You built your business from the ground up and we're here to help you plan for the future. Successful business succession is important to your financial well-being. We can help you make the key decisions that will allow you to achieve your goals.
IG Private Wealth Management - Cote team, Investors Group Financial Services Inc., Financial Services Firm
Are you wondering how to plan your retirement so that it corresponds to what you want? We can help you.
Creating a legacy for the people, organizations and causes you care about takes proactive planning. We'll help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and brings clarity to those you love.
Transfer of intergenerational wealth
The effective transfer of wealth between you and your children begins with a good discussion. With Canada's largest intergenerational inheritance approaching, it's important to be prepared. We can help guide that conversation and develop a sustainable plan.