Inspiring financial confidence
In 2018 Investors Group became IG Wealth Management. Selected to more clearly communicate our value proposition, our new name and complete rebrand is also an important signal of a much greater transformation. Change started with a re-affirmed commitment to put Clients at the centre of everything we do. From leading new standards in comprehensive financial advice to industry-first digital capabilities, we have an unwavering commitment to continually improve our ability to deliver choice and convenience to Clients and Advisors.
New standards in personalized advice
The IG Living Plan is our proprietary financial planning tool that 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. The Living Plan Assessment provides you with a well-being score for each Client, and a compelling, behaviourally based way to track progress over time. Through this AI-driven assessment, you can help build financial confidence and well-being by sharing planning actions and behavioural recommendations.
Top performing global asset managers
Inspired by our Client-first mindset, we’ve fully transitioned to a sub-advisor investment model. We select high-quality asset managers with a proven track record of success. Our sub-advisor selection and ongoing monitoring process ensures Advisors can confidently meet the investment goals for diverse Client needs.
We believe clarity and simplicity is important when being able to quantify the value of the 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.
Industry-leading digital solutions
We are invested in technology solutions that make digital interactions feel modern, convenient and synchronized. Clients can access financial plans and portfolio information from anywhere, at any time―on any device. We have also introduced digital forms, e-signatures and other interactive tools that make doing business with us simple and Client-friendly.
Focused on financial well-being
Helping Canadians achieve true financial well-being is at the heart of what we do. As we continue to evolve, our commitment remains focused on providing the best resources, people and tools to support a superior wealth management planning experience for Advisors and Clients.