IG Wealth Management (IG) has entered into a strategic partnership with interVal, a Canadian firm specializing in automated insights, to enhance financial planning support for small- and medium-sized business owners across the country.
Over the past year, IG advisors have been leveraging interVal’s AI-powered platform, which combines technology with human expertise to provide real-time business valuations and key health metrics. These insights enable advisors to deliver more comprehensive guidance around creating, protecting, and managing client wealth.
“This collaboration aligns with our goal of leading the market through strategic partnerships that deliver high-value insights and advice to our clients,” said Damon Murchison, President and CEO of IG Wealth Management. “Through the interVal platform, clients receive an accurate business valuation and tools to uncover what’s driving, or impeding, their business value. This partnership further cements our commitment to serving business owners and helping them build better financial futures.”
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The interVal platform goes beyond traditional valuation by highlighting saleability scores, excess working capital, serviceable debt, and investable assets. These insights allow IG advisors to provide proactive recommendations on investments, cash flow, credit, and insurance tailored to both business and personal wealth strategies.
“At interVal, our focus has always been on equipping business owners with the insights they need to drive growth and make informed decisions,” said Trevor Greenway, CEO and Co-Founder of interVal. “This partnership with IG Wealth Management represents a significant step in bringing those insights to more business clients across Canada. By combining our innovative platform with the expertise of IG advisors, we’re not only enabling business owners to understand and strategically enhance their business value but also empowering advisors to be more efficient and effective in their roles.”
