There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

 

Investment Planning

Our investment management is guided by a disciplined approach. IG wealth management is committed to engaging high-quality global asset managers from all over the world and making them available to our clients, so they can confidently pursue their goals and secure their financial well being. Each...
 

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
 

What is Tax Planning?

The art of tax planning is to invest, save and plan in respect to being tax efficient. The analysis of your current financial situation is an important task if saving income ranks highly on your priority list. The purpose of a tax planning advisor in Canada is to reduce and/or defer the most amount...
 

Retirement Planning

Who Needs Retirement Tax Planning? Anyone that plans on retiring one day. From your early years to the later stages in life, it is always a great time to have a retirement plan. Top professional advisors from the best wealth management firms work diligently with their clients to establish a well...