It’s time to get a real financial plan

Discover the six dimensions
of real financial planning

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 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

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

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

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 plans that adapt

IG advisors get to know you and your family’s goals so they can help 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.

World class investment solutions

We leverage the expertise of world class asset managers to deliver returns that  keep your plan on track.

Our industry-leading IG Living Plan

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

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 goals and help create your comprehensive financial plan.

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

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).