Is your financial well-being on track?

Try our IG Living Plan Snapshot to find out.  This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100.  This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs. 

Canadians trust our holistic approach and tailored services
to protect and build their wealth.

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.

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.

 Optimizing your retirement   We manage risk to preserve capital and create an income stream to support your needs and goals

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   Establish a unique estate plan for your needs, that allows your legacy to live on for those you care for

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.

Tax-efficient strategies

Our holistic approach helps you build a financial plan that not only achieves your financial goals, but also helps minimize your overall tax burden – now and in the future.

 

We are committed to engaging high-quality global asset managers 

Each manager is selected through a proven and rigorous process

Mackenzie Investments
BlackRock
T.Rowe Price
PIMCO
J.P. Morgan Asset Management

Your 2019 Tax Return Checklist

The April 30th tax filing deadline is around the corner (June 15th for self-employed persons). As you get ready to file, download our fillable PDF checklist to ensure all of your tax documents are in order.

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Define your legacy with charitable giving

There’s an easier way to help you shape your philanthropic legacy.  Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.

2 minute read

Meet our thought leaders

 Jack Courtney  Vice-President, Advanced Financial Planning

Jack Courtney

Vice-President, Advanced Financial Planning

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 Christine Van Cauwenberghe  Vice-President, Tax & Estate Planning

Christine Van Cauwenberghe

Vice-President, Tax & Estate Planning

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 Tom Van Tighem  Senior Vice-President, Private Wealth Management

Tom Van Tighem

Senior Vice-President, Private Wealth Management

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 Jon Kilfoyle  Senior Vice-President, IG Investments

Jon Kilfoyle

Senior Vice-President, IG Investments

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