Your world feels different now, shouldn’t your advice?
We are not your typical financial advisors – with over 40 years of combined experience leading advisory teams at Canada’s leading bank owned investment firms, we know there is a better way.
We are redefining wealth management by providing whole person planning – an approach that focuses on you. Who you are, what’s important to you, your goals, and dreams – not just what you have. This unique approach to wealth management, ensures you are prepared for life’s infinite possibilities, while facing the unexpected with confidence, knowing you are backed by an entire team of financial professionals.
We help empower clients such as, medical professionals, business owners and executives by providing life changing strategies and actionable advice, instilling them with financial confidence.
Feel good about your financial future. Finally.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.