Ig wealth

Investors Group Financial Services Inc. If you would like to request an appointment please complete your personal information below. Life is constantly changing, which is why you need a plan, and a pro-active advisor, ig wealth, that can adapt with your evolving needs and goals.

Our IG Private Wealth experts can guide you through the opportunities and challenges of higher net worth. Your personal IG advisor, along with the tax, estate, investment and insurance experts from our Advanced Financial Planning team are here to help you plan for all the possibilities that your wealth brings. A successful business owner about to retire, but are they considering the full family picture? How we can help. Retiring with multiple properties — should Sara and Marc sell, downsize or keep in the family? A doctor with a new family — when is the right time for Michael to incorporate his practice? Estate planning when one of your loved ones has a disability — what should Alan and Sue consider?

Ig wealth

We'll recommend a plan that includes insurance to maintain your family's lifestyle. Learn more about preparing for the unexpected. Our IG Living Plan can incorporate all major expenditures and provide a savings schedule. Learn more about planning for major expenditures. We'll develop the right plan to optimize your debt repayment and savings goals. Learn more about managing cash flow. Learn more about optimizing for retirement. Learn more about sharing your wealth. We can recommend the most strategic and tax-efficient ways to finance business growth. Learn more about maximizing business success. Through lifelong relationships, your IG advisor gets to know your family to proactively adapt your financial plan for whatever life brings. Collaborate with your IG advisor using our enhanced digital experience to create a financial plan that is unique to you. We cultivate proven and trusted asset managers from around the world to deliver returns that help our clients reach their financial goals. My Consultant makes a point of connecting with me on a schedule that works for me and ensures all my wealth management needs are proactively addressed.

Explore real financial planning with integrated tax strategies. How we can help.

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A major contributor to reaching your financial goals is your investment portfolio, and its ability to provide you with the performance needed to reach those goals. Equity Private Pool. IG Mackenzie U. Dividend Registered Fund. IG Core Portfolio Balanced. IG Core Portfolio Income. IG Managed Payout Portfolio. IG Mackenzie Global Dividend. IG Mackenzie Strategic Income. IG Mackenzie Mutual of Canada.

Ig wealth

Through lifelong relationships, your IG advisor gets to know your family to proactively adapt your financial plan for whatever life brings. My Consultant always returns my calls, and no question is left unanswered. IG has my future in mind always. Access to exclusive investment solutions with best-in-class expertise from asset managers across the globe. Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more. Explore Private Wealth Management. The Living Market podcast A weekly synopsis of market themes and trends. How we help. Overview Beginning to plan for retirement Actively planning for retirement Approaching retirement.

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Investors Group Financial Services Inc. How can you avoid retiring later than planned? Our IG Private Wealth experts can guide you through the opportunities and challenges of higher net worth. Bursting with performance Explore our top-performing investment solutions. How do rising interest rates affect you? And why does it matter? Depending on the economic circumstances, interest rates can rise substantially over a year. We'll develop the right plan to optimize your debt repayment and savings goals. About —. How we can help Financial implications of incorporating his practice Blended family and common-law considerations Integrating financial planning for a child with disabilities. By continuing to browse this site you give consent for cookies to be used. As we wave goodbye to , we can also expect to bid adieu to some of the key events of the year that made it especially challenging for the markets.

I have read and agree to the User Agreement Last revised: August Get the app. Get tax slips and reports you need for filing your tax return.

Important dates to help you get ready for tax season. What will my monthly retirement income be? Learn more. The central bank interest rate rises, which brought about a mini banking collapse early in the year, appear to have come to an end, while inflation is moving toward target levels. Move from the city to the cabin? First Name. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. A living plan built by a multi-disciplinary team With IG's Private Wealth Planning Experience, you have access to a team of experts, including tax, insurance and estate specialists who collaborate to build your personalized financial plan. Personal Message optional. Explore more insights and ideas. A team of experts working with you Your personal IG advisor, along with the tax, estate, investment and insurance experts from our Advanced Financial Planning team are here to help you plan for all the possibilities that your wealth brings. Charitable Gift Planning. We can recommend the most strategic and tax-efficient ways to finance business growth. Thu, Dec 14 AM.