Advice that aligns with your dreams and priorities
Wealth brings unique opportunities, yet it can come with complex questions and decisions. As an integral part of your financial affairs, our goal is to strengthen your complete financial situation and uncover unrealized strategies as we build a personalized Financial Plan.
As a valued Private Wealth Management member, you will also have access to a world-class team that includes advanced financial planners, tax and estate planning experts, lawyers, accountants as well as investment management professionals. A true collaborative team approach to help clarify all your financial needs while providing the personalized service you deserve, so you can live life to the fullest.
After all, real financial advice is about more than investing – it’s about empowering you, the client, to give you the confidence to pursue your dreams knowing that you and those you love will continue to thrive.
A process designed around you
Our financial planning process is personalized, so our five-step process begins by understanding what really matters to you.
We’ll help clarify your goals and concerns, evaluate your current financial situation, and synchronize six major areas of your financial well-being to create a customized Financial Plan.
As your life moves through different phases, our ongoing process will proactively monitor and respond to you – reflecting our comprehensive, team-based approach to financial planning that can deliver a deeper emphasis on any aspect of your financial affairs.
Whether you are looking to build and protect your wealth, approaching retirement, planning a detailed business succession strategy, cross-border tax advice or considering estate planning – you will have the right experts working for you across all dimensions of your financial well-being.
A comprehensive planning approach that analyzes and explores all aspects of your financial well-being Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life. Your IG Private Wealth Management Team can also work with your existing tax and legal team, for a truly personalized and collaborative route to ensuring all your tax and family goals are covered.
Experience our next generation IG Living Plan
Are you prepared for all the ‘what if’s’ in your financial life? Find out with our next-generation IG Living Plan.
With this interactive new digital experience, we can help you test different scenarios and show the impact of your decisions before you make them.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.
Get your snapshot