Plan a legacy for the
people and causes you love

Your IG Advisor and team of tax and estate planning specialists will help you make the most of your wealth today and for generations to come.

Transitioning family wealth

Communication and education are vital to successfully transitioning and sustaining family wealth. In addition to developing a plan that considers both giving while living and through your estate, we can facilitate sensitive family discussions, and help prepare your children for their inheritance.

Customized estate planning

Your estate plan should address your family’s unique needs and clearly define your intentions. Whether your situation may be straightforward, or you have more to consider such as a business, multiple properties, or a blended family, we’ll help you build a tax-efficient plan that considers the people and causes you care about.

Strategic charitable giving

Incorporating charitable giving into a comprehensive financial plan is a great way to connect family values across generations and plan for tax advantages. Find out how we can help you enhance the impact of your giving, which may include setting up a charitable giving program.

What's your plan?

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, formulating a plan to transfer your wealth effectively and efficiently calls for guidance.

Transitioning family wealth

Building, protecting and seamlessly passing on wealth requires advance planning and expert advice. Learn how our holistic planning approach creates bespoke solutions to help make the most of your wealth, now and for generations to come.

Client Testimonials

  • Marlin Reimer has been my trusted financial advisor since 2001 and has seen me through my wealth accumulation years and into my retirement and beyond. I have every confidence in his advice and have really relied on him over the years, especially in my recent transition to retirement. He has been the calm voice in many storms and has been there for me when I’ve needed him most. I highly recommend Marlin and his team for financial consulting services.

    Angela - Actuary & Assistant Vice President

  • I became one of Marlin Reimer’s clients shortly after I recommended he pursue a career in financial planning. I had a strong belief in his integrity, intelligence, work ethic and service orientation to recommend and do what was in my best interests. That belief was the foundation of our relationship back then and has stood the test of time. Family members and friends who I have referred to Marlin over the years are satisfied clients and I continue to recommend him to others seeking a knowledgeable, dynamic and committed financial advisor. It is a pleasure to watch someone excel in their career when they clearly have the passion Marlin has.

    Judy - Director, Human Resources

  • I have worked with Marlin for over 18 years and have trusted him to ensure our financial planning needs are met and managed for my family’s current and future goals. Marlin works with a high level of integrity and has shown on several occasions that he is truly looking out for our best interests. He is proactive, knowledgeable and always well prepared for our bi-annual meetings. I have no hesitation in recommending Marlin’s professional and courteous service.

    Alison - Product Specialist

  • Marlin has our best interest in mind. He took great care of our account while we were serving in Chad, Africa for the 3 years. Trustworthy and dependable.

    Doug - Missionary