Executive Financial Consultant
We are strong believers in humanizing the financial plan through perhaps the most under-realized financial planning goal: IMPACT
IMPACT is...
Creating a
SOCIAL GOOD
Enhancing the amount left to philanthropic causes
Establishing a
FAMILY LEGACY
Creating long-lasting strategies, which maximize the estate money passed to loved ones
Investing with
INTEGRITY
...by aligning investments with the SOCIAL GOOD
Most people don’t understand the dizzying world of money, have no interest or time as they are too overwhelmed, or have lost trust in the so called "financial professionals" who have done wrong. At Dan Hague & Associates, our clients trust us and gain confidence in their own current financial picture. With over 25 years of experience as financial planners, we are pillars of support, education, and expertise. Bottom line: people trust us and our process to help them maximize their money.
IMPACT is... now and forever!
Meet Our Team
Senior Financial Consultant
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:
Head of Financial Planning
Vice-President, Advanced Financial Planning
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.
Mortgage Advisor,
nesto inc.
nesto inc.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Client stories
Retiring with multiple properties – should Sara and Marc sell, downsize or keep in the family?
How we can help
- Planning for tax obligations in different countries
- Selling at market today vs. the future
- Passing on property to children
A doctor with a new family – when is the right time for Michael to incorporate his practice?
How we can help
- Financial implications of incorporating his practice
- Blended family and common-law considerations
- Integrating financial planning for a child with disabilities
A successful business owner about to retire, but are they considering the full family picture?
How we can help
- Business transition options
- Estate planning for blended families
- Vacation property succession planning
CFO of a public company – What legacy will they leave behind?
How we can help
- Clarifying the tax implications of executive compensation
- Cash flow and tax-efficient planning for the family
- Strategies to enhance charitable giving
Estate planning when one of your loved ones has a disability – what should Alan and Sue consider?
How we can help
- Planning for a beneficiary with a disability
- Planning for a beneficiary who is a spendthrift
- Guidance on family communication strategies
In the media
For all media inquiries and bookings for speaking engagements, please contact us at dan.hague@igpwm.ca.
Community Involvement
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.