IG Gestion de patrimoine

What IG Gestion de patrimoine does

IG Gestion de patrimoine, operating under the regional brand Équipe Vézina, is a private financial planning and wealth management practice based in Quebec, Canada, founded in 1994 (with one firmographic data point citing 1985). The firm employs 14 professionals and operates as part of the IG Gestion de patrimoine network, offering an integrated suite of services that includes financial planning, wealth management, retirement planning, tax optimization, insurance solutions, and mortgage brokerage. The stated 30+ years of client relationships indicates a long-tenured Quebec-based book concentrated on high-net-worth individuals, families, business owners, professionals, and pre-retirees.

The business model is a hybrid of fee-based financial advisory and commission-based product distribution, executed through formal partnerships with IG Gestion de patrimoine Inc. (securities), Services d'Assurance I.G. Inc. (insurance), La Compagnie de Fiducie du Groupe Investors Ltée (trust services), and nesto Inc. (digital mortgage brokerage). This partnership stack allows the practice to deliver a multi-product offering under a single advisory relationship while relying on the IG network for back-office, compliance, and product shelf infrastructure. Distribution is relationship-led rather than technology-led, with the practice relying on referrals, content marketing (articles, podcasts, videos, webinars, and a regular column), and direct advisor outreach to source new clients within Quebec.

The technology stack is not disclosed and no proprietary platform, AI tools, or digital advisory capability is described. The practice's competitive position is anchored in local reputation, multi-product bundling, network affiliation with a national dealer, and the long-term nature of Quebec financial planning relationships, rather than technology differentiation.

Name

IG Gestion de patrimoine

Legal name

IG Gestion de patrimoine Inc., Cabinet en planification financière

Website

https://jeanmauricevezina.ca

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

IG Gestion de patrimoine (Équipe Vézina) is a Quebec-based private financial planning practice within the IG network, employing 14 professionals to deliver financial planning, wealth management, retirement, tax, insurance, and mortgage services to HNW individuals, families, and business owners.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Insurance and Employee Benefit Funds (5251)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Loan Brokers (6163)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning
• Tax optimization services
• Estate planning services

Headquarters

HQ city

Quebec

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. Financial Advisory and Planning Fees: Fees for comprehensive financial planning services including retirement planning, tax optimization, estate planning, and investment strategy development.
2. Investment Management and Fund Distribution: Distribution of mutual funds and investment products through the IG Gestion de patrimoine platform, generating revenue through fund management fees and product distribution arrangements.
3. Insurance Product Distribution: Insurance products distributed through Services d'Assurance I.G. Inc., sponsored by La Compagnie d'Assurance du Canada sur la Vie.
4. Mortgage Brokerage Services: Mortgage products offered through nesto Inc., a licensed mortgage brokerage, generating referral or transaction fees.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

IG Gestion de patrimoine (Équipe Vézina) delivers integrated, advisor-led financial planning and wealth management for high-net-worth individuals, families, and business owners in Quebec. The practice bundles retirement planning, investment management, tax optimization, risk management, legal structuring, intergenerational wealth transfer, and personal finance into a single coordinated advisory engagement delivered by a team of 14 certified advisors.

Product overview

IG Gestion de patrimoine (Équipe Vézina) is a unified financial planning and wealth management practice offering integrated advisory services through seven core service modules: Retirement Planning, Investment Management, Tax Planning, Risk Management, Legal Structuring, Intergenerational Transfer, and Personal Finance. These services are delivered through human advisors using a comprehensive financial planning approach, rather than a software platform with distinct product modules. The practice serves clients in Quebec with personalized financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services (Services de retraite) Retirement planning services that help clients determine whether they are financially ready for early or standard retirement, including financial readiness assessment and decumulation strategy planning for individuals and families in Quebec.
• Investment Management Services (Services de placements) Investment management services providing an integrated investment strategy aligned with each client's overall financial plan, distributed through IG Gestion de patrimoine's mutual fund and investment product platform.
• Tax Planning Services (Services de fiscalité) Tax planning services focused on minimizing clients' tax burden through strategic planning and optimization of tax outcomes across personal and corporate situations.
• Risk Management Services (Services de gestion du risque) Risk management services that protect client assets and financial security through insurance and risk mitigation strategies, including insurance products distributed via Services d'Assurance I.G. Inc. sponsored by Canada Life.
• Legal Structuring Services (Services d'aspects légaux) Legal structuring services that help clients frame financial decisions within proper legal frameworks, supporting estate, succession, and wealth structuring needs.
• Intergenerational Wealth Transfer Services (Services de transfert intergénérationnel) Intergenerational wealth transfer services that enable clients to transmit assets to heirs with intention and precision, including coordinated business sale and transfer planning for business owners.
• Personal Finance Services (Services de finances personnelles) Personal finance services providing clients with a global and coherent financial vision that ties together budgeting, savings, and broader wealth decisions.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and supporting.

• IG Gestion de patrimoine Inc.coreChannel Partner/ Reseller/ DistributorÉquipe Vézina operates as a financial planning practice under the IG Gestion de patrimoine Inc. brand (cabinet en planification financière au Québec). The firm distributes mutual funds, investment products, and investment management services through IG's platform. IG Gestion de patrimoine Inc. is a member of the Canadian Investor Protection Fund (Fonds canadien de protection des investisseurs).
• Services d'Assurance I.G. Inc.coreChannel Partner/ Reseller/ DistributorInsurance products and services are distributed through Services d'Assurance I.G. Inc., with insurance permits sponsored by La Compagnie d'Assurance du Canada sur la Vie (Canada Life Insurance Company).
• La Compagnie de Fiducie du Groupe Investors LtéesupportingChannel Partner/ Reseller/ DistributorMortgage loans are offered through La Compagnie de Fiducie du Groupe Investors Ltée, a federally regulated trust company. The company provides mortgage financing products as part of the integrated financial services offering.
• nesto Inc.supportingChannel Partner/ Reseller/ DistributorMortgage brokerage services are offered through nesto Inc., licensed across multiple Canadian provinces (Ontario, Saskatchewan, New Brunswick, Nova Scotia, Quebec, British Columbia, Alberta, Newfoundland and Labrador, PEI, Yukon, Nunavut, Northwest Territories).

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Manulife Wealth: Manulife's Canadian wealth advisory network offering financial planning, investment management, and insurance solutions through affiliated advisors. Comparable as an integrated wealth platform serving HNW individuals with mutual fund and insurance distribution.
• National Bank Financial: Canadian bank-owned wealth management arm with full-service financial planning, investment management, and insurance distribution across Quebec and nationally. Directly comparable as an integrated wealth advisory competitor serving the same HNW Quebec client base with broader product capabilities.
• iA Financial Group (Industrial Alliance): Quebec-headquartered insurance and wealth management firm offering financial planning, investments, and retirement solutions through its advisor network. Comparable as a Quebec-rooted integrated wealth platform competing for the same HNW individuals and business owners.
• Desjardins Wealth Management: Quebec-headquartered cooperative financial group with extensive financial planning, investment, and insurance services. Comparable as a Quebec-anchored full-service wealth advisory competitor with a broad branch network across the same HNW and business-owner segments.
• Sun Life Financial: Major Canadian insurance and wealth management firm offering financial planning, investment funds, and retirement solutions through advisor channels. Comparable as an integrated financial services provider serving HNW clients across retirement, investment, and insurance.
• BMO Nesbitt Burns (Private Wealth): Bank-owned wealth advisory practice offering financial planning, portfolio management, and tax/estate strategies to HNW Canadian families. Directly comparable target segment (HNW individuals/families) with similar integrated service offering.
• RBC Phillips, Hager & North Investment Counsel: RBC's discretionary portfolio management arm serving HNW Canadians with integrated financial planning. Comparable as a national wealth advisory competitor targeting the same affluent segment with broader product and platform capabilities.
• Banque Nationale Conseil Privé (National Bank Private Banking 1859): National Bank's dedicated private banking arm serving Quebec and Canadian HNW families with integrated wealth, estate, tax, and succession planning. Directly comparable as a Quebec-rooted private wealth competitor for the same high-net-worth segment.

Direct peers

• Edward Jones Canada: Network of independent financial advisors serving retail and mass-affluent Canadians with retirement, investment, and insurance planning. Closely comparable business model — local financial advisors offering integrated planning under a national dealer umbrella.

Emerging players

• Wealthsimple: Canadian digital wealth management platform offering automated investing, financial planning, and tax tools. Comparable target audience (Canadian retail and mass-affluent investors) but competing on technology, lower fees, and digital experience rather than personal advisory relationships.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCgiY8MCpO8Wtzb4NZlm60dA?app=desktop
• Facebookfacebook.com/EquipeVezinaIG
• LinkedInlinkedin.com/company/equipevezina

Revenue estimate

Valuation estimate

Number of profiles

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 de patrimoine