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.
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How can a financial consultant help me reach my goals?We work with you to create a completely personalized plan that aligns with your goals, whether it’s retiring comfortably, buying a home, or building generational wealth. We then look at your complete financial picture—taxes, investments, estate planning, and more to ensure each piece works together for your success.
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What is the IG Living Planâ„¢ and how is it different from other financial plans?The IG Living Planâ„¢ is a dynamic financial plan designed to grow and adapt as your life changes. Unlike traditional plans, it considers your entire financial life, from investments to retirement to estate planning, ensuring you stay on track to meet your goals no matter what life brings.
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Can you help me prepare for retirement while managing my current financial needs?Yes, we can! A strong financial plan balances your current lifestyle with future goals. We’ll create a strategy that allows you to enjoy life today while saving and investing wisely for retirement. Financial planning includes optimizing your cash flow, managing debt, and planning for the long-term growth of your investments.
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How do you ensure my financial plan stays relevant as my life changes?Life is full of changes, and so is your financial journey. We regularly review your IG Living Plan™ and adjust it to reflect major life events—like a new job, a growing family, or retirement to ensure all your financial milestones are achieved. Through regular check-ins, updates, and financial forecasting we guarantee that your plan always remains adaptable and relevant to your goals as life changes.
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How does financial planning work? and what should I bring to my first appointment?The first step is reaching out to us, where we help clarify your current financial picture and identify new growth opportunities. Together we then create an easy-to-follow plan for the road ahead in a way that makes sense, for you and your goals. What should I bring to my first appointment? Securing your financial future starts with understanding where you are today and where you want to go. To ensure a successful first meeting we recommend that you bring: - A summary of your income, expenses, and any current debt (like mortgages, credit cards, or loans). - Business financials, if applicable, including recent income statements or tax filings. - Information about your financial goals, such as saving for a home, retirement, or business growth.
Get in touch
Address
#100 - 37 Richard Way SW, Calgary AB T3E 7M8
Contact
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