IG Snapshot

Many Canadians don’t have a comprehensive financial plan. And, many feel their existing plan doesn’t consider all aspects of their financial lives. To get them interested in working with an IG Advisor, we promoted Snapshot. An easy to use tool that serves up a financial well-being score in less than 15 minutes. Here, we demonstrate the power of Snapshot, and the ease of using it, while opening the door to future conversations.