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
Inspired by various client situations, these case studies illustrate some of the ways we have helped our clients.
Our Private Wealth teams are in communities across Canada. Find out how we can support your unique needs.
