We strive to put our clients first, providing them with a unique and holistic planning approach. Through this we focus on developing relationships with families that span generations. As a close knit team we are focused on fewer client relationships, and we pride ourselves on giving those clients an exceptional level of highly personalized service. We work in partnership with our clients in all decisions and we believe in transparency, integrity, innovation and collaboration to ensure we are always providing value. In all we do, our clients' success is our ultimate goal.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Ian Burgess

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at jensenandassociates@igpwm.ca.

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.

  • Chisolm Foundation for Children Board Member (2020-Present)
  • Elizabeth Foundation - Visitation Province - Investment Advisory Board Member (2010-Present)
  • Blind Date with a Star for Chisolm Children Charities - Co Chair (2019-Present)
  • Nova Scotia Community College Finance Dean's Advisory Committee (2017-2020)
  • Bridgeway Academy (a registered charity that provides a day school program and outreach programs for students with LD or ADHD) - Board member (2015-2020)
  • Byrony House - Board member (2012-2013)

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

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