Cash and Liquidity Management

Strategies that keep you open and adaptable as opportunities arise

By examining your cash flow and borrowing requirements, along with all the other dimensions of your financial life, we will deliver solutions that address your current lifestyle and needs, while working towards achieving your future financial goals.

Our team will work with you to implement personalized cash and liquidity management strategies that capitalize on opportunities as they arise while maintaining your long-term financial health and minimizing tax obligations.

Non-traditional cash management strategies for your evolving needs

As your wealth accumulates, your financial needs change and become more complex. We will integrate sophisticated strategies into your plan that offer financial flexibility today, and well into your retirement years.

Mortgage solutions that get your net worth working for you*

In the same way a diversified investment portfolio helps to build wealth, diversification through real estate may be part of your wealth building strategy.  With our competitive residential mortgage product suite and team of experienced regional specialists on hand, we will structure solutions ensuring your wealth is protected and continues to grow.

Take Control with the Solutions Banking All-in-one

As your wealth accumulates, your financial needs change and become more complex. We ensure you have the right credit and lending solutions that synchronize with your plan. The All-in-one is a sophisticated solution that can integrate your banking, lending and potential tax planning solutions.


*Investors Group Trust Co. Ltd. is a federally regulated trust company and is the mortgagee.  Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, a Mortgage Broker). 

*In NB & ON, registered as a Mortgage Brokerage (ON-License #10809) and Mortgage Administrator (ON-License #11256), and in QC, registered as a Mortgage Agency (QC-License #H1336).