Financial Planner
Bolstered by a network of experts, our team leverages a unique client experience using a human and collaborative approach to ensure a lasting and rewarding relationship with our clientele of entrepreneurs and professionals. As a result, our turnkey service adjusts to your changing needs and gives you the peace of mind and confidence you require throughout each major stage of your life.
To secure your financial success, we are firmly committed to maintaining the highest level of proficiency through our active involvement in the field of financial planning and our promotion of continuing education, thus ensuring peak performance and providing you with the very best in personalized service.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Advanced Financial Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Mortgage Advisor,
nesto inc.
nesto inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.