Have you planned for the unplanned?

Find out how prepared you are with the IG Living Plan Snapshot

Helping Canadians achieve true financial well-being

Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.

Ready for the unplanned?

Find out your financial well-being score by using our IG Living Plan Snapshot tool.

Get your Snapshot

Does your plan adapt to change?

The impact of COVID-19 has reinforced that having a financial plan is important more now than ever.

Download the new IG mobile app

Secure access to your IG Wealth Management accounts from your mobile device – anywhere and at any time.

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How strong is your financial plan?

From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. You’ll answer a series of questions based on five dimensions of financial well-being and then receive a result out of 100 and recommendations on how best to meet your goals. These insights will help you create a comprehensive financial plan that evolves and adapts with your life.

Start now

Private Wealth Management

For affluent individuals, business owners and families with more specific tax and financial planning needs.

Learn more

New Family View in Online Access

Financial well-being starts with having a comprehensive view of your financial picture. Our new Family View feature in Online Access allows you to share IG account information with your family.

Man and woman enjoying retirement in a boat on the water

Get in touch with us

Connect with an IG advisor who will complete a sophisticated and in-depth interview to understand your personal goals.