An integrated approach to comprehensive planning

Helping Canadians reach their full financial potential

Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of a client’s financial well-being. IG advisors have access to cutting edge, AI-driven tools and a team of highly qualified, experienced subject matter experts to ensure clients stay on track to achieve their goals across every aspect of their financial lives.

Planning philosophy
Business model

The IG Living Plan

The IG Living Plan is designed to bring clients’ confidence and peace of mind for today and in the future. By setting and tracking goals across their major life events, you can create scenarios and tax efficiencies positively affecting every aspect of their finances. The IG Living plan allows you to set goals and track progress across six dimensions of a client’s financial life.

Managing cash flow

A close examination of cash and credit requirements, and the flexibility to adjust a client’s plan while they work toward their goals

Preparing for the unexpected

Comprehensive strategies to protect clients and their loved ones

Planning for major purchases

A plan to make a client’s savings goals a reality

Maximizing business success

Strategies that synchronize with, and enhance, a client’s personal and business financial plans

Retirement planning

Proactively manage their retirement risks, preserve capital and create income

Sharing your wealth

Enabling a client’s legacy can live on through the people and causes that are important to them

"If you want to build a successful financial planning practice based on providing holistic financial plans for people, and you want to make a difference in people’s lives, this is the place for you."

Sanjay Sarin — Advisor, IG Wealth Management

A team of experts to support you

To support planning discussions with Clients, you will have access to our thought leaders who have the knowledge and experience to address the most complex situations. Experts include accountants, tax and estate lawyers, actuaries and pension experts, as well as securities, insurance and mortgage specialists. They will help you to confidently provide Clients with the advice and strategies that will further build their trust in you.

Our client-centric approach

Clients’ best interests and financial well-being are at the centre of everything we do. Our focus has been to deliver value through comprehensive financial planning and advice that looks across and synchronizes all dimensions of financial life, fee transparency and convenience through technology.

AI-driven comprehensive advice to achieve financial well-being

The IG Living Plan is our proprietary financial planning tool and has transformed the way advisors provide comprehensive, personalized financial advice. With the IG Living Plan you’ll always have a clear picture of where clients’ finances are relative to their goals across all six dimensions of their financial life. This synchronized approach to financial planning ensures they remain engaged and their evolving needs are reflected at every stage of your work together.

Fee transparency

We believe clarity and simplicity is important when being able to quantify the value of advice. That’s why we made fee transparency a top priority. We began by eliminating the Deferred Sales Charge (DSC) and now offer unbundled, fee-based products for all clients. Our fees have been decreasing since 2012 and we conduct an annual fee review to ensure they reflect increasing industry transparency.

Access to sophisticated and synchronized technology

We are invested in technology solutions that make integrations with us feel modern, convenient and synchronized. Clients can access financial plans and portfolio information from desktops or through the IG mobile app. We have also introduced digital forms, e-signatures and other interactive tools that make doing business with us simple and client-friendly.

Interested in learning more?

A Senior Talent Acquisition Specialist is available to answer any questions that you may have.

Lisa Ritchie — Vice President of Talent Acquisition

An integrated approach to wealth management

We take a comprehensive approach to financial planning to help clients achieve true financial well-being. Advisors who join IG are able to do so on either the MFDA or IIROC platforms.

Our sub-advisor investment model

Inspired by our client-first mindset, we’ve fully transitioned to a sub-advisor investment model. We select high-quality asset managers from all over the world who have a proven track record of consistent performance. Our sub-advisor selection and ongoing monitoring process ensures you can confidently meet the investment goals for diverse client needs.

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Funds that perform

IG Wealth Portfolios have established a reputation for excellence, as confirmed by the Morningstar ratings. Our funds and sub-advisors consistently receive awards acknowledging their industry-leading performance.

Preparing you for success

• A team of experts are available to assist you with complex client cases. Experts include your regional and division director, accountants, tax and estate lawyers, actuaries and pension experts, as well as securities, insurance and mortgage specialists.

• We are committed to providing access to education that will enable advisors to qualify for the CFP/Plan.FI designation.

• Our investment in technology ensures doing business with IG is a best-in-class experience for you and your clients.

The IG Advisory Account

The IG Advisory Account offers all clients unbundled pricing at the account level. The platform provides the flexibility to consolidate investment funds (including third-party products) into a single account. The introduction of the IG Advisory Account enables us to serve you better while offering a full suite of benefits to clients.

Interested in learning more?

A Senior Talent Acquisition Specialist is available to answer any questions that you may have.

Lisa Ritchie — Vice President of Talent Acquisition