Our team has the expertise and experience to address

 

Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
 

 

 People have chosen to work with our team because we genuinely care about our clients' best interest in all ways that we conduct our financial practice. What this means is all of our clients are treated as valuable and delivered with high grade service based on the expectations and financial concerns of their family. 


 

 Our clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 


 

Our Team

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.