IG Private Wealth Management

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. 

 

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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.

 

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

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.