Dealers failing advisors on high-net-worth support, IG Wealth study finds
“They need access to specialized expertise, scalable business support and meaningful client engagement opportunities,” he said. “At IG, we’ve brought these capabilities together through a multidisciplinary planning team, industry-leading marketing support and a nationally coordinated events platform, helping advisors differentiate themselves, deepen client relationships and build stronger, more scalable businesses while delivering greater value to affluent Canadians.”
What firms need to deliver
IG said it currently supports advisors through more than 300 professionally managed client events annually, alongside a library of virtual events, dedicated event funding, and turnkey seminar playbooks. On the digital side, the firm offers targeted local advertising, social media and email support, digital presence coaching, and AI-enabled marketing tools.
The Environics study is the final instalment in a series examining the perspectives of more than 300 Canadian advisors. It is broadly representative of the Canadian advisor population by age, gender, practice stage, assets under advisement, region, and licensing status.
The results align with broader industry evidence that the affluent segment is becoming both more strategically important and more contested. Canada’s top advisory teams in 2026 have increasingly built their practices around comprehensive service models for wealthy clients – a standard that is now shaping what advisors expect from the firms behind them.
IG Wealth Management is a member of IGM Financial Inc. (TSX: IGM) and manages approximately $178.0 billion in assets under advisement as of September 30, 2026.
