Jon Gallagher

Did you know that affluent Canadians who work with an advisor have much greater
financial confidence than those without one? Ninety per cent of people who work with
proactive advisors like us believe that their financial plan can withstand any economic
downturns.*
We’ll take the time to really get to know you and provide you with truly integrated financial
planning. This means that we’ll go beyond investments to look at every aspect of your
financial life, which includes your budget, debt or mortgage, insurance and estate planning
needs, and strategies to help you reduce the impact of tax, so you can keep more of what
you earn.
As we explore your financial goals and concerns, we’ll create your IG Living Plan with
strategies to help you make the most of every financial opportunity. And, as your life
changes, we’ll adapt the plan so that you’re able to enjoy your life today and feel confident
about the future.