Investors Group has rebranded as IG Wealth Management and launched the IG Living Plan, a new approach to financial planning that aims to reflect the evolving needs, goals and aspirations of Canadian families and individuals.
“IG has nearly a century of financial planning excellence, but our name needed to evolve to better communicate our core purpose: building and managing wealth. The new IG Wealth Management brand highlights what our consultants do on behalf of all our clients,” says Jeff Carney, President and Chief Executive Officer, IG Wealth Management. “Our new name better reflects our synchronised approach to wealth management which considers the entire financial picture and is designed to improve every aspect of our clients’ financial life.”
The IG Living Plan provides a single, integrated view of all aspects of a client’s finances including retirement and estate planning, investments and tax strategies, creating a truly synchronised and comprehensive plan. The IG Living Plan will leverage the experience and expertise of IG Wealth Management’s 2,100 Consultant practices, including the largest number Certified Financial Planners in Canada, who serve over one million clients in 10 provinces and three territories.
“IG Wealth Management has a huge opportunity as Canadians have CAD4.1 trillion in financial wealth, with growing segments in mass market, mass affluent and high net worth,” says Carney. “The IG Living Plan will enable the company to better address the needs of Canadians, including those with more than CAD1 million in assets, who hold 70 per cent of household wealth and account for 21 per cent of IG assets under management.”