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Find an advisor

Your business,
your family,
your dreams

We’ll take care of the financial complexity,
so you can spend more time on what truly matters.

Ready to explore even more opportunities?

Download our discovery guide for business owners.
For the best experience with this guide, please download and save the fillable PDF to your device.

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Putting business owners at the centre

Your IG Private Wealth Advisor will coordinate every detail so you can focus on running your business and enjoying your life. 

A circular diagram with "IG Living Plan" at the centre, surrounded by six key wealth drivers: Tax Planning, Asset Growth & Protection, Retirement Readiness, Wealth Transfer, Enterprise Monetization, and Legacy Planning. Lines connect each driver to the central theme, emphasizing IG Private Wealth's comprehensive approach to financial planning.

Transform your wealth and your life

Up to 98% of small business owners do not know the value of their company, even though up to 85% of their wealth is tied up in their business. With the IG Living Plan, you’ll know exactly where you stand and how to get where you’re going.

Valuable financial expertise

Your IG Advisor, along with IG’s team of tax, estate, investment and insurance experts, will proactively seek out opportunities for you, your business and your family.

Built around your vision

Imagine growing and exiting your business in a way that maximizes your financial success while building a legacy to be proud of. With IG Private Wealth, you set the vision, we help make it a reality.

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Designed to make your life easier

From valuing your business to estate planning and optimizing your health and wellness, your IG Private Wealth team and our partners will help save you time and stress while growing your wealth.

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Taking away the worries:
Dr. Patel’s legacy journey

When Dr. Sujay Patel decided to sell his business, with help from his IG Advisors, he was able to navigate significant changes in tax law, minimize his tax liabilities and maximize his business’s value.

Watch story

Let’s start a conversation

IG Private Wealth Advisors are dedicated to serving business owners like you and are backed by a team of specialists including our highly respected Advanced Financial Planning Team.

Insights and ideas for business owners

The way the sale is structured can significantly impact your tax liability.

Learn more

Accurately valuing a business is both an art and a science.

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Who will lead your organization when it’s time?

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

          All other inquires
          1-888-746-6344 from Monday - Friday
          9 a.m. to 5 p.m. CT

          Write to us

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Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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