Whether you’re seeking a succession partner as you approach your next chapter, or are looking to deepen your current offering by joining an elite financial planning practice, we know that finding the right fit for you and your clients is paramount. Backed by the strength of IG Wealth Management and its dedication to Canadian clients since 1926, our growth-oriented team of seasoned professionals delivers unparalleled financial planning support to enrich our client’s lives by considering all aspects of their financial landscape.

The right destination for you and your clients as you approach retirement

As a distinguished financial advisor contemplating retirement, you deserve a transition that reflects the excellence and dedication you have brought to your practice. IG values your legacy, and as partners, our team is poised to provide you with peace of mind that your clients will undergo a smooth transition, supported by a dedicated team of onboarding professionals, and will be welcomed with open arms by our team of financial professionals, so you can fully embrace the next chapter of your life.

Our goal is to empower affluent Canadians to achieve financial well-being. Our best-in-class advice experience, and IG’s leadership position and unique model gives us a competitive advantage for success with each and every client.

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The right fit for you and your practice as you look to deepen your offering

We’re seeking established practices that share the same growth driven and entrepreneurial mindset as our team of licensed wealth management professionals. We believe in managed solutions and anchor our advice in fully integrated, financial planning. Our success is propelled by the extensive tools, technology, and support for which IG is known.

Most importantly, we have long-term relationships with clients, spanning multi-generations, taking care of all aspects of their financial future. We are deeply invested in their lives and they are equally invested in IG. This same care and support will extend to your clients, as well.

 

Let’s start the conversation and explore how our team could be the perfect solution for you and your clients.

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Rediscover IG

IG is at the forefront of the industry and built around financial advisors that focus on true integrated financial planning. This includes investments, mortgages, tax planning, estate planning, philanthropy, retirement, insurance, private company advisory, and private wealth management.

1926

A century of experience

$140B+

Over $140 billion AUA (2024)

1M+

Over 1 million clients

 

Best-in-class advice experience

IG has made significant investments in technology and partnerships to digitalize the business, drive productivity growth, and elevate our client and advisor experience. The IG Living PlanTM and industry-leading suite of financial planning tools make the complex simple and enable a 360-degree interactive view of clients’ financial futures.

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Award-winning performance, driven by world-leading asset management

IG believes in managed solutions and our robust product shelf is designed to maximize performance, minimize risk and manage volatility. The result is our award-winning, four- and five-star investment solutions, as rated by Morningstar and Fundata A+ Awards. These top-performing investment solutions are owned by us and exclusive to our clients, but managed by top sub-advisors from across the globe with proven world-leading asset management expertise.

 

Built to win

IG is built to win through our top-performing product shelf, advanced financial planning capabilities and cutting-edge technology. Founded in 1926, IG is part of the Power Corporation of Canada group of companies, which has over $968 billion in assets under management.
 

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