With a combined 30+ years of financial planning experience behind us, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial plan is synchronized with the others.

We will achieve this through accountability, a collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

Meet our team

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:

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.

Jason Klein

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

Awards & recognition

Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:

  • South Island President's Cup (2022): Top regional practice based on ten different categories.

  • President's Council Qualifier (2021): Top 122 teams Canada-wide based on new business.