We are dedicated to helping clients preserve, grow, and optimize their wealth. We serve a wide variety of clients and families, including business owners and farmers. Our approach is to create tax-efficient retirement and estate plans for different generations of the same family. In this way, we help protect their wealth for generations to come.
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
Our team has more than 27 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
My wife Janet and myself have been clients of IG and with Francis for at least fifteen years and we could not be happier. When we first met Francis to go over our portfolio we never felt pressured and always felt very comfortable with him. Over the years our file has grown but Francis has always taken the time to sit down and meet us to make sure we understood and felt comfortable with the decisions that we were making with IG as time moved along. Even though the market has been up and down we have always been very pleased with the results and see no reason why that would change. All of our family members that also deal with Francis have nothing but good things to say about him and his team.
- Michael, Business Owner
About 15 years ago, Francis convinced us to entrust him with part of our savings. At the time, we were dissatisfied with the services of our financial advisor, who paid little attention to us. Since then, we've built up a strong relationship of trust with Francis. The judicious advice we received on both our personal and business finances enabled us to grow our business using an investment strategy tailored to our situation. As we approach retirement, with the help of a team of seasoned specialists, he has enabled us to face this transition with peace of mind. Thank you for your friendly, human and highly professional support.
- Josée (Accountant) and Denis (Engineer and Business Owner)
My transition to retirement was made much easier thanks to the exceptional expertise and support of the Francis Marleau team. After years of running my business, his advanced financial planning team, led by the tax specialist and legal advice from the lawyers, allowed me to sell my business with complete peace of mind.
The idea of retirement had me worried financially, but Francis' support enabled me to develop a solid retirement plan tailored to my specific needs. His sound investment recommendations optimized my resources, giving me real peace of mind about my long-term financial security. I highly recommend the Francis Marleau team to anyone looking for a trusted partner to help them make important financial decisions. Their contribution to my life and retirement has been invaluable, for which I am extremely grateful.
- Chantal Business Owner
