Building wealth isn't the result of finding the better product or cheaper service. Building, preserving and enjoying wealth is achieved through comprehensive wealth planning solutions that incorporate every aspect of your financial and personal life.
Retirement Planning
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve to ensure your plan today meets the needs of your tomorrow.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Investment Planning
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Insurance Planning
The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.
Estate Planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Cash and Liquidity Management
Tailored cash and liquidity strategies will increase your flexibility to help you seize opportunities as they arise. By examining your cash flow and borrowing requirements, within a holistic financial plan, we will provide solutions that address your current lifestyle and goals for the future.
Charitable Giving
There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall plan. A carefully constructed giving plan can benefit both you and the causes you care about.
Intergenerational Wealth Transfer
largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.
Post-Secondary Education Planning
Post-secondary education costs could be an important factor in your family’s overall financial picture. Whether you’re planning for your children or grandchildren’s future, we can help you determine the education savings strategies that make the most sense for you.