// ON THE RECORD
IG Wealth Management Inc.
IG Wealth Management is a national Canadian financial planning and wealth management firm offering investments, retirement, insurance, tax, and estate/business-succession planning. The brand's Atlantic Canada footprint relevant to the podcast is the Freeman Group, a Halifax practice operating under IG Private Wealth Management that advises high-net-worth families and business owners.
📍 Winnipeg, MB, CanadaEst. 1926✓ 100% first-party verified
// CLIPS FROM IG Wealth Management Inc.
“if you were to die today how would the business evolve”
“there's been talk for years about what's going to happen when the Baby Boomers retire”
“a business owner will say to us oh yeah I go on vacation for two or three months”
“we'll talk to a business owner and say so who's your largest client”
“guy that I went to school with his name was Will Dennis”
“we find sometimes the easier conversation is who's in your management team”
“I'm not going to say I know everything about home building that's your expertise”
“it always amazes me how few people have current Wills in place”
“I think about like pro athletes who retire”
// LESSONS FROM IG Wealth Management Inc.
Test whether a business is sellable by asking: if the owner died tomorrow, would it run fine or fall apart?
A business is most valuable when the owner can leave for months and the team runs it better, not worse.
Digitize records before you're forced to; the paperless practice survived COVID while paper-based ones scrambled.
Over 50% of businesses will change hands in 10 years; start succession planning early because people die or get sick.
Don't assume a child wants the business; kids in their 40s-50s usually have their own careers and decline.
The easiest succession buyer is often your own management team, who already run the business well.
// KEY PEOPLE
// NOTABLE
Investors Group rebranded as IG Wealth Management on October 2, 2018 (a 92-year-old firm founded 1926), retaining its registered legal name and Winnipeg head office.
SOURCE ▸IG Wealth Management is a brand of IGM Financial Inc. (TSX), one of Canada's largest wealth/asset managers, and a member of the Power Corporation of Canada group of companies; the trademark is owned by IGM Financial and licensed to subsidiary corporations.
SOURCE ▸The Freeman Group is the Halifax, Nova Scotia practice of IG Private Wealth Management, located at Suite 108, 36 Solutions Drive, Halifax, NS, serving high-net-worth families and business owners across HRM and Nova Scotia.
SOURCE ▸IG Private Wealth Management / Freeman Group is the title sponsor of the annual U20 junior men's curling spiel at the Halifax Curling Club; the 2025 edition (Oct 3-5, 2025) was the 5th annual.
SOURCE ▸