What we do
Our wealth management team has more than 80 years combined experience in financial planning, and our expertise is complemented by that of IG Wealth Management's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment planning strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That's why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
IG Private Wealth Planning Experience
The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.
The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.
Integrated expertise
We deliver guidance that addresses all facets of your financial life.
*Private Wealth Planning Services are accessible at the discretion of the IG Advisor and the Advanced Financial Planning team, and dependent upon a number of factors, including assets under administration.
Get in touch with our team to see if you qualify for the IG Private Wealth Planning Experience.
IG Private Company Advisory
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.
Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
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 are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.