CERTIFIED FINANCIAL PLANNER®
By offering comprehensive, unbiased financial advice, along with exceptional service at competitive costs, our value stands above the rest. Our structured team approach, the backing of CERTIFIED FINANCIAL PLANNER® professionals, and over 50 years of combined experience in financial services, is the foundation for creating an exceptional client experience, now and over time. The professionals, self-employed individuals and pre-retirees that we work with understand our multiple step process—from initial introduction, to data collection, to an analysis of various strategies, to the implementation of a comprehensive financial plan.
The care, time and effort that goes into each plan directly translates into a stronger relationship with each client and an increase in trust, reliability, confidence and wealth.
Meet our team
Associate Consultant
Executive Assistant
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:
Head of Financial Planning
Vice-President, Advanced Financial Planning
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.
Mortgage Advisor,
nesto inc.
nesto inc.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
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.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at jonathan.davies@igpwm.ca.
Featured media coverage
We have been featured in: