Investment planning should do more than chase returns.
Your portfolio should support the life you want to build, the income you may need, the risks you want to manage, and the legacy you may want to leave. We help clients in Saskatchewan, Alberta, and Ontario build investment strategies that fit into a larger financial plan.
As your career, business, family, and wealth grow, your investments need to work with purpose.
Saskatoon investment planning built around your goals
A strong investment plan starts with what matters to you.
That may include:
- Growing wealth over time
- Creating retirement income
- Protecting family security
- Funding education
- Buying property
- Supporting charitable goals
- Transferring wealth to the next generation
We help align your investments with your goals, time horizon, risk comfort, and income needs.
More than a portfolio
Investments are important, but they are not the whole plan.
Your portfolio should connect with your tax planning, retirement planning, insurance, estate planning, cash flow, and business decisions. We serve as your dedicated investment advisor team, helping you execute high-level allocation decisions across all personal and corporate entities.
This is especially important for executives, professionals, business owners, incorporated professionals, and farm families with more complex financial lives.
Tax-aware investment planning
Taxes can quietly reduce investment growth and retirement income.
Our team helps you think about where investments are held, how income is generated, when withdrawals may happen, and how capital gains may affect your broader financial plan.
Different investments can create different types of taxable income. By placing the right assets in the right accounts, we can help you make better use of RRSPs, TFSAs, non-registered accounts, and corporate investment accounts. This may reduce the tax drag on your portfolio, allowing you to keep more of your returns and retirement income.
Tax-aware investment planning can help your wealth grow more efficiently and keep more money working for you over time.
Income, growth, and protection
Different stages of life call for different investment priorities.
You may be focused on growth, generating income, preserving capital, or finding the right balance of all three.
You may consider:
- Registered and non-registered accounts
- Corporate investment assets
- Retirement income needs
- Market risk
- Tax efficiency
- Liquidity
- Family and estate goals
We help ensure your investment strategy continues to support your broader financial plan as your priorities evolve.
Planning for high-net-worth clients
High-net-worth families often need more than a standard portfolio.
Our team helps high-net-worth individuals and families coordinate their investment strategy across personal and corporate accounts, real estate holdings, family wealth, retirement planning, tax strategies, and estate objectives.
For many people comparing high-net-worth investment firms, this coordinated approach is what sets wealth management apart.
Where appropriate, your investment strategy may also include alternative investments, with recommendations guided by your objectives, risk tolerance, liquidity needs, and long-term financial plan.
Award-winning performance, driven by world-leading asset management
IG believes in managed solutions and our robust product shelf is designed to maximize performance, minimize risk and manage volatility. The result is our award-winning, four- and five-star investment solutions, as rated by Morningstar and Fundata A+ Awards. These top-performing investment solutions are owned by us and exclusive to our clients, but managed by top sub-advisors from across the globe with proven world-leading asset management expertise.