We believe that financial planning should be straightforward, save you time and go beyond an investment portfolio. With the help of our guided approach to financial planning, we help you get clear on what is important, walk alongside you to put the pieces together, and ensure that all aspects of your financial life are taken into account. We are based in Victoria, British Columbia and help those 50+ to reduce taxes, invest smarter, and retire successfully.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
IG Wealth Management
When you partner with our team, you also partner with IG Wealth Management, an industry leader that Canadian families have trusted for nearly 100 years.
- Canadian owned and operated since 1926
- IG Living PlanTM – a sophisticated, interactive financial planning experience
- $110.8 billion in assets under administration (as of Dec. 2022)
- Access to world-leading asset management expertise and exclusive managed investment solutions
- Member of the IGM Financial family of companies