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Webinar
From your business to retirement
Join our experts as they talk about how to navigate the complexities of exiting your business to retirement.
Insurance
NOT JUST FOR EMERGENCIES
Taking out life insurance over 50 can be an essential part of your estate plan.
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Podcast
The Living Market
A weekly synopsis of market themes and trends.
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Explore real financial planning
with integrated tax strategies
Will my insurance cover me if the unexpected happens?
We'll recommend a plan that includes insurance to maintain your family's lifestyle.
Learn more about preparing for the unexpected
How can I afford the best education for my children?
Our IG Living Plan can incorporate all major expenditures and provide a savings schedule.
Learn more about planning for major expenditures
When should I prioritize debt repayment over saving?
We'll develop the right plan to optimize your debt repayment and savings goals.
Learn more about managing cash flow
What will my monthly retirement income be?
Our IG Living Plan calculates your total retirement income, including all sources (CPP, TFSAs, RRSPs, pension, etc.).
Learn more about optimizing for retirement
How can my charitable donations have more impact?
Our Tax & Estate planning specialists provide advice on maximizing donations in the most tax-efficient ways.
Learn more about sharing your wealth
What's the best loan option to finance growth?
We can recommend the most strategic and tax-efficient ways to finance business growth.
Learn more about maximizing business success
Powerful advice, investment solutions and financial planning that adapts
IG advisors get to know you and your family’s goals so they can build a financial plan that helps keep you on track through life’s changes.
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Powerful, human advice
Through lifelong relationships, your IG advisor gets to know your family to proactively adapt your financial plan for whatever life brings.
Ourindustry‑leadingIGLivingPlan
Collaborate with your IG advisor using our enhanced digital experience to create a financial plan that is unique to you.
Professionally managed solutions
We cultivate proven and trusted asset managers from around the world to deliver returns that help our clients reach their financial goals.
Contact an IG advisor to discuss your financial planning goals and help create your comprehensive IG Living Plan
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Expert advice and insights
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Getting started is easy
Here’s what to expect from your initial conversation with an IG advisor; they will:
1
Understand what’s important to you: your values, concerns and goals.
2
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
3
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 comprehensive financial plan today.
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*Compared to select competitors
Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Quebec).
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.Mortgages are offered through I.G. Investment Management, Ltd., registered as a mortgage brokerage in NB, ON (license no. 10809), NS (license no. 3000240) and as a financial services firm in QC (license no. 2400376104).
IG Wealth Management head office is located on Treaty 1 Territory, the home and traditional lands of the Anishinaabe, Cree, Oji-Cree, Dakota and Dene Nations and the homeland of the Métis Nation. Our clean drinking water comes from Shoal Lake 40 First Nation in Treaty 3 territory. We are grateful to have the opportunity to work in this community and also recognize our employees and field members working from places, near and far, acknowledging the traditional owners and caretakers of those lands.