You have spent your working life building your family’s wealth. Now, as you consider transitioning into retirement, you also need to change how you think about and manage your assets. Continuing to grow your net worth, while also protecting it from market volatility, becomes increasingly important as more of your income is drawn from savings over time. We will help you formulate a plan that will help you enjoy your chosen lifestyle throughout your retirement and ensure the people and causes you care about are taken care of over the long term.
We understand what matters most to you. Let’s plan together to help address these key retirement priorities.
Are you prepared for all the ‘what if’s’ in your financial life? Find out with our next-generation IG Living Plan.
With this interactive new digital experience, we can help you test different scenarios and show the impact of your decisions before you make them.
How we can help
✓ Business transition options
✓ Estate planning for blended families
✓ Vacation property succession planning
