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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.

Are your current investment strategies meeting your needs? Perhaps you need to re-evaluate your approach due to life stage changes or concerns about market fluctuations and economic factors. We have the expertise to help answer all your questions. We will discuss your needs, concerns, and, when appropriate, offer ways to help your investment plan reflect your life plan better.
 

 

Learn more about IG’s investment management team and the portfolio manager selection process.
 

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.

We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
 

 


IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
 


Learn more about IG’s Climate Action Portfolios.


 

The iProfile Private Portfolio program is a sophisticated approach to investment management structure for high net worth investors.

Commissions, fees and expenses may be associated with mutual fund investments and the use of the iProfile Program. Read the prospectus and speak to an IG Consultant before investing.  Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Recommendations relate only to IG Wealth Management mutual funds. An asset allocation service, iProfile Private Portfolios are a managed asset program for clients with a minimum of $250,000 invested in the iProfile Program

 Vulnerabilities are often magnified during periods of uncertainty. A well-defined financial planning process provides the financial guidance and support you need, in all circumstances. 

  • Sylvain Morin & Associates
    Private Wealth Management
  • 7001 Mumford Rd. Suite 200 – Halifax Place
  • Halifax, NS B3L 4R3
  • Investors Group Financial Services Inc.
  • T: 902-423-8294
  • M: 902-225-8332
  • sylvain.morin@igpwm.ca

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