What We Do

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.

If you take the time to create a plan to protect your income during retirement, you will likely achieve a much better result. You will more likely have enough income to support your desired lifestyle. You'll feel more relaxed and confident. And therefore, you'll be able to truly enjoy your retirement.

That's why we recommend you do three things:

  1. Honestly assess your current situation.
  2. Clarify your personal and financial goals for retirement.
  3. Develop and implement a plan to protect your income during retirement.

A holistic view of your wealth and your life

Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.

Managing cash flow efficiently

We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals.  From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.

Optimizing your retirement

We’ll help manage the risks of retirement, preserving the capital you’ve built and create a tax-efficient income stream to support your needs and goals.

Preparing for the unexpected

We can’t always anticipate the challenges that we may be faced with, but we can plan for them.  We’ll help you develop comprehensive risk management strategies to provide for those you care about.

Planning for major expenditures

We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.

Sharing your wealth

Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.

Maximizing your business success

From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.

A process designed around you

There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.  

We’ll clarify your goals and concerns, evaluate your current financial situation, and synchronize six major areas of your financial well-being to create your IG Living PlanTM.

As your life moves through different phases, our ongoing process will proactively monitor and respond to you–reflecting our comprehensive, yet flexible team-based approach to financial planning that can deliver a deeper emphasis on any aspect of your living plan.

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