About us
A Family-First Approach to Financial Planning
With over 30 years of combined experience in financial planning, we’re a husband-and-wife team dedicated to helping families build secure, confident financial futures. We understand the importance of trust, communication, and personalized advice—because we treat every client like family.
Whether you’re planning for retirement, navigating life transitions or building generational wealth. We’re here to guide you every step of the way.
Let our family help yours make the most of today and plan wisely for tomorrow.
Achieve your biggest financial goals
We don't just plan - We empower
​We ensure every piece of your financial life works seamlessly together to support your goals, whether that’s growing your wealth, protecting your assets or securing your family’s legacy.
Personalized strategies that evolve with you
From economic shifts to life transitions, we bring clarity, strategy, and peace of mind every step of the way.
We help you build wealth that lasts
We focus on predictable and sustainable financial growth so your money works for you year after year.
A trusted relationship that goes beyond numbers
You’ll always have access to us for advice, check-ins or just a second opinion when things feel uncertain.
Plan, manage and grow your wealth with confidence
Our Services
Financial planning and advising
Get a personalized plan that aligns your financial goals, budget and lifestyle.
Risk management and insurance solutions
Safe guard your family, assets, and income with customized insurance and risk mitigation plans.
Retirement planning
Build a safe and secure retirement plan that supports your vision for the future.
Mortgage planning
Plan and save effectively for your dream home with competitive rates and flexible mortgage options.
Investment management
Grow your wealth with world-class investments that are designed to deliver proven results.
Tax strategy and optimization
Reduce tax liabilities and maximize returns with effective tax planning and optimization.
Estate and legacy planning
Ensure your wealth is preserved and transferred according to your wishes.
Business ownership and succession planning
Develop strategies to grow, protect and transition your business seamlessly.
Why choose IG?
Life-ready plans
A plan built specifically for your life, goals and ambitions with no one-size-fits-all advice.
Wealth on autopilot
Financial planning made simple, actionable and impactful with results you'll love.
Global expertise
Get access to world-class asset managers, strategies and global investment opportunities.
Get in touch
Address
#100 - 37 Richard Way SW, Calgary AB T3E 7M8
Contact
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