Business
IG Wealth Management and ClearEstate Partner to Provide Canadians with a Modern Estate Planning Experience
IG Wealth Management and ClearEstate Partner to Provide Canadians with a Modern Estate Planning E...
About this update from Igm Financial Inc.
[{"type":"text","content":"\n\n\n\n IG Wealth Management and ClearEstate Partner to Provide Canadians with a Modern Estate Planning Experience\n \n\n /* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n.prntac{\nTEXT-ALIGN: CENTER\n}\n \n\n\n\n\n\n Canada NewsWire\n \n\n\n\n\n IG parent company, IGM Financial, also purchases equity stake in ClearEstate\n \n\n\n\n\n WINNIPEG, MB\n \n and\n \n TORONTO\n \n\n ,\n \n\n Oct. 1, 2024\n \n\n /CNW/ - IG Wealth Management (IG) today announced a new strategic partnership with ClearEstate, a leading Canadian fin-tech company that offers comprehensive and modern estate planning and settlement services tailored to each client's individual needs. Further, the companies also announced that IGM Financial (IGM), IG's parent company, has made an equity investment in ClearEstate, further strengthening the relationship.\n \n\n\n\n\n\n\n\n\n Half of Canadians do not have a will and, of those that do, approximately one-third need to have their estate plans and wills updated. Furthermore, the experience of settling an estate is very complicated and difficult to be an expert at, given that most Canadians may only be an Executor once or twice in their lifetime – all during a very deeply emotional time in their life.  ClearEstate's key market differentiator is the ability to guide the Executor and settle a client's estate through an affordable and digitized platform, in addition to their offering of estate planning and online will capabilities. Through the partnership, IG advisors can provide clients with access to ClearEstate's intuitive, state-of-the-art platform and teams of specialized professionals that deliver an enhanced and personalized estate planning and settlement experience.\n \n\n This is just the latest example of IG's ongoing strategy to partner with industry leaders to deliver leading-edge solutions to clients.\n \n\n \"Over the next 25 years we'll be going through the largest intergenerational wealth transfer in history and many Canadians will be facing the prospect of having to settle the estates of loved ones,\" said\n \n Damon Murchison\n \n , President and CE...