Switching is fast, easy and we’ll coordinate everything
We'll ensure the process of switching advisors is smooth. And, we can help coordinate everything, including informing your current advisor/bank of any changes you’d like to make.
Has your current advisor helped you maximize tax deductions and credits? Warned you about the tax implications of financial decisions? Built tax efficiencies into your financial plan to reduce your overall tax bill and help grow your investments faster?
We can help. We'll take the time to understand your needs.
Fill in the form and we'll reach out within one business day to get started.
We'll ensure the process of switching advisors is smooth. And, we can help coordinate everything, including informing your current advisor/bank of any changes you’d like to make.
At IG, our sole focus is ensuring you and your family are financially confident. Through lifelong relationships, our advisors pride themselves on tailoring their advice and service to your goals and needs.
As an added bonus, we’ll give you $1,000 for opening an eligible account with us, and becoming an IG client with an IG Living Plan.
1. Quick call: After filling in the form above, we’ll reach out within one business day to have an initial conversation to better understand your situation and needs.
2. Follow-up meeting: We will then book a convenient meeting with you and a local financial advisor, who can help answer any questions you may have.
3. Decide to continue: If after your conversation, you would like to continue the process of becoming an IG client, your new IG advisor will coordinate everything.
4. BONUS1: We’ll give you $1,000 for opening an eligible account and becoming an IG client with an IG Living Plan.
Since 1926, IG Wealth Management has been dedicated to helping Canadians become more financially confident through our comprehensive financial planning, expert advisors and world-class investment options. We understand that true financial advice goes far beyond investments. Our Advisors set themselves apart by taking the time to fully understand your unique needs and financial situation. This deeper understanding helps build a more effective financial plan.
Your IG Advisor plays a proactive role, constantly monitoring circumstances and life events that could impact your finances. Bringing you financial confidence and security are at the heart of everything we do.
Join IGWM Promotion (the “Promotion”):
Investors Group Financial Services Inc. (“IGFS”) and Investors Group Securities Inc. (“IGSI”), together IGWM, are offering $1,000 CAD to join IGWM, subject to the satisfaction of the Terms and Conditions set forth.
If you: (1) satisfy the Eligibility Criteria, (2) open a Qualified Account (as defined below) at IGWM within the Promotion Period, (3) complete the Qualifying Actions (as defined below) within the required timeline, and (4) satisfy the Terms and Conditions below, you will be eligible to receive $1,000 CAD. This amount will be deposited into the IGWM Qualified Account within 30 days of the completion of the Qualifying Actions.
Promotion Period:
The Promotion is available to eligible individuals who open a Qualified Account at IGWM between February 5, 2024 at 12:01am EST and May 15, 2024 at 4pm EST (the “Promotion Period”), and complete certain Qualifying Actions below.
Terms and Conditions:
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.
Written and published by IG Wealth Management as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice.