We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.
Health care professionals
As a health care professional, you face business challenges that other entrepreneurs do not. Caring for patients and staying current with medical advancements leaves little time to focus on the financial aspects of the business, or your present and future wealth management needs. The complexity of your wealth-related decisions also tends to grow with your practice. We can help you establish — and stay on track with — wealth management strategies that suit your busy life and unique circumstances.
Business owners and entrepreneurs
From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.
Pre-retirees and retirees
You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement, and ensure the people and causes you care about are taken care of over the long term.
Families
We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.
Women's wealth and well-being
Women’s financial well-being is shaped by factors including living longer, retiring earlier, pay disparity and time out of the workforce as primary caregivers for children and aging parents. This means the average woman will earn and invest less than the average man over the long term and spend more time as a retiree. Your IG Living Plan addresses all those factors and more, providing you with security in your life and the lives of those you care about, for today and tomorrow.
Executives
As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.
Agriculture and farming families
Changing government policy, global competition, challenges in accessing capital and price volatility are just a few challenges you may face as a farming family. These issues can become less of a burden when you can rely on a team who can oversee your wealth management needs to let you focus on your business. Our team can help you grow and protect your wealth, using our experience in investment management, tax and estate planning, business succession planning, life and business insurance structuring, and other tools to simplify your life.