Benke & Associates - IG Private Wealth Management

IG Wealth Management released the third installment of its Advisor Perception Industry Study in June 2026 - and Canada’s financial advisors are calling for more support when it comes to succession planning:

✔ Clearer transition planning
✔ Better tools and guidance
✔ Seamless client continuity

Discover more about what advisors are saying and how IG is responding:
IG Wealth Management Advisor Perception Industry Study: Advisors Signal Need for Stronger Succession Planning Support | IG Wealth Management

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Benke & Associates

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“Should I be worried?”

That’s the question a client asked me recently. With all the headlines about trade tensions and global conflict, they were wondering if now was the time to pull back.

It’s a fair question. According to a recent J.D. Power study, 47% of Canadian investors say this is the most challenging market they’ve ever experienced.

But here’s the thing: smart investors stay grounded in strategy. In this case, we reviewed the client’s portfolio and revisited their long-term goals. We discussed their plan in the context of historic market ups and downs. It turned out they didn’t need a major overhaul, just a bit of perspective and a few small adjustments.

That conversation made all the difference.

If you’re wondering whether you should be worried, let’s talk it through.

Many people don’t realize that a comprehensive financial plan should be managed by a responsive, proactive advisor and include every aspect of your financial life, including tailor-made investment strategies, maximizing tax-saving opportunities, having a thorough estate plan and ways to optimize your retirement savings.

Take our quiz to find out if you’re getting the financial advice you deserve.

Canadian advisors have spoken: technology enablement is their #1 priority, yet 59% say their firms are falling short.

The latest release of the Advisor Perception Industry Study shows a clear call for better tools, better integration, and meaningful AI support.

At IG Wealth Management, we’re committed to closing that gap - continuing to invest in platforms, AI-enabled planning tools, and digital workflows that empower advisors to thrive in a digital‑first world.

Learn more about what advisors are saying and how IG is responding:

IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short | IG Wealth Management

To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.

IG Wealth Management released the Advisor Perception Industry Study, revealing key gaps between advisor needs and dealer support across Canada.

Top findings:

✔ Advisors want smarter tech to boost efficiency
✔ High-net-worth client growth is a major focus
✔ Succession planning remains underserved

Discover more about what advisors are saying and how IG is responding.
https://ow.ly/6e5v50Zx4P8