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What we do

Advice aligned to your life

Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.

Are you getting the tax and estate planning advice you deserve?

Discover crucial gaps in your estate plan and ways to maximize tax savings. Find out if you’re getting the kind of tax and estate advice that can really boost your financial plan.

Discover better tax strategies Take the estate planning quiz

Our solutions

We provide high-net-worth wealth management tailored for complexity and long-term goals. We also coordinate with your accountant, lawyer, and other professionals—making us the financial quarterback your family can rely on.

Business succession planning

Business owners spend years building a successful business. When it's time to transfer ownership, whether to a third party or a family member, we can help make sure it's positioned for continued success, and that you will be able to unlock and benefit from the value you created.

couple in hospital

Charitable giving

Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way.

multigenerational family at orchard

Estate and legacy planning

We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.

IG Private Company Advisory

As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company's specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart.

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Insurance Planning

Protect the lifestyle you've worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs.

business associates chatting

Investment planning

Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That's why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.

middle aged woman using computer

Mortgages and cashflow planning

We help you implement personalized solutions that are designed to simplify your life and capitalize on opportunities quickly, which includes having the right mortgage available to you for when you need it. Our cash management strategies will help minimize tax obligations, while maintaining your long-term financial plan. We will analyze your cash flows, assets and liabilities, and recommend credit and savings solutions tailored to your financial plan.

retired couple hiking

Retirement planning

Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.

professionals comparing tax documents

Tax planning

Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.

Business succession planning

Charitable giving

Estate and legacy planning

IG Private Company Advisory

Insurance planning

Investment planning

Mortgages and cashflow planning

Retirement planning

Tax planning

IG Private Wealth Planning Experience

The IG Private Wealth Planning Experience* integrates the recommendations of our in-house experts—tax accountants, estate lawyers/notaries and specialists in portfolio construction, risk management and cash management—into your personalized IG Living Plan^TM. And with your permission, our team will discuss our recommendations with your other personal advisors—including your lawyer, accountant and business advisors—to ensure their perspectives and insights are reflected in the guidance we provide.

The Private Wealth Planning Experience may be particularly valuable to individuals and families with more complex needs, including business owners, professionals, farmers, and fishers. Specific areas of focus may include intergenerational wealth planning, estate planning for non-traditional families or for beneficiaries with a disability, pensions and executive compensation, and real property.

Integrated expertise

We deliver guidance that addresses all facets of your financial life.

_{*Private Wealth Planning Services are accessible at the discretion of the IG Advisor and the Advanced Financial Planning team, and dependent upon a number of factors, including assets under administration.}

Get in touch with our team to see if you qualify for the IG Private Wealth Planning Experience.

IG Private Company Advisory

IG Private Company Advisory provides strategic transaction and advisory services to mid-market businesses (that is, those with annual sales of between $20 million and $500 million), with the goal of generating opportunities and enhancing long-term value. The Private Company Advisory team leverages an extensive network to connect you with capital providers, investors and potential buyers who are aligned with your business’s specific needs and circumstances.

Hear from David Turnbull, Head of IG Private Company Advisory, about IG’s approach to helping you maximize the value of your business.

Discover how IG Private Company Advisory can help unlock your company's potential through its three core services:

Selling or acquiring a business

Sourcing and evaluating potential buyers or acquisition targets for your business can be complicated. The Private Company Advisory team provides expertise and guidance to help you take advantage of growth opportunities and realize maximum value.

Services include:

Deal sourcing
Valuation and negotiation
Due diligence
Partial divestiture strategy

Strategic advisory

Benefit from the team’s deep industry knowledge and strategic insights to make informed decisions on crucial matters.

Services include:

Market entry strategy
Expansion strategy
Restructuring and turnaround
Succession planning

Raising capital

The team will guide you through the process of obtaining capital to grow your business on terms that suit your specific situation.

Services include:

Debt financing
Equity financing
Mezzanine financing
Alternative funding sources
Working capital solutions

What our clients say

I have been fortunate to find a financial planner who I have trusted for over 25 years with advising me on building a long term plan for my financial goals. Walter is very personable, always available and very knowledgeable in the areas of tax, retirement and estate planning. He works very closely with clients, lays out the plan and highlights pros and cons, and advises on how to adjust your investments to your current needs. Having a financial planner like Walter who meets with you regularly with updates to your portfolio with continuous support and advice to ensure you reach your long term goals is the perfect advisor in my mind.

- Lina, client since 1994

Walter and his team have been managing our investments for close to 30 years. His insights, realism, and sound advice has given me and my family the reassurance we need as we prepare for retirement.

- Frank, client since 1994

Lorne has been my financial guru for more than 10 years now and I find his expertise in the area of investments to be exceptional and his client service skills to be spot-on. He is quick to anticipate my needs and offer up helpful strategies that will help me grow my portfolio, increase cash flow or pay down debt without making me feel pressured to move on them. I am extremely happy with the growth I have experienced over the past several years and feel quite confident that my financial security is in good hands.

- Mary, client since 2008

Education centre

Explore the latest insights and resources from our team, IG Wealth Management, and other top industry thought leaders.

Contact

Alonso, Yuffe & Associates Wealth Management

Lorne Yuffe
905-886-3850
lorne.yuffe@ig.ca

Walter Alonso
905-886-3850
walter.alonso@ig.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

1595 16th Avenue, Suite 201
Richmond Hill, ON L4B 3N9

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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