A holistic view of your wealth
Our approach to wealth management is based on sustainability for the long term. Keeping a close eye on your net worth is like maintaining a vintage car so you can drive it for a long time and then pass it on to your children.
When you work with us, you can rest assured that your financial plan will be monitored regularly by professionals who are experienced at keeping financial goals on track.
In order to offer you a personalized plan, our team will:
- Tailor a flexible strategy as unique as you are
- Stay in touch with you regularly to discuss options or changing circumstances
- Review your plan with you regularly to accommodate your evolving needs and take advantage of the opportunities that arise.
What we do
Our approach focuses on true 360-degree financial planning and offers integrated tax and risk management strategies covering the six main areas of your financial life.
Whether you’re an executive, a manager, a health professional, a self-employed worker or a retiree, our approach covers all the concerns and questions you may have in managing your wealth.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Optimizing your retirement
We’ll help manage the risks of retirement, preserving the capital you’ve built and create a tax-efficient income stream to support your needs and goals.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
A process designed around you
Our team will develop a comprehensive written plan for you—the IG Living PlanTM—based on your assets, goals and aspirations. We'll work with you to evaluate your plan on a regular basis, updating or modifying it as needed to take into account key events in your life.
We will take the time necessary to understand your situation and your objectives in order to accompany you and offer the soundest advice.
Get in touch to schedule a first meeting with no obligation whatsoever.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.