Help preserve your wealth with integrated tax planning advice

A financial plan is your roadmap to help you achieve your goals and minimize your overall tax burden – today and in the future.

Customized tax planning strategies to help you

Maximize short- and long-term tax-saving opportunities

Build a tax-efficient investing and asset allocation strategy

Increase your net worth through optimized tax planning

Key questions to consider

Are you making the most of all your personal tax deductions and credits?

Is your retirement income plan as tax efficient as possible?

Does your estate plan include ways to minimize your family’s future tax bill?

Tax planning for business owners

Does your business structure accurately reflect what’s best for your family’s tax situation?

If your business is incorporated, have you evaluated which compensation strategy will help you maximize your after-tax cash flow?

If planning for business succession are you aware of all the tax implications?

A collaborative team of tax experts

For high-net-worth clients with more complex tax situations, our team of experts, including lawyers and accountants, will work closely with your IG Advisor and your existing professional advisors, to help design a plan that addresses your unique situation.

Explore insights and ideas from IG experts More insights and ideas

Leave your children the vacation property, not a tax bill

A vacation property is a valuable asset, not just in terms of the real estate, but also as a place that holds years of family memories.

As a Canadian, could I be subject to U.S. estate tax?

Canadians who are not U.S. citizens, green card holders or residents, may be surprised to learn that they too may be subject to U.S. estate tax.

Tax-Loss Selling: Opportunities during a market downturn

With the current uncertainty in financial markets, now could be a great time to review your investment portfolio to identify tax planning opportunities, such as tax loss selling.