A specialized team and comprehensive approach focused on all aspects of your financial life

Along with your advisor, our proprietary IG Living Plan™ provides the next generation in comprehensive financial planning. Working collaboratively with you, we can explore your different ‘what if’ questions, and optimize for tax efficiency to synchronize your entire financial life.

Managing cash flow efficiently

We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.

Optimizing your retirement

We’ll help manage the risks of retirement, preserving the capital you ’ve built and creating a tax-efficient income stream to support your needs and goals

Planning for major expenditures

We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.

Preparing for the unexpected

We can’t always anticipate the challenges that we may be faced with, but we can plan for them.  We’ll help you develop comprehensive risk management strategies to provide for those you care about.

Maximizing your business success

From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.

Sharing your wealth

Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.