We believe the best way to embrace all that life has to offer is to work with a proactive financial advisor who understands your evolving needs and goals. We will create a financial plan for your family – an IG Living Plan™ – that adapts and changes as your life does.
We work with you to improve your financial wellbeing through a comprehensive, holistic approach to planning, based on synchronized professional advice that lets you embrace all of life’s opportunities.
The Benefits Of Working With A Wealth Management Consultant
Our holistic approach to financial planning and wealth management begins with gaining a deep understanding of all aspects of your financial life. We explore your goals and answer your questions about how to say yes to life’s possibilities.
We then help you create a financial plan – an IG Living Plan – that goes beyond investment choices to include six key dimensions of your financial life.
Your IG Living Plan is strengthened by a team of experts, so regardless of your goals, whether you want retire early or pursue opportunities abroad, you can be confident that we will provide the relevant advice and present the scenarios that reflect your dynamic life.
Wondering if an IG Living Plan is right for you?
IG Wealth Management believes that all Canadians can benefit from higher levels of financial awareness and preparedness. That’s why we built an industry-first tool called the IG Living Plan Snapshot.
This easy-to-use online tool helps those without an IG Living Plan better understand their level of financial well-being.Through a series of questions, the tool identifies opportunities and areas that may need improvement. Use your results to create a comprehensive IG Living Plan that’s tailored to your needs.
If you see where you stand today, you can better plan for tomorrow. After you’ve created your IG Living Plan, you’ll receive an IG Living Plan Assessment. This report comes with a score and a list of recommendations that relate to the six dimensions of financial well-being. These recommendations will help prioritize your financial decision making and, if implemented, you should see your score improve and your financial well-being.
Helping you achieve true financial well-being
Arrange a call with Grant to explore how he might show you how to reach your goals and enjoy the lifestyle you've always wanted.
We empower people to achieve their dreams and build their wealth. We do this through a comprehensive approach to financial planning while providing them with a world-class experience.
If you would like to learn more about how we can do this for you, do not hesitate to schedule a consultation call with me right away.