Our Solutions

Your plan should work across every area of your financial life—investments, retirement income, tax efficiency, estate, insurance, and more. At Godwin & Associates, we bring these pieces together in one cohesive strategy. Every recommendation is tailored to your goals, priorities, and timelines.

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.

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.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Who We Serve

Our clients include successful business owners, professionals, and families who value clarity and collaboration. Many are navigating major transitions—selling a business, preparing for retirement, downsizing their home or managing multi-generational wealth. We build strategies that grow with you, helping you protect today while preparing for tomorrow.

Pre-Retirees and Retirees

Business Owners and Entrepreneurs

High-Net-Worth Families

 

Incorporated Professionals

Fisheries

Our Team

Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share ownership options. Another common benefit is company life insurance (known in the industry as group life insurance).

The Do’s and Don’ts of Designating Beneficiaries

Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.

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2025 market outlook

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.