We provide integrated financial planning for clients whose lives and responsibilities are complex.
Our role is to bring structure, clarity, and precision to every element of your financial life—strategy, tax, risk, corporate considerations, and long-term wealth decisions—within one coordinated framework.
The result is a plan that is deliberate, technically sound, and managed with continuity, and care.
IG Private Company Advisory
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses, with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Business succession
Whether you’re transitioning partners, selling your practice, or planning a future exit, we map the process clearly so you understand the numbers, the timing, and the tax impact long before decisions feel urgent.
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Wealth transfer
We help you pass wealth to children (or causes) without unnecessary tax or confusion. Simpler for you now, simpler for your family later.
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Investment planning
We build investment strategies that match your goals, your cash flow, and your comfort level.
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Post-secondary education planning
If supporting your kids’ or grandkids’ education is important, we create tax-efficient plans that grow steadily over time and fit into your overall financial plan.
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Retirement planning
We design tax-efficient retirement income strategies for affluent families who want to convert significant wealth into lasting lifestyle freedom, with clear guardrails for spending, legacy, and intergenerational transfer.
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Insurance planning
Strategic risk management planning integrated into your full wealth architecture. We advise affluent professionals and business owners in Calgary, Vancouver, and across Western Canada on structuring insurance to protect lifestyle and capital today, while supporting tax-efficient wealth transfer, estate liquidity, and intergenerational legacy objectives.
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Tax planning
This is where our depth shines. Corporate integration, multi-entity planning, trusts, income splitting—everything aligned so you keep more of what’s yours.
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Estate planning
We help you protect your family, your business, and your hard-earned wealth with clear, coordinated planning. From corporations and trusts to tax and wills, everything lines up so your legacy feels intentional.
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Philanthropy
We help you build charitable strategies that are meaningful and incredibly tax-efficient—whether through donor-advised funds, foundation planning, gifting securities, or multi-year giving strategies. You get to support causes you love while reducing tax and strengthening your legacy.
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Cash management
We create simple, coordinated cash-flow systems so you always know what’s available to spend, save, and invest. By integrating corporate cash, investments, tax, and estate planning, we turn scattered accounts into one clear plan, freeing up your time and reducing financial stress.
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