With over 65 years of combined experience, our financial planning team has been rewriting financial futures. With four CERTIFIED FINANCIAL PLANNER® professionals, one MBA, and a lawyer on our team, we bring unparalleled expertise to your financial matters. You require solutions that are effective, strategies that are adaptable, and individuals who understand the significance of the stakes. That is where we come in, transforming uncertainty into clarity and opportunities into tangible outcomes.

Financial planning is not a one-dimensional endeavor. It is a comprehensive process that encompasses investments, taxes, estates, and retirement planning. We delve deeply into the core of your financial life. We simplify the complex, breaking down complex tax strategies and estate planning into actionable decisions that you can confidently execute.

Our youth coupled with experience ensures our adaptability and readiness for the uncertainties that may lie ahead, while our experience keeps us grounded. We are committed to guiding your financial plan through the coming decades. You deserve a partner who is dedicated to the journey as much as the outcomes.


 

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.

Steve Mcinnis

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

Etobicoke financial advisor and financial planner:
Your personal CFO

 

Think of us as your personal CFO, orchestrating every aspect of your financial plan so nothing gets overlooked. From corporate tax maneuvers to intergenerational wealth transitions, we quarterback the process, coordinating lawyers, accountants, and other players seamlessly. Every move counts. Every detail matters.

And service? That’s where we shine brightest. Call, email, meet—we’re here. Accessible. Proactive. Transparent. You’ll know what’s working, what’s changing, and what’s coming next. Estate documents? Second opinions? Opportunities waiting in the wings? We’re on it, ensuring nothing slips through the cracks.

We work exclusively with high-net-worth individuals and families because precision and care require focus. You’re not a number here. We dive deep into who you are, what you want, and how we can make it happen.

Want more than financial advice? Want confidence, clarity, and a partner who gets it? You’ve found us. Let’s start building your tomorrow—today. Reach out, and let’s get started.

In the media

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

Community involvement

As Etobicoke financial advisors and financial planners, we do more than help you prepare for your financial future. We also give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result. Here are a few of the organizations and initiatives we are proud to support:

  • MS Society
  • Trevor Barton Foundation
  • Daily Bread Food Bank
  • Alzheimer's Society

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