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Find an advisor

Putting you at the centre

We deliver integrated financial planning that addresses all areas of your life.

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.

 

A process and plan built around you

We ask the tough questions, so nothing is missed, and deliver a comprehensive plan that captures your objectives, helps you seize opportunities and addresses challenges. We report your progress toward your goals so you always know where you stand and can have confidence that you're on the path to success... whatever success means to you.

Expert advice for everything that matters

Keeping your financial health in top shape

We understand the specific challenges you face as a medical professional, whether you're self-employed, incorporated or own your own medical practice. That's why we're uniquely qualified to advise you.

Take care of your smile, and your finances

Whether you own your dental practice or work with a partner, we know the challenges you face as a medical professional. We’ll advise you on all aspects of your financial decisions.

Your financial health is our priority, as is that of your patients

Whether you're a salaried pharmacist working in pharmacies and hospitals, or one who owns your own dispensary, we understand the specific challenges you face as a medical professional. We’ll put you in the centre of a financial plan that matches your goals, projects and ambitions.

Let’s start a
conversation

Here’s what to expect from your initial conversation with an IG Private Wealth Management advisor; they will:

1. Understand your values and goals.

2. Share our approach to financial planning.

3. Answer any questions you have.

More Solutions

How ready is your family?

Learn more

A doctor with a new family: when is the right time for Michael incorporate his practice?

Learn more

Should you incorporate your practice? Here are three good reasons.

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

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

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      • Explore
        • Client Stories
        • Our people
        • Insights & Ideas
      • What we do
        • Estate and legacy planning
        • Retirement planning
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        • Investment planning
        • Mortgage and cashflow planning
        • Charitable giving
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      • Contact us

          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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