN

Description

FEATURED PODCAST

The Living Market podcast

Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life.

Listen now

 

A plan for your priorities

A tax-efficient financial plan built by our team of experts in portfolio construction, estate planning, philanthropy and business succession.

Getting started is easy

Here's what to expect from you initial conversation with an IG advisor; they will:

  • Understand what’s important to you: your values, concerns and goals.
  • Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
  • Answer any questions you may have and establish our next steps.