Are you wondering what you're missing or what you don't know that you should know? Our team of experts will guide you through your future chapters, providing a tailored tax-efficient plan that conquers the unknowns and avoids failures.

Our team has more than 30 years combined experience in financial services, and our experience-based approach is complemented with specialists in tax, estate, investment, insurance, lending, and, if needed, business valuation and succession.

 

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.

Jared Morrison

Jared Morrison

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at chris.nieckar@igpwm.ca.

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.

  • Alberta Children's Hospital Foundation
  • Alzheimer Society
  • Habitat for Humanity
  • Kids Cancer Care Foundation
  • United Way
  • Local Food Banks

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more