Advisory and lifestyle services

Solutions to simplify modern life

To help you navigate the complexities of modern life, we offer priority access to services from partners that have been carefully selected for their expertise and ability to deliver exceptional experiences.

Health and wellness

Your physical and mental well-being are critical when it comes to living well. Get a thorough understanding of your health status and a personalized plan for wellness with a comprehensive health assessment from Cleveland Clinic Canada and its national network of partner clinics. Speak with your IG Advisor for more details and preferred pricing.

Business valuation

Do you know what your business is worth? Ninety-eight per cent of business owners don’t. So, we’ve partnered with interVal to deliver accurate valuations and tools to help business owners understand what’s driving (or holding back) their business’s value and seize growth opportunities. Understand the value of what you’re building. Contact your IG Advisor for complimentary access to interVal.

Estate planning and settlement

Properly planning and settling estates is crucial to ensuring that wishes are honoured, loved ones are taken care of and legacies are preserved. Through our partnership with ClearEstate, you have access to tools and guidance for generating and executing wills* and powers of attorney, optimizing estate plans, appointing executors and performing the myriad tasks required in estate administration. Speak with your IG Advisor to access preferred pricing on ClearEstate services.

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^{* Online will services are not currently available in Quebec.}

Explore insights and ideas from IG experts

More insights and ideas

Tax & Estate Planning for Business Owners

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Estate planning for blended families

There are over half a million blended families in Canada, which is almost 12% of all families with children.

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What is longevity risk? And is your retirement portfolio built to handle it?