Get your financial well-being score in 15 minutes or less
Helping Canadians achieve true financial well-being
Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.
How strong is your financial plan?
From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. You’ll answer a series of questions based on five dimensions of financial well-being and then receive a result out of 100 and recommendations on how best to meet your goals. These insights will help you create a comprehensive financial plan that evolves and adapts with your life.
Get in touch with us
Connect with an IG advisor who will complete a sophisticated and in-depth interview to understand your personal goals.