You take care of your family and career. We take care of you.

With our team of specialists we remove complexity and provide an understandable and comprehensive, personalized plan for you, your family and your business. World class investment oversight and input from tax and estate experts provides clarity to your complex financial issues so you can make important decisions with confidence. Our client relationships are long-term, trusted partnerships that often span more than two generations. We help guide, focus and move you towards your financial goals in a way that allows you and your loved ones to enjoy life to the fullest, knowing your financial affairs are in good hands.

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.

Steve McInnis

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

In the media

For all media inquiries and bookings for speaking engagements, please contact us at HopeBirkettDawson@igpwm.ca.

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