Our team works with healthcare professionals, incorporated professionals, business owners, first responders, pre-retirees, retirees and families with significant wealth.

Yes. Our Newmarket financial planners help coordinate corporate assets, personal investments, tax decisions, insurance, retirement income and estate priorities.

We provide wealth management in Newmarket that brings together investments, retirement planning, tax, insurance, estate planning, wealth transfer, charitable giving and cash management.

We bring pensions, government benefits, investments, corporate assets and spending needs together so you can better understand when you can retire and how much income you may have.

Through IG Private Wealth Management, clients receive personalized planning and investment management, with access to tax, estate and other specialists when additional expertise is needed.

Yes. Your financial consultant remains involved through regular meetings, ongoing reviews, educational updates and responsive support when questions or decisions arise.

Yes. We can work alongside your accountant, lawyer and other professionals to help keep your financial, tax, estate and business strategies connected.