Welcome to IG Wealth Management, your trusted partner in investment planning and wealth management. We understand that financial security and achieving your long-term goals are of utmost importance to you. That's why we offer comprehensive investment planning services designed to help you navigate the complex world of investments, create a tailored strategy, and make informed decisions that align with your unique financial objectives.
Investment planning is the process of assessing your current financial situation, setting goals, and developing a strategy to maximize your investments' growth potential while minimizing risks. At IG Wealth Management, we have a team of experienced financial professionals who will work closely with you to understand your financial aspirations, risk tolerance, and time horizon. With this information, we develop a personalized investment plan that suits your needs and helps you achieve your desired outcomes.
Our investment planning services encompass a wide range of strategies and offerings to address various investment goals and circumstances. Here are some key aspects of our approach:
1. Comprehensive Financial Analysis: We start by conducting a thorough evaluation of your financial situation, taking into account your income, expenses, assets, liabilities, and investment portfolio. This analysis provides a holistic view of your financial standing and helps us identify areas for potential growth and improvement.
2. Goal Setting: We work with you to define your short-term and long-term financial goals. Whether you're saving for retirement, planning for your children's education, or building wealth for the future, we help you establish clear and realistic objectives.
3. Risk Assessment: Understanding your risk tolerance is crucial in creating an investment plan that aligns with your comfort level. We assess your risk tolerance through in-depth discussions and questionnaires, ensuring that your investment strategy is tailored to your individual preferences.
4. Diversification: We believe in the power of diversification to help manage risk and optimize returns. Our investment professionals construct portfolios that encompass a variety of asset classes, sectors, and geographic regions to mitigate risk and maximize growth potential.
5. Ongoing Monitoring and Adjustments: The investment landscape is dynamic, and market conditions can change rapidly. We continually monitor your investments, making adjustments as needed to ensure your portfolio remains aligned with your goals and market trends.
So, why would someone want investment planning from IG Wealth Management?
Here are some key reasons:
1. Expertise and Experience: With IG Wealth Management, you benefit from our team of highly trained and experienced financial professionals who have a deep understanding of the investment landscape. We leverage our knowledge and expertise to develop and implement effective investment strategies.
2. Personalized Approach: We recognize that every individual's financial situation and goals are unique. Our investment planning services are tailored to your specific needs and aspirations, ensuring that your investment strategy is aligned with your long-term objectives.
3. Peace of Mind: By entrusting your investment planning to us, you gain peace of mind knowing that your investments are being managed by professionals who have your best interests at heart. We provide ongoing support, guidance, and monitoring to help you stay on track toward your financial goals.
4. Access to a Wide Range of Investment Options: IG Wealth Management offers access to a comprehensive suite of investment products and solutions. From mutual funds and segregated funds to stocks, bonds, and alternative investments, we have the resources to diversify your portfolio and optimize returns.
Investment planning with IG Wealth Management is an opportunity to take control of your financial future. Our customized strategies, professional expertise, and commitment to your success set us apart as a trusted partner in achieving your investment goals. Contact us today to start your journey toward a more secure and prosperous financial future.
Our synchronized financial planning always takes the context of the rest of your life into account – things like your goals, your concerns, and your dreams.
Our recommendations go beyond investment choices
We take the time to get to know you, regularly review your situation, and help you respond to changes by revisiting strategies and plans and adjusting them as needed.
Our Solutions
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Managed Assets – A comprehensive investment management program that’s ideal for high net worth investors who don’t have time to manage their own portfolios.
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IG Wealth Portfolios – These funds are perfect for first-time investors, or for those that don’t have the time to manage their own portfolios.
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Mutual Funds – Our balance mix of fixed-income, Canadian, U.S. and international equity mutual funds can help you reach your financial goals.
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Corporate Class Portfolios – Our Corporate Class Portfolios™ let you create tax-efficient cash flow each month outside of your RRSP or RRIF.
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Socially Responsible Investing (SRI) – Our Summa Fund provides a socially responsible investment designed to fit your financial goals, as well as your personal values.
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Charitable Giving Program – Our Charitable Giving Program™ makes it easy for you to give to a charity, make a difference and leave a lasting legacy.
Brokerage Services
We offer a range of brokerage investment products in both Canadian and U.S. currencies, for maximum flexibility in your financial plan.
Guaranteed Investment Certificates (GIC’s)
GIC’s offer a fixed rate of interest for a specific period of time, and both the principal and interest payments are guaranteed.
Looking to create an investment plan?
We can help you figure out the right planning solutions for your situation, in order to protect your estate.
Get Started!
