Business Details
Your Trusted Partner for Comprehensive Financial Planning
At IG Wealth Management, we are dedicated to helping Canadians grow and protect their wealth through personalized financial strategies. With over 215 years of combined experience, our team collaborates with in-house experts in tax, estate, insurance, and advanced financial planning to create tailored solutions. We serve families, pre-retirees, business owners, and executives, focusing on minimizing taxes, maximizing financial well-being, and addressing evolving life goals.Our holistic approach integrates global investment talent, customized estate planning, and tax-efficient charitable giving. We prioritize client-centric service, ensuring every detail aligns with individual circumstances. As a trusted partner, we empower clients to navigate financial complexity with confidence, supported by a legacy of expertise and a commitment to innovation.
Services
Investment planning
Retirement planning
Estate and legacy planning
Insurance planning
Tax planning
Charitable giving
Private Company Advisory
Highlights and features
- We offer 215+ years of combined experience in financial services.
- Our tailored strategies integrate in-house tax, estate, and insurance expertise.
- We provide access to global investment talent and diversified portfolios.
- Our client-centric approach prioritizes tax-efficient, long-term wealth planning.
- We specialize in addressing complex financial needs of business owners and executives.
Services
Investment planning
We construct diversified portfolios using global asset managers and monitor them continuously to align with clients' wealth preservation and growth objectives. Our strategies integrate tax-efficient solutions and adapt to evolving market conditions, ensuring long-term financial stability while balancing risk and return to meet individual goals.
Retirement planning
Our retirement planning focuses on creating sustainable income streams while protecting assets from market volatility. We analyze clients' current financial status, future lifestyle needs, and tax implications to develop phased withdrawal strategies that maximize government benefits and minimize tax liabilities throughout retirement.
Estate and legacy planning
We specialize in intergenerational wealth transfer strategies, including trust structures and charitable giving plans. Our team coordinates with legal and tax experts to minimize estate taxes, ensure smooth asset distribution, and implement legacy initiatives that reflect clients' values and philanthropic goals.
Insurance planning
We conduct comprehensive risk assessments to determine appropriate insurance coverage levels for income replacement, critical illness, and long-term care. Our solutions protect clients' lifestyles while integrating with overall financial plans to ensure tax-efficient wealth preservation for beneficiaries.
Tax planning
Our tax mitigation strategies focus on reducing lifetime tax burdens through income splitting, capital gains management, and registered account optimization. We collaborate with in-house accountants to implement advanced techniques like corporate class fund structures and charitable donation tax credits for high-net-worth clients.
People
Christine Van Cauwenberghe
Head of Financial Planning
Christine leads IG's Advanced Financial Planning department, specializing in complex tax and estate matters for high-net-worth clients. With legal and financial credentials including CFP and TEP designations, she authors annual wealth planning guides and represents IG in media appearances.
Aurle Courcelles
Vice-President, Tax and Estate Planning
Aurle coordinates tax and estate planning services for IG's high-net-worth clients, leveraging 25+ years of experience in private company advisory and executive compensation planning. He holds CFP, TEP, and FP Canada Fellow designations and contributes to industry organizations.
Philip Petursson
Chief Investment Strategist
Philip provides market insights and investment strategy leadership with 25+ years of capital markets experience. As IG's primary spokesperson, he simplifies complex economic trends through media appearances and educational podcasts while guiding portfolio construction decisions.
David Turnbull
Head of Private Company Advisory
David leads IG's corporate advisory services for mid-market businesses, combining 25+ years of investment banking experience with an MBA and CFA designation. He focuses on value creation through financing solutions, strategic advisory, and M&A expertise.
Shauna Clarke
Vice-President, Mortgage & Banking Solutions
Shauna oversees mortgage and financing solutions integrated into holistic wealth plans. With 25+ years in financial services and a CFP designation, she leads teams delivering advice-driven banking products aligned with clients' long-term financial objectives.
Questions
What services does IG Wealth Management offer?
We provide investment planning, retirement strategies, estate and tax planning, insurance solutions, and advisory services for business owners through our IG Private Company Advisory team.
How do you tailor financial plans to individual needs?
Our team creates personalized strategies by analyzing clients' goals, risk tolerance, and financial circumstances, integrating global investment expertise and in-house specialist insights.
What experience does your team have?
Our advisors have over 215 years of combined financial services experience, supported by in-house experts in tax, estate planning, and advanced financial strategies.
How does IG Private Company Advisory help business owners?
We offer tailored financing, strategic advisory, and M&A solutions to mid-market businesses, helping owners maximize value and align company growth with personal financial goals.
What tools are available for financial assessment?
Our IG Living Plan Snapshot provides a free online assessment of financial well-being, offering personalized recommendations to improve retirement readiness and tax efficiency.
How does IG Wealth Management support community initiatives?
Through IG Empower Your Tomorrow, we promote financial confidence nationwide while supporting local causes like mental health and hospice care.
