Proudly Canadian

Your business, your family, your dreams

We’ll take care of the financial complexity so you can spend more time on what you love.

Putting business owners at the centre

Your IG Private Wealth Advisor will coordinate every detail so you can focus on running your business and enjoying your life.

A circular diagram with "IG Living Plan" at the centre, surrounded by six key wealth drivers: Tax Planning, Asset Growth & Protection, Retirement Readiness, Wealth Transfer, Enterprise Monetization, and Legacy Planning. Lines connect each driver to the central theme, emphasizing IG Private Wealth's comprehensive approach to financial planning.

Transform your wealth and your life

Up to 98% of small business owners do not know the value of their company, even though up to 85% of their wealth is tied up in their business. With the IG Living Plan, you’ll know exactly where you stand, and how to get where you’re going.

Valuable financial expertise

Your IG Advisor, along with IG’s team of tax, estate, investment and insurance experts, will proactively seek out opportunities for you, your business and your family.

Built around your vision

Imagine growing and exiting your business in a way that maximizes your financial success while building a legacy to be proud of. With IG Private Wealth, you set the vision, we help make it a reality.

Designed to make your life easier

From valuing your business to estate planning and optimizing your health and wellness, your IG Private Wealth team and our partners will help save you time and stress while growing your wealth.

Client stories

Discover how IG clients were able to overcome complex challenges with expert advice that put their vision at the centre of every decision.

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Partnerships focused on your business’s success

IG has partnered with industry-leading companies that are specialists in their field so we can better help grow your business, maximize its value and prepare you for succession.

The types of business owners we specialize in helping

Small business owners

We help you understand the value of your business through interVal, suggest ways to minimize tax and develop strategies for succession planning while integrating your business into your financial plan.

Medium and large business owners

IG Private Company Advisory helps business owners grow or exit on optimal terms. We advise on mergers/ acquisitions and institutional private placements, using our expertise and data-driven insights.

Solo entrepreneurs

Our key goals are to help you adopt tax-saving strategies, fully integrate your business into your personal financial plan and grow your wealth.

Professional service providers

We help you to understand the value of their business and provide insights so you can recognize how to take it forward, while growing your overall wealth.

Are you leaving money on the table?

You’ve put thousands of hours into your business. Why not take a few minutes to make sure your money is working just as hard? These quick questions can uncover immediate financial planning opportunities.

Insights and ideas for business owners

Your business, your family, your dreams

Putting business owners at the centre

Transform your wealth and your life

Client stories

Partnerships focused on your business’s success

The types of business owners we specialize in helping

Are you leaving money on the table?

Insights and ideas for business owners

The way the sale is structured can significantly impact your tax liability.

Accurately valuing a business is both an art and a science.

Who will lead your organization when it’s time?

Let’s start maximizing your business value

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