IG Wealth Management's Advanced Financial Planning team includes tax accountants, estate lawyers (and notaries in Quebec), financial planning specialists, pension specialists and individuals with various types of advanced expertise. Working collaboratively with IG Consultants and our investment, insurance and credit specialists, the team has helped guide Canadians across a range of situations and goals, including personal, corporate and trust taxation, estate planning, family property matters, trusts and disability planning, charitable giving, and farm taxation.

The team is led by the following individuals: