Helping Families Capture More
Than Wealth
The Missing Piece Of Legacy Planning
In partnership with LegacyNex, IG Private Wealth Management clients can preserve not only their wealth, but the wisdom, values, and life experiences behind it.
Through professionally guided conversations, clients create a lasting collection of stories, insights, and perspectives that families can return to for generations.
Because legacy is more than what we leave to people - it's also what we leave with them.
Trademark disclaimer: Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.
A Changing Definition Of Legacy
$1 TRILLION
Expected to transfer between generations in Canada over the coming decade. 2 in 3 Canadians have not put an estate plan in writing
Source: IG Wealth Management research
LegacyNex qualitative research suggests that many individuals now see legacy as more than the transfer of financial assets. Participants consistently expressed a desire for future generations to understand the values, experiences, and perspective that shaped their lives.
Source: LegacyNex qualitative research
Canada is in one of the largest intergenerational wealth transfers in its history.
IG Wealth Management research shows that two-thirds of Canadians have not put their estate plans in writing, even as more than $1 trillion in assets is expected to transfer between generations in the coming decade.
For many families, the challenge isn’t only financial planning - it’s how to pass along the values, experiences, and perspective that shaped their lives.
Through this collaboration, IG Advisors and LegacyNex help families preserve the human dimension of legacy.
What This Partnership Makes Possible
Through the collaboration between IG Wealth Management Advisors and LegacyNex, families have the opportunity to thoughtfully capture the experiences, decisions, and values that shaped their lives.
These reflections are transformed into a lasting family record - preserving voice, perspective, and personal insight for future generations.
The Human Inheritance Collection
By LegacyNex
Guided legacy conversations
Professionally written legacy books
Edited audio recordings preserving voice and tone
Secure and private deliveries of collections
Together, these elements preserve the insight, values, and lived perspective families want future generations to understand.
Why Families Choose To Do This
Many families want future generations to inherit more than financial assets.
They want them to understand the experiences and thinking that shaped the lives before them - the decisions that mattered, the challenges that were faced, and the values that
guided those choices.
When perspective is preserved in this way, it becomes something powerful:
a source of guidance.
Future generations can return to it when facing their own decisions - hearing how the people before them navigated uncertainty, opportunity,
and responsibility.
Over time, these reflections become one of the most meaningful records a family shares across generations, offering perspective that helps future generations steward
both wealth and life well.
The Experience
Initial Consultation
A short conversation to understand the family’s story and what they hope to preserve.
Guided Conversation
A recorded discussion exploring life experiences, lessons, and perspective.
Writing & Production
The conversation becomes a professionally written legacy collection.
Private Delivery
Families receive their legacy book and audio recording to share across generations.
A Shared Perspective
Christine Van Cauwenberghe
Head of Financial Planning, IG Wealth “Financial planning helps families prepare the transfer of assets. But many clients also want to pass along the thinking, values, and experiences that shaped their lives. Our partnership with LegacyNex provides a meaningful way to capture that perspective for future generations.”
Elena Iacono
Founder, LegacyNex“Every life holds insight that future generations can learn from — the decisions made, the lessons learned, and the values that guided the journey. LegacyNex exists to help families preserve that perspective alongside the wealth they pass forward. Money transfers assets. LegacyNex helps transfer understanding.”
Privacy and Discretion
LegacyNex collections are created privately for each family and shared only with those the family chooses.
Conversations are recorded and handled with care and confidentiality, and all materials remain the property of the family.
Nothing is published, shared, or used publicly without explicit permission.
Expanding What Families Inherit
One day, future generations will inherit the assets built
during a lifetime.LegacyNex helps ensure they also inherit the thinking, values, and perspective that shaped them.
Explore Whether This Is Right for Your Family
If you are interested in creating a LegacyNex collection, speak with your IG Advisor or request an introductory conversation.