At IPG, our team works hard to understand your unique financial situation – and our goal is to provide you with a comprehensive plan identifying where you are today, where you would like to be, and the best way to get there. Our advisors specialize in the delivery of comprehensive financial planning services and, since we are contracted with over 100 financial institutions in Canada, our team can shop the market for the solution that suits your exact needs.
Our advisors make meeting individual client’s needs their highest priority. They offer a wide range of services – such as asset allocation advice and global investment strategies – that are not directly tied to a particular investment product. As a result, your advisor can act as an unbiased consultant, ensuring your customized solution is the very best one for your situation.
Our process is designed to ensure accuracy and complete confidentiality and our entire team is committed to the highest standard of professional ethics and utmost respect for the privacy of your personal, family and business affairs.
Our financial advisors attend conferences and seminars to ensure they remain up-to-date on the various aspects of financial planning, including:
You can rest assured that our advisors have the most innovative strategies to help you:
Learn more about our services in the Planning and Advice section.