The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living PlanTM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.
The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.
Get in touch with our team to see if you qualify for the IG Private Wealth Planning Experience.