Your IG Living Plan™ integrates tax-efficiency across 6 key dimensions of financial well-being.

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.

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.

Maximizing your business success

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

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.

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.

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.

Your IG Living Plan™ integrates tax-efficiency across 6 key dimensions of financial well-being.

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.

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.

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.

Maximizing your business success

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

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.

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.

A comprehensive financial planning approach that’s as unique as you are.

1     Discover

Your IG Advisor will clarify your goals and concerns to prioritize your needs and tailor your client experience.

2     Analyze

We’ll explore strategies and model scenarios to help grow and protect your wealth while minimizing tax.

3     Create

We’ll present integrated advice and solutions, including a customized investment portfolio.

4     Implement

Your personalized strategies will be implemented into a comprehensive financial plan – your IG Living Plan.

5     Evolve

Your IG Advisor will proactively present opportunities in your plan as your life and the world evolve.

Access bespoke private wealth management services

Exclusive investment solutions, tailored to your goals
 

Your retirement plan should keep pace with your life
 

Help preserve your wealth with integrated tax planning advice
 

Security for your future, protection for the unexpected
 

Personalized mortgage and cashflow solutions

Plan a legacy for the people and causes you love

Enhance the impact of your charitable giving
 

You’ve built a successful business; we help with what happens next