Confident Wealth Planning for the Life You Want and the Legacy You’ll Leave

Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.

Investment planning

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Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.

Retirement planning

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Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.

Tax planning

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Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.

Insurance planning

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Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs.

Business succession planning

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You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.

Estate and legacy planning

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We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.

Charitable giving

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Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way.