Our mission is to help you grow and protect your wealth through personalized financial plans that navigate life's challenges and shield you from the unexpected. By understanding your unique needs, we deliver success in a comprehensive and tax-efficient manner. Partner with us to access proven advanced strategies that will enhance your financial well-being for the long term.

Meet our team

Timothy Wong

Senior Financial Consultant,
Holistic Financial Planning – Tax and Investment Focus

Gerald Madaje

Associate Consultant,
Holistic Financial Planning – Portfolio Analysis and Client Care Focus

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.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at jeremy.samuels@ig.ca.

Community involvement

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more