Six dimensions of a true financial plan
Effective financial planning goes beyond simply growing investments. The IG Living Plan takes into account every aspect of your financial life.
Optimizing your retirement
Gain greater clarity and let us help you manage the risks of retirement, preserve your capital and create income to help support your future lifestyle and goals.
Managing cash flow
We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events, while working toward your goals.
Sharing your wealth
Establish a well-constructed estate plan, tailored to your needs, that allows your legacy to endure by supporting the causes important to you.
Preparing for the unexpected
Create comprehensive strategies that provide, preserve and protect your loved ones and those you care for when the unexpected happens.
Planning for major expenditures
Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.
Maximizing your business success
Business owners can take full advantage and engage holistic strategies to synchronize and enhance your business and personal financial plan.
Tax management plays a crucial role in every comprehensive financial plan and should be a consideration for every aspect within it. Your IG advisor will integrate proven tax-optimization strategies into your plan and liaise with our in-house tax specialists for more complex cases.
Getting started is easy
Here’s what to expect with your initial conversation with an IG advisor:
You help us to understand what’s important to you: your values, concerns and goals
We share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more
We answer any questions you may have and establish our next steps