Our team has the expertise and experience to address the most complex and evolving needs of our clients.  With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as IG's regional Insurance & Estate, Wealth, and Mortgage Planning Specialists. 


  Our clients deserve the best service possible, and we take pride in providing it to them. Introducing them to The WiSE AdvantageTM builds confidence and trust that we value greatly. Clients truly become a part of our family, and as such, we get great satisfaction from helping them succeed and reach their goals. 

 Rod Gibbings, Executive Financial Consultant


Our Team

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 seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.