Lifelines of Advice

Real stories of IG clients receiving crucial insurance advice


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You need more than just a mortgage

You need a mortgage strategy integrated into your financial plan

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Learn whether you should trigger unrealized capital gains.

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Explore real financial planning
with integrated tax strategies

Will my insurance cover me if the unexpected happens?

We'll recommend a plan that includes insurance to maintain your family's lifestyle.

Learn more about preparing for the unexpected

How can I afford the best education for my children?

Our IG Living Plan can incorporate all major expenditures and provide a savings schedule.

Learn more about planning for major expenditures

When should I prioritize debt repayment over saving?

We'll develop the right plan to optimize your debt repayment and savings goals.

Learn more about managing cash flow

What will my monthly retirement income be?

Our IG Living Plan calculates your total retirement income, including all sources (CPP, TFSAs, RRSPs, pension, etc.).

Learn more about optimizing for retirement

How can my charitable donations have more impact?

Our Tax & Estate planning specialists provide advice on maximizing donations in the most tax-efficient ways.

Learn more about sharing your wealth

What's the best loan option to finance growth?

We can recommend the most strategic and tax-efficient ways to finance business growth.

Learn more about maximizing business success

Powerful advice, investment solutions and financial planning that adapts

IG advisors get to know you and your family’s goals so they can build a financial plan that helps keep you on track through life’s changes.

Powerful, human advice

Through lifelong relationships, your IG advisor gets to know your family to proactively adapt your financial plan for whatever life brings.

Our industry‑leading IG Living Plan

Collaborate with your IG advisor using our enhanced digital experience to create a financial plan that is unique to you.

Professionally managed solutions

We cultivate proven and trusted asset managers from around the world to deliver returns that help our clients reach their financial goals. 

My Consultant makes a point of connecting with me on a schedule that works for me and ensures all my wealth management needs are proactively addressed. Nothing slips through the cracks.

- Murray, Business Owner
IG Wealth Management client since 1998 

Contact an IG advisor to discuss your financial planning goals and help create your comprehensive IG Living Plan

Getting started is easy

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


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


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


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

*Compared to select competitors

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Quebec).

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.Mortgages are offered through I.G. Investment Management, Ltd., registered as a mortgage brokerage in NB, ON (license no. 10809), NS (license no. 3000240) and as a financial services firm in QC (license no. 2400376104).

IG Wealth Management head office is located on Treaty 1 Territory, the home and traditional lands of the Anishinaabe, Cree, Oji-Cree, Dakota and Dene Nations and the homeland of the Métis Nation. Our clean drinking water comes from Shoal Lake 40 First Nation in Treaty 3 territory. We are grateful to have the opportunity to work in this community and also recognize our employees and field members working from places, near and far, acknowledging the traditional owners and caretakers of those lands.