Clarity. Confidence. Value.
Our Mission
Our mission is to provide clarity, confidence, and lasting value through integrated wealth planning.
We partner with clients to build a solid financial foundation; driven by strategy, guided by trust, and executed with precision. Our approach combines deep expertise across retirement, estate, tax, insurance, investment, and cash flow planning. With a relentless focus on detail and a commitment to excellence, we deliver advice that’s both personal and powerful—anchored in decades of experience and a disciplined planning ethic.
Access bespoke private wealth management services
Investment Planning
A disciplined strategy. A world of opportunity.
Our investment philosophy is rooted in discipline and informed by deep global insight. The expertise of IG Wealth Management’s investment team and a network of world-class partners uncovers opportunities others might miss—so you can grow your wealth with confidence and purpose.
Retirement Planning
True financial planning begins with what matters most to you.
We go beyond the numbers to uncover the goals, values, and priorities that drive your decisions. By understanding where you are and where you want to be, we design retirement strategies that adapt as life evolves—so your plan stays relevant, resilient, and aligned with your future.
Estate Planning
Legacy isn’t just what you leave behind—it’s how you’re remembered.
Thoughtful estate planning ensures your values endure and your wishes are clearly understood. We work with you to design a customized, forward-looking plan that protects your wealth, minimizes complexity, and provides peace of mind for the people and causes that matter most.
Tax Planning
Sophisticated planning, with tax strategy at its core.
Taxes touch every part of your financial picture. That’s why we embed advanced tax planning into every element of your strategy—helping to reduce unnecessary burdens, manage complexity, and ensure your wealth works efficiently across all stages of life and business.
Insurance Planning
Insurance, redefined as a pillar of wealth protection.
Insurance is more than risk management—it’s a powerful financial planning tool. We help you build a strategic insurance plan that supports your current lifestyle, preserves your legacy, and helps shield your family or business from future financial disruption.
Business Succession
You’ve built something exceptional—now let’s plan what comes next.
Whether you’re preparing for succession, sale, or a gradual exit, a successful transition is key to protecting the value you’ve created. We’ll help you navigate complex decisions with clarity and foresight, aligning your business exit strategy with your broader financial goals..
the Private Wealth Planning Experience
With IG’s Private Wealth Planning Experience even the most complex situations become more clear, so you can aim to maximize the impact of your wealth today, and for years to come.
Your IG Advisor and collaborative team of tax, estate, insurance and advanced financial planning experts will develop a comprehensive plan tailored to you. As your goals and needs evolve, your team has the insight and experience to help you move forward with efficiency and confidence.
Your IG Living PlanTM integrates tax-efficiency across 6 key dimensions of financial well-being.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Optimizing your retirement
We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals.
A comprehensive financial planning approach that’s as unique as you are.
1 Discover
Your IG Advisor will clarify your goals and concerns to prioritize your needs and tailor your client experience.
2 Analyze
We’ll explore strategies and model scenarios to help grow and protect your wealth while minimizing tax.
3 Create
We’ll present integrated advice and solutions, including a customized investment portfolio.
4 Implement
Your personalized strategies will be implemented into a comprehensive financial plan – your IG Living Plan.
5 Evolve
Your IG Advisor will proactively present opportunities in your plan as your life and the world evolves.
