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Your personal IG Advisor, along with the tax, estate, investment and insurance experts from our Advanced Financial Planning team, will proactively seek every opportunity for you and your family. That’s the IG Private Wealth Planning Experience.
Imagine growing and exiting your business in a way that maximizes your financial success, while honouring the people and causes you care about most. At IG Private Wealth, you set the vision, and we help make it a reality.
From valuing your business, to planning your estate, and even optimizing your health and wellness, your IG Private Wealth team along with our select partners will streamline everything so you can save time and stress while growing your wealth.
We came to IG when we were selling our business and had questions about putting the proceeds of the sale to use, for our family and community, in the most tax-efficient ways. The team at IG Private Wealth Management helped us turn our wishes into real plans.
- Sid and Sharon
Before moving to IG, we didn’t have a plan that looked at everything we had and wanted to achieve—with the business, our home and lifestyle, and plans for our kids and retirement. The team at IG put together our Living Plan to help us minimize taxes and time spent managing our finances, so we can maximize quality time together.
- Kabir and Shilpa
IG Private Wealth Management brought clarity to a complex situation involving the sale of shares in the business. This gave us the freedom to focus our plans on our most important priority, our family. We wouldn’t be where we are today if IG hadn’t helped us take charge of our finances at the right time.
- José and Vivian
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.
