With over 25 years of combined financial planning experience behind us, our team will help you build confidence in your future. We partner with affluent clientele to create a tailored financial plan consisting of actionable strategies for success in both up and down markets. Our team provides measurable benchmarks to track your success beyond rates of return, as well as strategies to minimize tax liabilities, contributing to the growth of your net worth. We are also uniquely positioned to provide multi-generational wealth planning and support for high-net-worth families.

Our team can simplify your financial life and create peace of mind by reducing your financial concerns and guiding you through significant life events. This includes retirement, the sale of a business or property, severance, separation, or the passing of a loved one.

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.

Brenda Albers

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

Community involvement

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more

In the media

For all media inquiries and bookings for speaking engagements, please contact us at joel.chevalier@ig.ca.