Fièrement canadienne
Nous servons une clientèle variée aux besoins uniques – propriétaires d’entreprise, cadres, professionnels, familles d’agriculteurs, nouveaux arrivants, retraités – et lui offrons les solutions personnalisées qu’elle mérite.
L’équipe de la Planification financière avancée d’IG Gestion de patrimoine comprend des comptables fiscalistes, des avocat(e)s spécialisé(e)s en droit successoral (et des notaires au Québec), des spécialistes en planification financière, des spécialistes des régimes de retraite et des personnes détenant une expertise de pointe dans divers domaines. En collaboration avec les conseillers et conseillères IG et avec nos spécialistes en placements, en assurance et en crédit, l’équipe est en mesure d’aider les clients et clientes dans un certain nombre de domaines, notamment la fiscalité des particuliers, des sociétés et des fiducies, la planification successorale, les questions relatives aux biens familiaux, la planification des fiducies et au profit des personnes handicapées, les dons de bienfaisance et la fiscalité agricole.
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals.
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
We examine and continuously evaluate your cash and credit needs to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals.
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Propriétaires d’entreprise confrontés à des enjeux complexes, professionnels de la santé devant prendre des décisions urgentes, familles planifiant le transfert du patrimoine à la prochaine génération… nous aidons des Canadiens et Canadiennes de tous horizons à transformer les conseils reçus en actions concrètes. Voici leurs histoires.
Communiquez avec nous dès aujourd’hui pour planifier une rencontre gratuite avec une conseillère ou un conseiller IG dans votre communauté.
