Outside of your family, there will be no one else more invested in helping you achieve your financial goals than our team of financial professionals. We leverage the unique and distinct talents on the team and the collective wisdom gained from over 75 years of combined experience, to help guide our clients—in Victoria, British Columbia and beyond—to successful financial outcomes. We do what we say, follow through, call it like we see it and make the complex more simple. As a result, you will have confidence and peace of mind knowing that you are on track to living out the future you envision for you and your family.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.