Our team has the expertise and experience to address the most complex and evolving needs of our clients.

With an enhanced collaborative approach, we provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. Enhanced financial planning expertise with personalized client experience.

Our Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to experienced regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Ian Burgess

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.