Private Wealth Planning Experience
Expertise. Teamwork. Trust.
The IG Private Wealth Planning Experience is a deeply collaborative, streamlined process that will bring together an integrated team of financial professionals best suited to your needs.
As a client, you can expect:
Individualized plans that consider all areas of financial planning and multigenerational goals.
Access to a network of highly specialized financial planning experts.
A disciplined, yet flexible approach that proactively adapts to your needs and today’s ever-changing world.
Clarity and confidence for even the most complex financial planning decisions.
The depth and expertise of our team will adapt to the complexity of your needs and will always be coordinated by your IG Advisor.
We are also committed to working with clients’ existing personal advisors and other professional partners, to evaluate every opportunity to help grow and preserve your wealth. Although we do provide access to internal legal and tax specialists as part of this service, we do not provide legal or accounting advice. We will work collaboratively with your other advisors to ensure our recommendations are consistent with theirs.
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Wealth Specialists
Our wealth specialists offer an additional dimension through synchronized portfolio and individual securities advisory services. They can:
• Provide comprehensive investment analysis for our clients, in accordance with their individual financial plan and unique needs.
• Provide expert insight and analysis by applying the principles of diversification and portfolio construction aligned to both your investment time frame and risk tolerance.
For more complex portfolios, wealth specialists work in collaboration with a team of portfolio strategists to analyze and customize investments. All portfolio strategists have their Chartered Financial Analyst (CFA®) designation.
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Mortgage advisors
Flexible lending and cash flow management solutions are available to address your current needs, while you work towards building wealth for your future.
A mortgage advisor can help you:
• Optimize your cashflow to get the most out of your money
• Implement advanced borrowing strategies to build your wealth
• Analyze and restructure your debt to reduce interest costs and put more money in your pocket
• Create liquidity to ensure easy access to funds as needed
• Take full advantage of your home equity
From reducing interest costs by restructuring debt, to minimizing tax obligations with the right planning strategy – we can help build personalized solutions to help you achieve your financial goals. -
Regional Estate and Insurance Specialists
Our regional estate and insurance specialists will work with your IG Advisor to create an insurance plan that can meet all of your needs, leveraging solutions from the country’s largest insurance companies. Our regional estate and insurance specialists can help you:
Risk management
• Maintain your family’s standard of living in the event of a premature death
• Replace your income if you cannot work due to illness or disability
• Provide funds in the event of a sudden critical illness
Business owners/professionals
• Analyze funding requirements for a shareholders’ agreement or corporate debt
• Design unique benefit solutions for key employees and executives
• Examine the use of tax-sheltered life insurance as an alternate asset class to manage a portion of your passive investment portfolio, while maximizing the use of your corporation’s capital dividend account
Estate planning
• Implement inheritance and legacy planning strategies
• Preserve your wealth for your family while minimizing tax effects
• Provide liquidity to allow for a fair distribution of assets
• Fulfill philanthropic and charitable giving wishes