We are a team of forward thinkers, and to that end we have developed a business model that will transcend time, and follow client plans throughout their retirement years and ensure their estate planning fulfills the intended legacy. We will be there with you! 

Our complex and ever-developing business model incorporates Vision, Mission, Core Values, Systems, Roles and Responsibilities, Training and Education.

 

 Begin with the end in mind 

An inspirational quote by Stephen Covey, and a favourite of  Keith Donnelly’s


 Seek first to understand, then to be understood. 

A favourite quote of Mark Donnelly’s by Stephen Covey


 For me, it comes down to one simple thing, listening. There is nothing more fulfilling than to sit with a client and listen to their goals and dreams, and then work with them to map out a plan, see it materialize, and know I was integral to its realization. 

Carol Ann Kroll - Associate Consultant 


 A goal without a plan, is just a wish 

Carla Hunter-Associate Consultant


 Excellence is doing ordinary tasks exceptionally well 

Gloria Muller-Executive Assistant


 

Our Team

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Insurance and Estate Planning Specialists, I.G. Insurance Services Inc.