Proudly Canadian
We serve clients with complexity — business owners, executives, professionals, farm families, newcomers, and retirees — each with unique needs that deserve a personalized approach.
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.
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.
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.
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
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.
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.
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.
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.
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.
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.
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
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.
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.
From business owners managing complexity to medical professionals making time-sensitive decisions and families planning for the next generation, we help Canadians from all walks of life turn advice into action. These are their stories.
Contact us today to arrange for a complimentary meeting with an IG Advisor in your community.
