With over 40 years of combined industry experience, our knowledgeable team is poised to instill confidence in your financial journey. Whether you're navigating retirement goals, grappling with intricate tax considerations, or strategizing wealth distribution, we synchronize every facet of your financial plan.

Integrity, friendship, strategic collaboration, and an unwavering commitment to delivering an exceptional client experience define our approach. For you, this means gaining the freedom to savour life's moments, knowing your wealth is expertly stewarded.

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.

Adam Marceau

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 henry.zech@ig.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