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Preserve your wealth

Capital preservation in investing.

Providing peace of mind with wealth protection and stability

At IG, we help you navigate uncertainty with solutions and advice that will help protect your wealth, making the journey to your financial goals smoother and less stressful. ​Here is how we do it: 

Expertise

We work with proven global money managers offering expertise in specialized asset classes and strategies.

Proven solutions

Our suite of top-performing products includes hard-to-access asset classes that don’t always move in sync with the market.

An integrated financial plan

At IG, we look at the whole picture; your investment portfolio is just one part of your integrated financial plan.

The larger the drop, the harder the climb

Capital preservation is a critical part of any long-term investment strategy because the larger the loss, the harder it is to recover.

For example, if an investment drops from $100,000 to $50,000, it’s a 50% loss. To get back to your original $100,000, you would need a 100% return, which is twice the size of the loss.

If the investment falls from $100,000 to $75,000, it requires only a 33% return to recover. That’s significantly easier than needing to double your money.  The less you lose, the faster and easier it is to rebuild.

Our range of capital preservation products

IG offers a diverse range of top-performing investments that have the ability to reduce risk in market downturns while also providing growth during up markets. 

IG Low Volatility Portfolios

Designed to deliver the added layers of security you need to defend against market volatility while also benefiting when markets grow.

  • Income Focus
  • Income Balanced
  • Balanced
  • Growth

iProfile Portfolios

Intelligently designed portfolios that have dedicated teams of experts overseeing every aspect of your investments.

  • Global Fixed Income Balanced
  • Global Neutral Balanced
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  • Global Equity

IG Core Portfolios

These contain all the core elements you need for a portfolio designed to actively protect your wealth and maximize growth opportunities.

  • Income Balanced
  • Balanced
  • Balanced Growth
  • Growth

IG Income Portfolios

Designed to protect and fortify your income stream through all types of markets.

  • Income
  • Growth
  • Growth Plus

Individual Mandates

Each fund provides a diversified portfolio and access to investment opportunities from various regions around the world.

  • IG PIMCO Global Bond Fund
  • IG Beutel Goodman Canadian Balanced Fund
  • IG Mackenzie Dividend Fund
  • IG Mackenzie Strategic Income Fund

Investing for income

  • Discover the different sources of investment income and how they work.
  • Explore IG’s wide range of investment income options.

Learn more

Investing for tax efficiency

  • The right investment strategies can help minimize taxes and maximize returns, helping you keep more of what you earn.
  • Discover our diverse range of top-performing, tax-efficient investment solutions.

Learn more

Capital preservation investment insights

Investment strategies for capital preservation
By IG Wealth Management
February 14
Read article
How long does it take stock markets to recover from a downturn?
By IG Wealth Management
April 10
Read article
Understanding the real returns from “safe” investments
By IG WEALTH MANAGEMENT
September 18
Read article
Protecting your investments from emotional decisions
By IG Wealth Management
February 12
Read article
Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. The rate of return is the historical annual compounded total return including changes in value and reinvestment of all dividends or distributions. It does not take into account sales, redemption, distribution, optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated.
The payment of distributions is not guaranteed and may fluctuate. The payment of distributions should not be confused with a fund’s performance, rate of return or yield. If distributions paid by the fund are greater than the performance of the fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a fund, and income and dividends earned by a fund are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.

BlackRock® is a registered trademark of BlackRock, Inc. and its affiliates (“BlackRock”) and is used under license. BlackRock makes no representations or warranties regarding the advisability of investing in any product or service offered by IG Wealth Management. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by IG Wealth Management.
IG Wealth Management and IG Private Wealth Management trademarks are owned by IGM Financial Inc. and licensed to its subsidiary corporations. All other logos are trademarks of their respective corporations. All rights reserved.
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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).

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