Achieving financial well-being starts with a plan

Having a plan, monitoring its progress, and knowing when to make changes is the key to achieving your goals.


Life is full of change and opportunity. That’s what makes it so exciting. Having a well-constructed financial plan will put you in control, better prepare you to manage the things you can’t predict and can set you on a clear course towards reaching your goals.

Financial confidence is achieved by knowing where you stand and what choices you have to adapt to change in your life. That’s why IG created the IG Living Plan - so that you and your Consultant can be proactive in decision making and always have a holistic view of your financial situation. The plan is designed to synchronize the five major dimensions of your financial life so that all of your efforts work together for the greatest possible outcome. 

The heart of the plan

A good financial plan provides you with a clear and objective way to identify gaps and highlight opportunities. The IG Living Plan, is built on the idea that life is not static. As life changes and evolves, your plan needs to be dynamic to keep you on track to meet your goals, and embrace all of life’s possibilities.

Taking your financial pulse: Living Plan Assessment

Once your plan is established, your IG Consultant can provide you with a Living Plan Assessment at any time. This informative report provides a score for each of the five dimensions as well as an overall financial well-being score. The value of the report is its ability to proactively make recommendations on ways to improve your score over time. For example, you may have a lower score on preparing for the unexpected, this likely means that you need to explore your options for greater insurance coverage. Once the Living Plan Assessment is completed, you’ll enjoy the confidence of always knowing where you stand in relation to your financial goals.

Share your experience

IG 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 is for people who do not yet have a comprehensive financial plan but are keen to understand their level of financial well-being. Through a series of questions, it produces a “snapshot in time” that identifies your opportunities and areas that need improvement. Consider sharing this tool with family and friends. Encourage them to take the quiz so they can see where they stand today and how they can better plan for tomorrow.

IG Living Plan Snapshot infograph containing the five icons that illustrate optimising retirement, sharing wealth, manaing cash flow, preparing for unexpected, and planning for major expenditures

I want to be more prepared

Are you on your way to achieving true financial well-being? Find out by using our IG Living Plan Snapshot tool. 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. Use these insights to create a comprehensive financial plan that evolves and adapts with your life.