Division Manager, Financial Planner, Financial Security Advisor, Advisor in Group Insurance and Group-Annuity Plans
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.
To establish such a plan, we first seek to gain an in-depth understanding of our client’s objectives and needs. Working with our clients and our tax experts, we create a personalized Living Plan that encompasses all dimensions of their financial well-being, now and for the future.
Our lives have never been more complex, both personally and financially. That's why we believe that there has never been a better time for truly comprehensive financial planning.
Meet our team
Dealer Representative, Financial Security Advisor
Executive Assistant
Consultant
Intern
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Advanced Financial Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Mortgage Advisor,
nesto inc.
nesto inc.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Community involvement
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at francis.marleau@iggpp.ca.