About —
Our clients realize that it takes a team to be successful and are looking for a collaborative team-based approach to their wealth management needs. They have come to expect solutions that are unique as they are.
We have a long history of designing and managing comprehensive solutions for high net-worth individuals, families and foundations through a disciplined and proven approach. Whether you want us to manage everything, or if you want to take a more active role in your portfolio, your IG Living Plan™ will be tailored to your specific needs.
A real financial plan
general inquiries —
391 First St, Suite 102
Collingwood, ON L9Y 1B3
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The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOWtrending advice & stories
A lively start to the year breeds optimism
It’s Spring, and green is showing up everywhere. Is it a trader's dream or a signal of caution?
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Should you invest for retirement or pay off your mortgage?
When interest rates are high, people often think it’s better to pay off their mortgage rather than save. But is it the right choice? We’ll help you decide.
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The little-known tax benefits of life insurance
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
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2024 federal budget highlights
The Canadian government presented the 2024 federal budget on April 16, and it contains several proposals of interest to Canadians. Here are the highlights of the budget proposals.
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How to avoid mistakes when making a will — and other estate planning tips
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.
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Mortgage renewal: why you should never auto-renew your mortgage
Over the next two years, almost half of all Canadian mortgages will come up for renewal. This is something that typically happens to most mortgage holders every five years or so.
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