IG Wealth Management - Halifax & South Shore

About Us

Running a business blurs the lines between corporate, personal, and family finances. That’s why IG Wealth Management builds integrated, tax smart plans that coordinate all parts of your financial life—so your business powers your goals today and your legacy tomorrow.

We bring together experienced IG specialists in tax, estate, insurance, investment and banking, and collaborate with your accountant and lawyer. No one size fits all—your plan is tailored to your corporate structure, cash flow, risk profile, and exit timeline.

Strategies for every stage:
- Tax efficient compensation: Optimize the salary/dividend mix and bonuses while managing passive income rules.
- Corporate cash & investments: Put surplus cash to work, explore corporate owned solutions, and improve liquidity without compromising resilience.
- Risk protection: Key person and buy sell funding, creditor protection strategies, and business continuity planning.
- Succession & exit readiness: Valuation preparedness, estate freezes, capital dividend account usage, and lifetime capital gains exemption planning.
- Retirement income design: Integrate IPPs/RSPs/TFSAs, RCAs, and diversified portfolios for reliable income streams.
- Family wealth & estate: Trusts, philanthropic giving, intergenerational planning, and probate efficient structures.

Your time is valuable. Let IG orchestrate the moving parts—so you can focus on growing the business. Let’s talk about a plan built for the complexity you manage every day.