Wealth management company IG partners with interVal to enhance financial planning services for Canadian entrepreneurs
IG Wealth Management, a leading Canadian financial services company, has announced a strategic partnership with interVal, a Canadian-based software company specialising in automating insights for small- and medium-sized business owners.
This partnership is a significant step in bringing valuable insights to more business clients across Canada. According to Trevor Greenway, CEO and Co-Founder of interVal, the collaboration is designed to enhance the ability of IG advisors to assist business clients with wealth creation, management, and protection.
The software platform provided by interVal delivers key business health metrics, uncovering information about a business's excess working capital, serviceable debt, and investable assets. It also provides clients with an accurate business valuation and tools to uncover factors affecting their business value. The platform uses artificial intelligence and human expertise to deliver comprehensive business valuations.
Damon Murchison, President and CEO of IG Wealth Management, stated that the collaboration aligns with their goal of leading the market through strategic partnerships. He further emphasised that the partnership is part of IG's commitment to delivering leading-edge solutions and services to clients.
The partnership aims to help business owners measure the value of their businesses and identify growth opportunities. IG advisors have been providing business clients with access to interVal's software platform for a year, and the partnership is a natural extension of this relationship.
James O'Sullivan, the CEO of IGM Financial, has in the past led IG Wealth Management in initiatives to measure the value of small and medium-sized businesses and identify growth opportunities as part of their comprehensive financial planning and wealth management services. This partnership further cements their commitment to serving business owners.
The partnership is expected to empower advisors to be more efficient and effective in their roles. It enables business owners to make informed decisions for growth and provides them with proactive and strategic guidance on investment, cash management, credit, and insurance solutions.
Trevor Greenway expressed that this partnership is a significant step in bringing insights to more business clients across Canada. He believes that the collaboration will help business owners build better financial futures.
In conclusion, the strategic partnership between IG Wealth Management and interVal is set to revolutionise the way business owners approach their financial planning and wealth management. By combining interVal's innovative platform with the expertise of IG advisors, the partnership promises to deliver comprehensive solutions that empower business owners to understand and strategically enhance their business value.
