• Explore Private Wealth Management
  • Français
  • Sign in
    • Online access
    • Solutions banking™
    • Why IG
    • Why IG
      • Overview
      • IG Living Plan
      • IG Empower Your Tomorrow
      • Financial advice and planning
    • How we help
    • How we help
      • Investment Planning
      • Retirement planning
      • Home Ownership
      • Estate Planning
      • Tax Planning
      • Insurance
      • Cash Management
      • Financial products
      • Business ownership
      • Approach
      • Investment Solutions
      • Top Performing Funds
      • Investments Intelligence
      • iProfile Managed Solutions
      • IG Climate Action Portfolios
      • Investment Insights
      • IG Target Education Portfolios
      • Overview
      • Beginning to plan for retirement
      • Actively planning for retirement
      • Approaching retirement
      • Rates
      • Mortgage Contact Form
      • Calculators
      • FAQ
      • Insurance Products
      • RRSP
      • TFSA
    • Insights
    • Insights
      • Insights Home
      • Market insights
      • Your financial life
      • Trends and lifestyle
    • Careers
    • Support
    • Support
      • About your client statement
      • About Fees
      • Contact Us
      • How to use the Tax Centre
      • About your client statement quarterly
      • About your client statement
      • Client statement
  • Search
  • Find an advisor
  • Why IG
    • Why IG
    • Overview
    • IG Living Plan
    • IG Empower Your Tomorrow
    • Financial advice and planning
  • How we help
    • How we help
    • Investment Planning
      • Investment Planning
      • Approach
        • Approach
        • SRI sub-advisor partners
      • Investment Solutions
      • Top Performing Funds
      • Investments Intelligence
      • iProfile Managed Solutions
      • IG Climate Action Portfolios
      • Investment Insights
      • IG Target Education Portfolios
    • Retirement planning
      • Retirement planning
      • Overview
      • Beginning to plan for retirement
      • Actively planning for retirement
      • Approaching retirement
    • Home Ownership
      • Home Ownership
      • Rates
      • Mortgage Contact Form
      • Calculators
        • Calculators
        • Mortgage Affordability Calculator
        • All-In-One-Calculator
        • Prepayment charge calculator
      • FAQ
    • Estate Planning
    • Tax Planning
    • Insurance
      • Insurance
      • Insurance Products
    • Cash Management
    • Financial products
      • Financial products
      • RRSP
      • TFSA
    • Business ownership
  • Insights
    • Insights
    • Insights Home
    • Market insights
    • Your financial life
    • Trends and lifestyle
  • Careers
  • Support
    • Support
    • About your client statement
      • About your client statement
      • About your client statement quarterly
      • About your client statement
      • Client statement
    • About Fees
    • Contact Us
    • How to use the Tax Centre
  • Explore Private Wealth Management
  • Français
  • Sign in
    • Online access
    • Solutions banking™
Find an advisor




 

Your financial life

 

Tax refunds: why it’s much better not to get one
Tax
Tax refunds: why it’s much better not to get one
It’s tax season, a time when many people’s thoughts turn towards their tax refund and what they’ll do with it. Should you put it towards your mortgage, add it to your RRSP or make a TFSA contribution?
Tax on rental income
Tax
Tax on rental income
Tax benefits of incorporating your small business
Business owner Tax
Tax benefits of incorporating your small business
Fixed vs. variable mortgage rates: which one should you choose?
Mortgages and Loans
Fixed vs. variable mortgage rates: which one should you choose?
What is estate planning? Hint: it’s a lot more than just making a will
Estate planning
What is estate planning? Hint: it’s a lot more than just making a will

Snapshot

Put your financial plan to the test

Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to  help you achieve financial well-being.

Try Snapshot now
Find an advisor near you
What is a business accountant? And why would you need one?
Business owner Tax
What is a business accountant? And why would you need one?
What is a LIRA?
Retirement
What is a LIRA?
What is estate planning? Hint: it’s a lot more than just making a will
Estate planning
What is estate planning? Hint: it’s a lot more than just making a will
Fixed vs. variable mortgage rates: which one should you choose?
Mortgages and Loans
Fixed vs. variable mortgage rates: which one should you choose?
Trusted Contact Persons: Providing peace of mind as you age
Value of advice
Trusted Contact Persons: Providing peace of mind as you age
Episode 3: What Happens When You're Forced to Retire?
Retirement
Episode 3: What Happens When You're Forced to Retire?
Episode 4: Can You Retire Early?
Retirement
Episode 4: Can You Retire Early?
Tax on rental income
Tax
Tax on rental income
What is a collateral mortgage?
Mortgages and Loans
What is a collateral mortgage?
Tax refunds: why it’s much better not to get one
Tax
Tax refunds: why it’s much better not to get one
Tax benefits of incorporating your small business
Business owner Tax
Tax benefits of incorporating your small business
Planning to sell your business or keep it in the family – are you sure you’re ready?
Business owner
Planning to sell your business or keep it in the family – are you sure you’re ready?
Tax checklist for Canadian tax returns
Tax
Tax checklist for Canadian tax returns
Why do I need a power of attorney or protection mandate?
Estate planning
Why do I need a power of attorney or protection mandate?
What is the best fiscal year-end for  business?
Business owner
What is the best fiscal year-end for business?
Executor vs. power of attorney: what’s the difference?
Estate planning
Executor vs. power of attorney: what’s the difference?
Forgoing a Home Inspection? How Buyers Can Protect Themselves in Competitive Markets
Mortgages and Loans
Forgoing a Home Inspection? How Buyers Can Protect Themselves in Competitive Markets
Robo-advisors versus financial advisors
Value of advice
Robo-advisors versus financial advisors
What is a debt consolidation mortgage? And is it right for you?
Mortgages and Loans
What is a debt consolidation mortgage? And is it right for you?
Tax and estate planning for business owners
Business owner
Tax and estate planning for business owners

Getting started is easy

Here’s what to expect from your initial conversation with an IG advisor; they will: 

1

Understand what’s important to you: your values, concerns and goals.

2

Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.

3

Answer any questions you may have and establish our next steps.

Are you ready to connect with an IG advisor?
Let’s get started building your comprehensive financial plan today.
Find an advisor near you
Top
  • Company
    • Company
    • About us
    • Our history
    • IG Empower Your Tomorrow
    • Careers
    • Press and media
    • Proxy voting
  • Financial advice
    • Financial advice
    • Synchronized financial planning
    • Insights
    • Mortgage rates
    • Commonly asked questions
  • Connect with us
    • Connect with us
    • Find an advisor
    • Investments Intelligence
    • Online access
    • Solutions Banking™ sign in
    • Contact us
    • Company
    • About us
    • Our history
    • IG Empower Your Tomorrow
    • Careers
    • Press and media
    • Proxy voting
    • Financial advice
    • Synchronized financial planning
    • Insights
    • Mortgage rates
    • Commonly asked questions
    • Connect with us
    • Find an advisor
    • Investments Intelligence
    • Online access
    • Solutions Banking™ sign in
    • Contact us
  • Facebook Facebook
  • Linkedin Linkedin
  • Twitter Twitter
  • Youtube Youtube
  • Instagram Instagram
IIROC logo
IIROC AdvisorReport logo
MFDA Logo
  • © 2023 Investors Group Inc. All rights Reserved
  • Legal
  • Security
  • Privacy
  • Accessibility
  • Afficher en français