Our team has the expertise and experience to address the most complex and evolving needs of clients. We take complex issues and make them simple. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as Regional Insurance, Wealth and Mortgage Planning Specialists.
Our Leadership
Principal
Principal
Senior Financial Consultant
Client Services
Business Development Co-ordinator
Executive Assistant
Processing Business Assistant
Ambassador
Corporate Experts
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Head of Financial Planning
Vice-President, Advanced Financial Planning
Regional Specialists
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
Mortgage Planning Specialist, I.G. Investment Management Ltd.
Insurance and Estate Planning Specialist, I.G. Insurance Services Inc.
Wealth Planning Specialist, Investors Group Securities Inc.