What is a CERTIFIED FINANCIAL PLANNER® professional?

A CERTIFIED FINANCIAL PLANNER® professional has completed rigorous education, examination and experience requirements and is trained to look across the full financial picture, including retirement, tax, investments, estate planning and insurance.

 

In addition to having a CFP® professional on our team, clients also benefit from IG's comprehensive planning expertise supported by access to accountants, lawyers, estate and insurance specialists, mortgage professionals and other wealth specialists when needed.