IG advisors get to know you and your family’s goals so they can build a financial plan that helps keep you on track through life’s changes.
My Consultant makes a point of connecting with me on a schedule that works for me and ensures all my wealth management needs are proactively addressed. Nothing slips through the cracks.
- Murray, Business Owner
IG Wealth Management client since 1998
Contact an IG advisor to discuss your financial planning goals and help create your comprehensive IG Living Plan
Here’s what to expect from your initial conversation with an IG advisor; they will:
Understand what’s important to you: your values, concerns and goals.
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
Answer any questions you may have and establish our next steps.
*Compared to select competitors
Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Quebec).
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.Mortgages are offered through I.G. Investment Management, Ltd., registered as a mortgage brokerage in NB, ON (license no. 10809), NS (license no. 3000240) and as a financial services firm in QC (license no. 2400376104).
IG Wealth Management head office is located on Treaty 1 Territory, the home and traditional lands of the Anishinaabe, Cree, Oji-Cree, Dakota and Dene Nations and the homeland of the Métis Nation. Our clean drinking water comes from Shoal Lake 40 First Nation in Treaty 3 territory. We are grateful to have the opportunity to work in this community and also recognize our employees and field members working from places, near and far, acknowledging the traditional owners and caretakers of those lands.
