Business owners and incorporated professionals often have more moving parts than most people.
Your income, corporation, investments, insurance, tax planning, estate documents, family needs, and future transition may all be connected. We provide coordinated financial advice for business owners in Saskatoon and clients across Saskatchewan, Alberta, and Ontario.
As a financial planner for business owners, we help you look beyond investments and build a plan around your business, family, lifestyle, and future.
Advice that keeps up with your success
As your business grows, your personal financial life often becomes more complex.
You may need help with:
- Corporate structure
- Saving and investing
- Retirement planning
- Tax planning
- Insurance protection
- Estate planning
- Business succession
- Wills, powers of attorney, and healthcare directives
A business financial advisor helps connect your business decisions with your broader financial strategy, ensuring each decision supports your long-term goals.
More than investment management
Many successful business owners already have investments. What they often need is a clearer strategy.
We look at how your business, corporation, family wealth, retirement goals, and estate needs fit together. Our financial advice for business owners is designed to help you understand what you can enjoy now, what should be protected, and what needs to be planned for later.
Planning for incorporated professionals
Incorporated professionals may have a substantial income, growing assets, and planning needs that go beyond a standard portfolio.
We work with incorporated professionals, entrepreneurs, and professional households that need coordinated advice around income, tax, insurance, retirement, estate planning, and family protection.
This may include physicians, optometrists, chiropractors, and other professionals who need more specialized support.
Protecting your business and family
Your business may be one of your largest assets. It may also support the people who matter most to you.
Our team helps you think through insurance coverage, estate documents, tax exposure, wealth transfer, and future risks that could create stress later.
Planning for a future transition
Some business owners are building for the long term. Others are already thinking about future sales, succession, or exit.
A financial advisor for business owners can help you prepare before major decisions arrive. A financial advisor for entrepreneurs can also help you connect today’s growth with tomorrow’s freedom.
IG Private Company Advisory
IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.
Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.
Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:
- Selling or acquiring a business
Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.
Services include:
- Deal sourcing
- Valuation and negotiation
- Due diligence
- Partial divestiture strategy
- Strategic advisory
Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.
Services include:
- Market entry strategy
- Expansion strategy
- Restructuring and turnaround
- Succession planning
- Raising capital
The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.
Services include:
- Debt financing
- Equity financing
- Mezzanine financing
- Alternative funding sources
- Working capital solutions