We work with high-net-worth women and their families to build, grow, and protect their wealth so they can wake up every morning with a crystal-clear vision of what their financial future looks like.
With relatively few female advisors across Canada, we offer a unique space for women’s voices to be heard with empathy and understanding and an opportunity for conversation and genuine connection. In fact, hundreds of successful women, their partners, and families have put their trust in us to guide them through our Path to Prosperity, gaining clarity in their financial future and giving them peace of mind.
We believe that financially empowered women have the resources to make powerful change in the world.
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.
Awards & Recognition
Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:
- Valley's Best Financial Services - Winner in 2023 and 2024: This award is presented by the Annapolis Valley Chamber of Commerce annually and recognizes a Financial Services Firm that is deemed deserving by voters.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at cindy.viner@ig.ca.