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.
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.
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.
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.
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.
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.
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.
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.