With an enhanced team-based approach that provides both local and national industry expertise, Tobac Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions, and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

 

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

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Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

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Post-Secondary Education Planning

Post-secondary education costs could be an important factor in your family’s overall financial picture. Whether you’re planning for your children or grandchildren’s future, we can help you determine the education savings strategies that make the most sense for you

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Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

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Is your financial well-being on track?

Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.

Get your snapshot