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IG Wealth Management is all about teamwork

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This article was published 15/03/2022 (1052 days ago), so information in it may no longer be current.

Amy Cadieux, director of the IG Investments team at IG Wealth Management (IG), knows there’s something a little different about her résumé.

Most of her friends and former classmates have worked for three or four different employers since their university days, Cadieux says. On the other hand, she’s stayed with IG since she started working in the Winnipeg head office of Canada’s largest independent wealth management company back in 2013.

“I’ve never seen any reason to leave,” Cadieux says. “I’ve had lots of professional opportunities to grow and develop my career. Plus, I’ve always enjoyed the open and friendly atmosphere where everyone wants to do what’s best for one another.”

Cadieux graduated with a bachelor of commerce (honours) degree from the Asper School of Business at the University of Manitoba having majored in two disciplines, human resources and finance. She says she was originally leaning toward a career in HR, but by the time she completed IG’s management development program for new graduates she’d discovered her passion was for finance.

Five promotions and several financial-sector certifications later, she’s still a fan of the rotational program. It’s been revamped in the interim, Cadieux says, but it’s still an ideal launching pad for those hoping to determine their ideal career path.

The company, known for most of its 96-year history as Investors Group, rebranded as IG Wealth Management in 2018. Building on a track record of innovation, it offers synchronized financial products and services ranging from tax and retirement planning to cash management and brokerage services. IG has also garnered a reputation as a leader in responsible and sustainable investment.

The majority of employees are based in offices in Winnipeg, Toronto and Montréal. Some 3,500 advisors in offices throughout Canada are also a key part of the IG team, says vice chair Mark Kinzel.

“It’s a strategic partnership,” he says. “Everybody works together in the best interests of the clients and their financial well-being.”

IG helps the entrepreneurial-minded advisors to build and manage their practices with a variety of tools and resources. This includes specialized technology platforms for portfolio management and client support, streamlining administrative functions and ongoing relevant learning, and access to IG subject matter experts such as accountants, tax and estate lawyers and pension experts.

IG’s culture of putting people first has been central to how the company has responded throughout the course of the pandemic, says chief human resources officer Cynthia Currie. Almost immediately after people began working from home, the company launched initiatives to support their mental well-being and work-life balance.

“Sensitivity, respect and flexibility are what guides us, not a blanket policy statement,” she says. “Not only have different provinces experienced lockdowns at different times, but everyone’s individual situation is different.”

The same thought processes are guiding IG’s deliberations about what happens next, including when people might return to the office. “We’ll go back,” says Currie, “when we can be sure the employee experience is a great one.”