There are four main areas clients benefit from:

Comprehensive financial planning

Personalized IG Living Plan^TM that includes:

• Financial well-being assessment
• Cash flow management recommendations
• Savings/investment solutions for specific goals and major expenditures
• Retirement optimization strategy
• Wealth transfer planning

Investment management & advice

• Investment selection and administration
• Professional management and monitoring
• Regular portfolio rebalancing
• Record keeping

Access to experts

In-house experts available to help optimize key aspects of your financial plan:

• Estate planning
• Tax minimization
• Wealth planning
• Investment strategy
• Insurance solutions
• Mortgage solutions

Ongoing relationship

• Ongoing assessment of progress against goals
• Proactive plan monitoring and adjustments based on regular touchpoint meetings
• Intergenerational services