Achieving True Financial Wellbeing

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.

Get Your Snapshot

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.

Get In Touch

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.

Find An Advisor

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.

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Ways To Improve Your Financial Well-Being

Managing Cash Flow
We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events, while working toward your goals.
Optimizing Your Retirement
Gain greater clarity and let us help you manage the risks of retirement, preserve your capital, and create income to help support your future lifestyle and goals.
Sharing Your Wealth
We assess your cash and credit requirements and aid in optimizing your taxes to help you thrive during major life events, while working toward your goals.
Preparing for the Unexpected
Create comprehensive strategies that provide, preserve, and protect your loved ones and those you care for when the unexpected happens.
Planning for Major Expenditures
Ensure you have flexibility with a balanced plan that allows you to take advantage of opportunities and helps make your financial vision a reality.
Maximizing Business Success
Business owners can take full advantage and engage holistic strategies to synchronize and enhance your business and personal financial plan.