IG Wealth Management
IG Wealth Management has made an equity investment and strategic partnership with ClearEstate to offer their clients modern, comprehensive estate planning and settlement services.
Posted on December 13, 2024
IG Wealth Management ("IG") has made an equity investment and formed a strategic partnership with ClearEstate to offer their clients comprehensive and modern estate planning and settlement services as part of their holistic financial services offering.
Founded in 1926, IG is a Canadian leader in delivering financial planning, with $133.9 billion in assets under advisement as of August 31, 2024. For more than 95 years, IG has been focused on improving the financial well-being of Canadians, serving more than one million clients with personalized advice, comprehensive financial planning, insurance and mortgage services and professionally managed investment solutions.
Through this partnership, we're well-positioned to support our clients with their resulting estate planning needs. It also reinforces our ongoing commitment to providing industry-leading, integrated and comprehensive wealth management solutions.Damon Murchison, President and CEO, IG Wealth Management
Read more about ClearEstate's partnership with IG here: Press Release
