Planning for your future starts now! Active listening is our core value. This means we hear what is most important to our clients and their families. By understanding each client’s unique goals and concerns we develop a written plan to guide them through each stage of their life. Through comprehensive planning, open communication and first class service we offer clients a lifetime of advice and strategies to help guide them towards financial freedom and tax minimization.
Positive change helps to make a difference in client’s lives. Let’s work together to figure out how to save a little more, retire a few years earlier, pay less in taxes and have a plan in case of an unexpected life event. Life is dynamic not static , so you should be prepared for: marriage/divorce, a critical illness, loss of employment, winning the lottery, having a baby, buying a new home or that dream trip around the world.
Would you like to make the first step to improving your financial health? Contact us today 604.788.8000
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.