IG Gestion Privée de patrimoine

What IG Gestion Privée de patrimoine does

IG Gestion Privée de patrimoine (Équipe Alain Brunet) is a private wealth management advisory team headquartered in Terrebonne, Quebec, Canada, operating as a division of IG Gestion de patrimoine Inc., a subsidiary of IGM Financial Inc. (TSX: IGM). Founded in 1998, the team serves affluent Canadian clients across Quebec by delivering an integrated, six-pillar financial planning framework: retirement, fiscal, investment, insurance, and estate planning, plus intergenerational wealth transfer. The team is composed of three licensed financial planners (Alain Brunet, Anne Lafortune, Caroline Lafond) and one administrative assistant, with access to a broader IG specialist network covering tax, estate, actuarial, and mortgage expertise.

The practice's core technology is the Plan vivant IG (IG Living Plan), an interactive digital planning platform that allows clients to model multiple financial scenarios before implementation. The offering is enriched with the Portefeuilles Action climat IG (Climate Action Portfolios) and ESG-integrated sustainable investment solutions, supported by MonARC integration for Canada Revenue Agency digital tax authorization. Distribution channels include direct advisory, the IG Gestion de patrimoine national network, webinars, virtual and in-person events, and a multi-platform podcast series ('Les marchés en mouvement' and 'Lumière sur nos entrepreneures').

Revenue is generated through transaction-based commissions on mutual fund distribution (IG Gestion de patrimoine Inc.), insurance and group annuity commissions (Services d'Assurance I.G. Inc. and Canada Life), recurring financial planning advisory fees, and affiliate referral fees from mortgage origination via nesto inc. and IG Trust. The customer base is distributed across pre-retirees/retirees, business owners, self-employed professionals, corporate executives, healthcare professionals, and multi-generational families, with no public pricing tiers disclosed and a free initial consultation as the entry point.

Name

IG Gestion Privée de patrimoine

Legal name

Équipe Alain Brunet IG Gestion privée de patrimoine

Website

https://equipealainbrunet.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

IG Gestion Privée de patrimoine (Équipe Alain Brunet) is a Quebec-based wealth management advisory team operating under IG Gestion de patrimoine Inc. since 1998, serving affluent Canadian clients with integrated retirement, tax, investment, insurance, and intergenerational wealth planning.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Wealth management services
• Retirement planning advisory
• Tax planning services
• Insurance planning solutions
• Intergenerational wealth transfer

Headquarters

HQ city

Terrebonne

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Mutual Fund Distribution: Mutual funds (fonds communs de placement) distributed through the IG Gestion de patrimoine network, generating commissions on investment products. IG Gestion de patrimoine Inc. acts as the mutual fund division and investment dealer.
2. Insurance and Group Annuities: Insurance products and group annuity solutions distributed through Services d'Assurance I.G. Inc. and La Compagnie d'Assurance du Canada sur la Vie. Revenue generated through insurance commissions and policy fees.
3. Financial Planning Services: Comprehensive financial planning services including retirement, tax, investment, estate, and insurance planning. Planning services are offered as part of the integrated wealth management relationship, with the team providing ongoing advisory.
4. Mortgage Referral: Mortgage products offered through a partnership with nesto inc. and La Compagnie de Fiducie du Groupe Investors Ltée, generating referral fees for facilitating mortgage services to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

IG Gestion Privée de patrimoine (Équipe Alain Brunet) is a private wealth management advisory team that delivers integrated financial planning services to affluent Canadian clients through five core service lines: Retirement Planning, Tax Planning, Investment Planning, Insurance Planning, and Intergenerational Wealth Transfer. The team combines personalized local advisory with the IG Gestion de patrimoine national network's broad product shelf, specialist resources, and the Plan vivant IG digital planning platform, supported by mutual fund distribution, insurance and group annuity solutions, and mortgage referral services.

Product overview

IG Gestion Privée de patrimoine is a wealth management team offering an integrated suite of financial planning services organized around six key pillars: retirement optimization, major expense planning, cash flow management, unexpected event preparation, business success maximization, and wealth sharing. The core offering includes five integrated service lines—Retirement Planning, Tax Planning, Investment Planning, Insurance Planning, and Intergenerational Wealth Transfer—supported by the Plan vivant IG digital planning platform. The firm also offers sustainable investment options including ESG-integrated portfolios and IG Climate Action Portfolios, along with educational content through podcasts and webinars. Products are distributed through the IG Gestion de patrimoine mutual fund division, with insurance services provided through Services d'Assurance I.G. Inc.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning (Planification de la retraite) Personalized retirement planning services that go beyond number analysis to offer wise retirement strategies. The approach is based on understanding what matters most to clients and anticipating evolving needs, and is delivered to affluent pre-retirees and retirees.
• Tax Planning (Planification fiscale) Tax planning services covering deductions, credits, retirement savings, business structure planning, compensation strategies, and estate planning to reduce taxation during life and at death, delivered to affluent individuals and business owners.
• Investment Planning (Planification des placements) Disciplined investment approach leveraging the combined expertise of IG Gestion de patrimoine's investment team and global investment partners to help clients achieve financial well-being, available to affluent individuals and families.
• Insurance Planning (Planification de l'assurance) Insurance planning including risk management, income protection, estate value protection, and guaranteed lifetime income through annuities to improve current financial situations, for affluent individuals and families.
• Intergenerational Wealth Transfer (Transfert de patrimoine intergénérationnel) Wealth transfer planning services to help clients pass on their wealth to the next generation, including helping children purchase their first home, transferring family businesses, and estate planning.
• Plan vivant IG (IG Living Plan) Interactive digital planning tool that helps clients test different scenarios and understand the effects of financial decisions before implementation, providing a comprehensive financial plan integrated with personalized investment programs.
• Sustainable Investing (Investissement durable) Sustainable investment approach combining environmental, social, and governance (ESG) factors with traditional financial analysis and active ownership to reduce investment risk while enhancing long-term results, for affluent ESG-oriented investors.
• IG Climate Action Portfolios (Portefeuilles Action climat IG) Investment portfolios focused on climate action and opportunities created by the transition to carbon neutrality, allowing investors to have a positive environmental influence while participating in growth from the economic transition.
• Mortgage Referral Services (via nesto inc. / IG Trust) Mortgage and lending solutions facilitated through a partnership with nesto inc. and IG Trust, enabling integrated financing solutions for clients as part of the team's overall financial planning.

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core, minor and flagship.

• IG Gestion de patrimoine Inc.coreStrategic or Co-development PartnerThe team operates as a division of IG Gestion de patrimoine Inc., leveraging its national resources, investment management expertise, product shelf, and specialist network. The parent company provides portfolio management, financial planning tools (Plan vivant IG), tax and estate planning specialists, and a broad range of investment and insurance products.
• Services d'Assurance I.G. Inc.coreChannel Partner/ Reseller/ DistributorInsurance products and services are distributed through Services d'Assurance I.G. Inc., a licensed financial services firm in Quebec. Permits are sponsored by La Compagnie d'Assurance du Canada sur la Vie for insurance outside Quebec. This partnership enables the team to offer integrated insurance planning solutions.
• La Compagnie de Fiducie du Groupe Investors Ltée (IG Trust)minorChannel Partner/ Reseller/ DistributorFederally regulated trust company providing mortgage products facilitated by nesto inc. The partnership enables the team to offer mortgage and lending solutions to clients as part of integrated financial planning.
• nesto inc.minorChannel Partner/ Reseller/ DistributorMortgage brokerage facilitating home lending products for IG clients across multiple Canadian provinces. Licensed in Ontario, Saskatchewan, New Brunswick, Nova Scotia, BC, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, and Northwest Territories.
• ClearEstateminorImplementation/ SI/ Consulting PartnerEstate planning technology and advisory platform. Alex Gauthier, co-founder of ClearEstate, co-presented with the team on estate planning topics during webinars, providing specialized expertise in estate administration and succession planning.
• Power Corporation of Canada / Financière IGMflagshipStrategic or Co-development PartnerFlagship virtual event featuring André Desmarais, Deputy Chairman and President of Power Corporation of Canada, and Claude Paquin of Financière IGM. The event, 'Bâtir un héritage grâce à l'esprit entrepreneurial,' connects IG's entrepreneurial heritage with insights from one of Canada's most influential business leaders on intergenerational wealth and business succession.
• FP CanadaminorOthersProfessional standards organization for financial planners in Canada. IG Gestion de patrimoine specialists (e.g., Aurèle Courcelles) serve on the FP Canada board and contribute to CFP professional standards. Christine Van Cauwenberghe serves on STEP Canada's board of directors.
• STEP Canada (Society of Trust and Estate Practitioners)minorOthersProfessional body for estate planning practitioners. Christine Van Cauwenberghe of IG sits on the STEP Canada board, contributes to the STEP Insider magazine editorial committee, and participates in the annual national conference organizing committee in Toronto.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Desjardins Wealth Management: Largest Quebec-headquartered financial cooperative offering full-service wealth management, insurance, and financial planning to Quebec residents — a strong regional incumbent directly comparable in geography, clientele, and product breadth.
• Manulife Wealth: Manulife's Canadian wealth advisory platform offering investment, insurance, and financial planning to affluent households — comparable integrated advisory and insurance-integration model.
• CIBC Wood Gundy: CIBC's full-service wealth advisory platform providing portfolio management, financial planning, and insurance to affluent Canadians — comparable integrated advisory model with broader institutional product shelf.
• Scotia Wealth Management: Scotiabank's wealth management division serving HNW clients with investment advisory, financial planning, and private banking — comparable target market and integrated wealth offering.
• BMO Nesbitt Burns: BMO's full-service wealth division offering investment advisory, financial planning, insurance, and estate services to affluent Canadian households — directly comparable service offering to IG Gestion Privée de patrimoine.
• RBC PH&N Investment Counsel: Royal Bank's discretionary portfolio management arm serving HNW Canadians with investment counsel, estate planning, and integrated wealth solutions — comparable target clientele and advisory model at broader institutional scale.

Direct peers

• TD Wealth Financial Planning: TD's financial planning practice focused on HNW Canadians through a team-based advisory model with integrated retirement, tax, investment, and estate planning — closely mirrors Équipe Alain Brunet's 6-pillar integrated planning structure.
• Edward Jones Canada: Branch-based wealth advisory franchise serving Canadian households with face-to-face financial planning, retirement, and investment services — comparable team-based local advisory model with franchise affiliation.
• National Bank Financial - Wealth Management: Canadian bank-owned wealth management division serving HNW individuals and families across Canada with integrated financial planning, investment advisory, and insurance solutions — directly comparable advisory model and target clientele to Équipe Alain Brunet.
• Raymond James Canada: Independent Canadian wealth manager serving affluent clients with team-based advisory model, open-architecture product shelf, and integrated financial planning — comparable franchise-style advisory practice with HNW focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ig-gestion-priv%C3%A9e-de-patrimoine

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IG Gestion Privée de patrimoine