Navigating Your Financial Future

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.

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    RETIREMENT PLANNING

    Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

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    TAX PLANNING

    Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

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    HALAL INVESTMENTS

    Our unique approach to halal investment planning screens potential investments for ethical concerns about non-shariah compliant activities or sectors. We will discuss your needs and concerns, and offer ways to help your investment plan reflect your principles.

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    INVESTMENT PLANNING

    We are guided by a disciplined investment approach that leverages the combined talents of ig wealth management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

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    CASH AND LIQUIDITY MANAGEMENT

    Tailored cash and liquidity strategies will increase your flexibility to help you seize opportunities as they arise. By examining your cash flow and borrowing requirements, within a holistic financial plan, we will provide solutions that address your current lifestyle and goals for the future.

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    ESTATE PLANNING

    Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

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    INSURANCE PLANNING

    The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.

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    BUSINESS SUCCESSION

    You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.

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    CHARITABLE GIVING

    There are multiple benefits to your generosity. This includes integrating charitable giving as an important strategic component of your overall financial plan. A carefully constructed giving plan can benefit both you and the causes you care about.es here

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    INTERGENERATIONAL WEALTH

    The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.

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    HALAL GROUP RETIREMENT SERVICES

    Our comprehensive suite of shariah compliant Group Retirement Services includes halal group RRSPs (registered retirement savings plan), Halal group TFSA (tax-free savings account), and halal pension plans. We're committed to ensuring your investments adhere strictly to halal standards, ensuring your peace of mind for your and your employees’ retirement savings