Do you know
What your monthly income will be in retirement?
IG has a retirement forecaster that calculates all your sources of income to provide your monthly income in retirement.
Six dimensions of a true financial plan
Effective financial planning goes beyond simply growing investments. The IG Living Plan takes into account every aspect of your financial life.
Tax efficient strategies
Optimizing your retirement
Gain greater clarity and let us help you manage the risks of retirement, preserve your capital and create income to help support your future lifestyle and goals.
Managing cash flow
We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events, while working toward your goals.
Did you know?
Your goal for consumer debt should be less than 10% of your income?
IG can recommend debt repayment strategies to prioritize paying off your consumer debt.
Sharing your wealth
Establish a well-constructed estate plan, tailored to your needs, that allows your legacy to endure by supporting the causes important to you.
Did you know?
That the minimum for a tax return benefit is $25?
IG can recommend how to gift give in a tax-efficient way.
Preparing for the unexpected
Create comprehensive strategies that provide, preserve and protect your loved ones and those you care for when the unexpected happens.
Did you know?
That your emergency fund should have a goal of at least three months coverage?
IG can recommend saving strategies so that your emergency fund will have enough to cover an unexpected expense.
Planning for major expenditures
Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.
Did you know?
The government matches 20% your RESP contributions, up to $500 per year and a lifetime of $7,200?
IG recommends increasing your RESP contributions to take maximize the government grants.
Maximizing your business success
Business owners can take full advantage and engage holistic strategies to synchronize and enhance your business and personal financial plan.
Did you know?
That there are insurance policies you can use to help with business debt?
IG recommends considering collateral life insurance or disability income protection to cover business related debts.
Tax-efficient strategies
Tax management plays a crucial role in every comprehensive financial plan and should be a consideration for every aspect within it. Your IG Advisor will integrate proven tax-optimization strategies into your plan and liaise with our in-house tax specialists for more complex cases.
Insights and events
Your IG Living Plan
Together with your IG Advisor, you’ll collaborate through our enhanced digital experience to create your IG Living Plan™, which is unique to you and your family’s goals.
We have a very friendly, honest relationship with our Consultant. We get complete, comprehensive services.
- Wanda (retired physiotherapist) & Warren (President & CEO)
IG Wealth Management clients since 1992
Put your current financial plan to the test
Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to help you achieve financial well-being.
Getting started is easy
Here’s what to expect with your initial conversation with an IG Advisor:
1
You help us to understand what’s important to you: your values, concerns and goals
2
We share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more
3
We answer any questions you may have and establish our next steps
Are you ready to connect with an IG Advisor?
Let’s get started building your unique, comprehensive financial plan today.
Find an advisor near you