Our commitment is to build trusting, lasting relationships, putting your goals at the center of every financial decision. Whether you're facing the financial challenges of business ownership, seeking to optimize your investments, or approaching retirement, we're here to support you every step of the way. Discover a collaborative approach that offers you the security and peace of mind you deserve. We strive to create an environment of trust and transparency, where your interests always come first.

Meet our team

Guy Dagenais

Associate Consultant, Financial Security Advisor, Advisor in Group-Insurance Plans, Mutual Fund Representative

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 melanie.philion@igpwm.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