Our team has the expertise and experience to address the most complex and evolving needs of our clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as Regional Insurance, Wealth and Mortgage Planning Specialists.


 Our focus is on helping individuals and families build and protect their wealth. Our strategy to accomplish this is by providing clear, sound financial planning and management in all areas, including taxation, retirement and estate planning, and intergenerational wealth transfer. With our ethical and caring approach, our entire team is dedicated to helping you achieve and maintain your financial goals through all stages of your life. We look forward to working with you and showing you the benefits and values of our exceptional service and coordinated planning approach.  

Lisa Bell, Managing Partner, Senior Financial Consultant


 Our clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.  

Janice Taite, Associate Consultant

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Insurance and Estate Planning Specialist,
I.G. Insurance Services Inc.