We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Clients and their families are at the heart of everything we do, every day. We have helped clients across a range of needs and goals that include:
Affluent Women
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.
Business Owners and Incorporated Professionals
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.
High Net Worth 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.