Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
Wisdom is knowing what to do next, skill is knowing how to do it, and virtue is doing it. Clients do not want miracles, they want mastery. They want to be heard and understood. They want a vision of their financial life and need help turning that vision into reality. They come to us for guidance, wisdom, empathy.
Most people know what they know, they also know what they don't know. It is the "blind-side", the things we "don't know we don't know" that often present opportunity or cause trouble and stress. We create a plan so that we take advantage of every opportunity and eliminate all sources of financial danger.
What our clients appreciate the most goes beyond our financial expertise. They appreciate that they can express themselves freely. Reflect on their goals, life events and concerns, and then that they are able, with our involvement, to find the best way to deal with them. They know that there are no bad questions, just questions that are left unanswered. We are able to break complexity in smaller, understandable bites and solve one issue at a time. We create "the Plan" with our clients over time. They know exactly what they need to do and why...
A goal without a Financial Plan is just a wish. We work together to provide you with professional and reliable services that you can count on to achieve your goals in a realistic and timely manner. You will benefit from our personalized services to meet your specific needs, values and unique situation. Let’s get started today. We are only a phone call away.