Our team has deep experience in working with families that have a loved one who has a special need, regardless if it is physical, mental or social.
We emphasize initiatives aimed at fostering independence, self-advocacy, and personal growth for all involved parties so that your wealth can empower and better their lives.
We believe in compassionate, empathetic support to families navigating the complex challenges of a special need’s dependent. We combine financial planning with the emotional and practical considerations that we know are involved in caring for a loved one with a disability or social non-sufficiency.
Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.
We provide direct support to families across a variety of areas, including but not limited to:
Facilitation of Family Meetings.
Philanthropic & Charitable Giving.
Next Generation Education & Planning.
Financial Literacy & legacy discussions.
Professional’s meetings and mediation.
Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
GICs issued by Investors Group Trust Co Ltd., and/or other non-affiliated GIC issuers.
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning (Agent) Specialist. *In the Province of Ontario, Mortgage Brokerage Licence #10809, Mortgage Administrator Licence #11256.
The IG Wealth Management Charitable Giving Program is offered together with the Strategic Charitable Giving Foundation, which operates independently from IG Wealth Management. Donations are irrevocable and vest with the Foundation. This information is general in nature and not intended to be professional tax advice. Please read the Program Guide for complete details, including fees and expenses. All personal information you share with us is confidential and will be handled in accordance with the Collection, Use and Disclosure of Information provisions outlined in our account opening booklet. You can also find out more information about IG Wealth Management’s practices regarding privacy by reviewing the comprehensive privacy notice on our website,
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