If there’s one thing all Canadians want to achieve, it’s true financial well-being. There’s nothing more rewarding than deciding for yourself how you want to live. But getting there takes more than just investing. It’s about making better financial decisions and ensuring you have a financial plan that evolves with your life. To find out if you’re on track, take the NEW IG Living Plan Snapshot. After answering a few questions, you’ll receive a score for each dimension of your financial well-being. This number, and the accompanying recommendations, can be used by you and an advisor to help you stay open to more of life’s possibilities.
True financial well-being means living life on your own terms. Getting there requires a financial plan that evolves with your ever-changing needs and goals, which is why we’ve developed the IG Living Plan. This holistic plan considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way. Our goal? To improve your financial well-being and make sure you can embrace all of life’s possibilities.
Optimizing your Retirement
Managing Cash Flow
Sharing your Wealth
Preparing for the Unexpected
Planning for Major Expenditures
Maximizing Business Success
One of the benefits of having an IG Living Plan is the insight you get into how you are tracking towards your goals for retirement. You’ll work with an IG Consultant to optimize your financial plan – going beyond RRSPs to consider your entire financial life, to forecast your monthly income in retirement. Knowing where you stand will give you the confidence to embrace all of life’s possibilities - today and for the future.
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.
Speak to an IG Consultant who can create an individualized IG Living Plan and, ultimately, help you meet your financial goals. They’ll work with you now, and in the future, to ensure you stay on track.
