Our experienced team and refined process gives clients the confidence to live the way they want, retire the way they want and provide a legacy as they see fit. For clients that are looking for the value add in their financial life we provide a uniquely integrated, tax efficient plan and help them achieve it, regardless of how life may change along the way.
We specialize in inter-generational planning and wealth transfer, especially with saving tax dollars all along the way. We also have significant experience working in the seniors’ community and with families dealing with disabilities that have unique needs. We recognize that your dreams, goals and well-being are the assets and the plan is just a vehicle to reach and maintain them. You’ll find that when you have a plan, you have confidence.
Our passion is inspiring confidence in everything you do!
See your income in retirement
With the help of an IG Advisor, you can find out your monthly income in retirement.
Master your Retirement: Key actions to take to secure
the retirement you want