A real financial plan includes tax efficient strategies that impacts your entire plan. We build plans using comprehensive tax strategies. Find out how.
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with integrated tax strategies
Will my insurance cover me if the unexpected happens?
How can I afford the best education for my children?
When should I prioritize debt repayment over saving?
What will my monthly retirement income be?
How can my charitable donations have more impact?
What's the best loan option to finance growth?
Powerful advice, investment solutions and plans that adapt
IG advisors get to know you and your family’s goals so they can help keep you on track through life’s changes.
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Available now on your favourite podcast listening app.
Host Manjit Minhas welcomes Vanessa Bowen, founder of Mint Worthy, in the ninth episode of A Wealth of Women’s Stories podcast. Bowen is inspiring women to live life on their own financial terms.
Expert advice and insights
Getting started is easy
Here’s what to expect from your initial conversation with an IG advisor; they will:
Understand what’s important to you: your values, concerns and goals.
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
Answer any questions you may have and establish our next steps.
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Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Quebec).
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.Mortgages are offered through I.G. Investment Management, Ltd., registered as a mortgage brokerage in NB, ON (license no. 10809), NS (license no. 3000240) and as a financial services firm in QC (license no. 2400376104).
IG Wealth Management head office is located on Treaty 1 Territory, the home and traditional lands of the Anishinaabe, Cree, Oji-Cree, Dakota and Dene Nations and the homeland of the Métis Nation. Our clean drinking water comes from Shoal Lake 40 First Nation in Treaty 3 territory. We are grateful to have the opportunity to work in this community and also recognize our employees and field members working from places, near and far, acknowledging the traditional owners and caretakers of those lands.