Tax-wise planning
IG Advisors can warn you about the tax implications of financial decisions and build efficiencies into your plan to help grow your investments faster.
You’ve made a great step towards reaching your full financial potential.
As a next step, we’ll give you a five-minute call to explain how we can help with your financial plan.
With tax-wise planning and exclusive investment solutions, IG Wealth Management Advisors build long-term relationships and grow wealth for generations.
IG Advisors can warn you about the tax implications of financial decisions and build efficiencies into your plan to help grow your investments faster.
Through lifelong relationships, our advisors pride themselves on tailoring their advice and service to your goals and needs.
We’ll give you $1,000 for getting a second opinion from us and becoming an IG client with an IG Living Plan.
This guide will help you identify sources and strategies for maximizing your future retirement income.
Use this document to organize information about your personal and financial affairs.
My IG advisor and his team are excellent at what they do. From the initial meeting, they worked hard to figure out my ambitions and lifestyle in a supportive setting, helping me set out a roadmap to achieve my goals. As a small business owner and parent to two young children, this has been essential in giving me confidence that we will have a secure future and a retirement I can look forward to.
- IG Client
We have been IG clients for almost 10 years. The team has worked diligently to fine-tune our retirement goals as circumstances have changed. As we approach retirement, we are extremely happy. We have confidence in the knowledge that our financial future is secure and managed with great attention and care toward our specific needs.
- IG Client
I became a client seven years ago, just when I’d concluded that my financial future would be very limited. Instead, they showed me how wise management of the assets I’d amassed over my career would let me realize the lion’s share of my goals and aspirations. I was able to retire in 2022 with a plan that will sustain me for the rest of my life, and, to my amazement, even allow me “to live a little.” Who knew.
- IG Client
years of providing Canadians with true financial planning.
in assets under advisement.
clients across Canada.
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 September 4, 2024 at 12:01am EST and December 1, 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.