We act as a single point of contact, working with your other professionals to ensure everything is aligned, tax efficient and working together. We thrive on taking complex financial situations and ensuring they are simplified and as efficient as possible. We look at both the business and personal side of your financial situation, working with our in-house tax, estate, insurance and wealth experts to ensure every element is synchronized.

Experience the difference of working with a financial planning practice that puts your needs above anything else.

 

Meet our team

 

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at darcy.larouche@igpwm.ca.