Your retirement plan should keep pace with your life

For many high-net-worth individuals, sustaining their lifestyle through retirement is a top goal. However, it’s important to understand that retirement planning isn’t a one-size-fits-all concept.

Goals based retirement planning

To chart your course, we begin with a deep understanding of your current situation along with your dreams and priorities. Whether you’re planning for retirement or already retired, we’ll help you build a comprehensive plan that reflects where you are and where you want to be.

A retirement income strategy that adapts to you

As your life, goals, and needs evolve, we’ll continuously identify opportunities and strategies to help preserve your wealth and enhance your lifestyle.

Planning for the unplanned

You might believe you have a clear vision of retirement. But are you properly considering unexpected costs, including health, long-term care, and taxes? Helping you manage the risks in retirement is an important part of how we can help you build a sound retirement plan.

Did you know?

72% of affluent Canadians want to help their children buy a first home, but most haven’t included that goal in financial plans*, potentially putting retirement and other goals at risk. Find out what to consider when sharing your wealth.

_{*Based on 2021 survey data from Investor Economics and Pollara. See the French page for styling.}

Estate and legacy planning

Explore insights and ideas from IG experts More insights and ideas

What should I be focused on for year-end tax planning?

With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them.

What you need to know about TFSA over-contributions

To take full advantage of the tax-deferred growth available when investing in a tax-free savings account (TFSA), many Canadians strive to maximize their TFSA contributions as early in the year as possible.