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- With IG’s Private Wealth Planning Experience even the most complex situations become more clear, so you can aim to maximize the impact of your wealth today, and for years to come. Your IG Advisor and collaborative team of tax, estate, insurance and advanced financial planning experts will develop a comprehensive plan tailored to you.
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The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM.
A comprehensive financial planning approach that’s as unique as you are. Your IG Advisor will clarify your goals and concerns to prioritize your needs and tailor your client experience. We’ll explore strategies and model scenarios to help grow and protect your wealth while minimizing tax.
The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM.
With IG's Private Wealth Planning Experience, you have access to a team of experts, including tax, insurance and estate specialists who collaborate to build your personalized financial plan.
The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM.
The IG Private Wealth Planning Experience is a deeply collaborative, streamlined process that will bring together an integrated team of financial professionals best suited to your needs. As a client, you can expect: • Individualized plans that consider all areas of financial planning and multigenerational goals.
Sid and Sharon Bandstra of Terrace, BC, explain how the IG Private Wealth Planning Experience team, provided them with guidance in deploying the proceeds of ...
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- IG Wealth Management
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Achieve your dreams with expert financial wealth planning. Tailor your financial future. Get wealth management designed for your success. Because you've earned it!
