Services2018-11-21T10:36:56-06:00

Services

A complete wealth management program: We provide effective, tailored investment strategies focused on both long- and short-term needs integrated with specialized services such as tax and estate planning.

IG Wealth Management is a part of IGM Financial, and a member of the Power Financial Corporation group of companies, one of Canada’s largest and most respected corporations. When you choose us, you enter into a relationship with an industry leader that Canadians have trusted for more than 90 years.

We offer:

A personal approach to comprehensive wealth management will help you to:

  • Know where you stand
  • Evaluate alternatives
  • Plan to reach your goals
  • Stay on track
  • Equities
  • Bonds and debentures
  • Money market securities
  • Guaranteed investment certificates (GICs)
  • Strip bonds and mortgage-backed securities
  • Mutual funds
  • Exchange traded funds (ETFs)
  • Corporate Class
  • iProfile™
  • Guaranteed investment funds (GIFs)
  • Segregated funds

With assistance from our expert team of lawyers and accountants, we’ll provide customized strategies to address:

  • Tax implications of investment activities

  • Opportunities to reduce tax

  • Wills and trust in your name

  • Your insurance needs

  • And much more

Investors Group Charitable Giving Program – Support causes that are important to you now and over time while optimizing the tax benefit!

  • Donate cash, securities or life insurance

  • Periodic or regular recurring charitable gifts

  • No capital gains tax on donations of publically traded securities transferred in-kind

  • Tax-free growth

Offers opportunities to:

  • Minimize tax

  • Enhance the value of your estate

  • Prepare for life’s unexpected turns

  • Protect your family

Solutions Banking™ – All-In-One Line of Credit

  • Consolidate all your banking and financing needs

  • Combines the functionality of a chequing account, savings account, lines of credit and mortgage

iProfile™: Investors Group Strategic Asset Allocation Approach

  • Six unique investment pools under a single investment platform

  • Diversified across a variety of geographic regions and management styles

  • On non-registered accounts, advisory fee may be tax-deductible

  • Canadian and US currencies

  • No annual account administration fees for household assets of $100,000+

  • Transfer your current holding without triggering;

    • Capital gains or losses

    • Mutual fund deferred sales charges

    • Trade commission charges*

*Some institutions may charge a transfer-out fee

  • $250,000+

    • iProfile Managed Asset Program

    • Access to institutional money managers

  • $500,000+

    • Series U; reduced cost as assets increase

  • $1,000,000

    • Discounted stock-trading fees

  • Investors Group Corporate Class

    • Tax-deferred, compound growth

    • No age barriers or annual maximum contribution limits

  • Allegro Corporate Class Portfolio’s – T Series

    • Steady, tax-efficient payouts through the return of capital feature.