Canadians trust our holistic approach and tailored services to protect and build their wealth.
Investment planning approach*
The combined talent of our investment partners unlocks a world of opportunity (*Offered through Investors Group Securities Inc.)
Cash and liquidity management
Increase your flexibility with tailored cash and liquidity solutions
Business succession
You built your business to what it is today, we help with what happens next
Intergenerational wealth transfer
The next decade will see the largest intergenerational wealth transfer in Canadian history