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.

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

In the Media

Should I contribute to an RRSP, a TFSA or both?

Download our free whitepaper for more information on TFSAs and RRSPs, and to help determine where best to invest.

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

IGM & IG commitments to a more sustainable future