IG Living Plan

Achieving true financial wellbeing

If there’s one thing all Canadians want to achieve, it’s true financial well-being. There’s nothing more rewarding than deciding for yourself how you want to live. But getting there takes more than just investing. It’s about making better financial decisions and ensuring you have a financial plan that evolves with your life. To find out if you’re on track, take the NEW IG Living Plan Snapshot. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. This number, and the accompanying recommendations, can be used by you and an advisor to help you stay open to more of life’s possibilities.

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True financial well-being means living life on your own terms. Getting there requires a financial plan that evolves with your ever-changing needs and goals, which is why we’ve developed the IG Living Plan. This holistic plan considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way. Our goal? To improve your financial well-being and make sure you can embrace all of life’s possibilities.

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Optimizing your Retirement

Gain greater clarity and let us help you manage the risks of retirement, preserve your capital, and create income to help support your future lifestyle and goals.

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Managing Cash Flow

We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events, while working toward your goals.

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Sharing your Wealth

Establish a well-constructed estate plan, tailored to your needs, that allows your legacy to endure by supporting the causes important to you.

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Preparing for the Unexpected

Create comprehensive strategies that provide, preserve, and protect your loved ones and those you care for when the unexpected happens.

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Planning for Major Expenditures

Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.

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Maximizing Business Success

Business owners can take full advantage and engage holistic strategies to synchronize and enhance your business and personal financial plan.

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Forecasting your income in retirement

One of the benefits of having an IG Living Plan is the insight you get into how you are tracking towards your goals for retirement. You’ll work with an IG Consultant to optimize your financial plan – going beyond RRSPs to consider your entire financial life, to forecast your monthly income in retirement. Knowing where you stand will give you the confidence to embrace all of life’s possibilities - today and for the future.

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