Independent Planning Group

 

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Independent Advisors Working for You

At IPG, our team works hard to understand your unique financial situation – and our goal is to provide you with a comprehensive plan identifying where you are today, where you would like to be, and the best way to get there. Our advisors specialize in the delivery of comprehensive financial planning services and, since we are contracted with over 100 financial institutions in Canada, our team can shop the market for the solution that suits your exact needs.

The right solution

Our advisors make meeting individual client’s needs their highest priority. They offer a wide range of services – such as asset allocation advice and global investment strategies – that are not directly tied to a particular investment product. As a result, your advisor can act as an unbiased consultant, ensuring your customized solution is the very best one for your situation.

Privacy and professionalism

Our process is designed to ensure accuracy and complete confidentiality and our entire team is committed to the highest standard of professional ethics and utmost respect for the privacy of your personal, family and business affairs.

Advanced industry knowledge and services

Our financial advisors attend conferences and seminars to ensure they remain up-to-date on the various aspects of financial planning, including:

  • Education Planning
  • Retirement Planning
  • Portfolio Construction
  • Estate/Succession Planning
  • Tax Planning

You can rest assured that our advisors have the most innovative strategies to help you:

  • Protect your greatest asset…, you
  • Accumulate wealth
  • Adapt to changing market conditions
  • Proactively address tax issues
  • Transfer wealth to family members with lower tax liability

Learn more about our services in the Planning and Advice section.