3 STEP PROCESS

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STEP 1

PRIVATE CONSULT

 

Explore your current situation

We will learn about you and your current financial complexities to customize our relationship with you

 

Clarify your Goals and objectives

We will explore your life goals, financial aspirations and any concerns you have for you and your family

 

Review the cost of Advice

We will discuss our fee structure and the cost of doing business with us.

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STEP 2

STRATEGY MEETING

 

Develop a comprehensive plan

We provide bespoke strategies to address both long and short-term needs and then craft an IG Living PlanTM tailored to you and your goals.

 

Customize your investment program

Managing significant wealth requires custom asset mix that mitigates risk, seizes opportunity and minimizes taxes.

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STEP 3

IMPLEMENTATION & RECURRING AUDIT

 

Implement a holistic strategy

Activate on recommended strategies with a view of the interconnectivity across all dimensions of your life.

 

Proactively monitor and adjust

As your life and family circumstances change we work with you to identify and present all relevant scenarios before adjusting your Living Plan.

Try our IG Living Plan Snapshot

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This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100.  This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.