Whether it's highly specialized tax or estate advice, succession planning services for your business, or bespoke investment solutions, IG's private services planning experience is expressly designed to serve you. the IG family finance team of specialists.
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.
We are guided by a disciplined investment approach that leverages the combined talents of the IG Wealth Management investment team and leading global investment partners. It helps open up a world of possibilities, so you can achieve your goals and financial well-being with confidence.
Your generosity has many benefits. This includes incorporating charitable giving as an important strategic component of your overall financial plan. A carefully crafted giving plan can benefit you and the causes you care about.
Custom cash management strategies will give you more flexibility to help you seize opportunities as they arise. By reviewing your cash flow needs and borrowing requirements as part of an overall financial plan, we'll provide solutions that take into account your current lifestyle and your goals for the future.
Many people today are more aware of the value of insurance in their lives. We can help you build a well-designed insurance plan that can improve your current financial situation and protect you against financial hardship in the future.
IG Private Wealth Management - Cote team, Investors Group Financial Services Inc., Financial Services Firm