We take a different approach when designing an investment portfolio. Our approach to designing your investment portfolio is different. We use a holistic, financial planning-led approach. This means that we coordinate all aspects of your financial lives and manage wealth. This is how we believe a portfolio can truly make sense. A portfolio designed to be optimal for you requires more than a risk profile questionnaire. To ensure that you have all the necessary information to choose the right investments to meet your objectives and goals, we take the time upfront. In order to design a plan that meets your needs, it is important to understand your current income taxes, future income sources, and any real estate or business interests. Clients realize the importance of a cohesive team for their wealth management. Our personalized financial planning approach is combined with the expertise of IG's tax, insurance, corporate, and estate planning specialists. We can provide strategic advice to help you manage your wealth in the face of changes such as personal circumstances, corporate requirements, income tax, or estate taxes.