Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.

We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.

 

 Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring we are doing what's best for the client at all times. 

Duane Gee


 

 Clients feel well-informed and comfortable after a conversation with our team. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 

Janet Gee

Our Leadership

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to experienced regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Wealth Specialist,
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.