IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business Owners

As part of its ongoing commitment to deliver leading-edge solutions and services to clients, IG Wealth Management (IG) today officially announced a strategic partnership with interVal, a Canadian company focused on automating insights, to help small- and medium-sized business owners measure the value of their businesses and identify opportunities for growth.  

Over the last year, IG advisors have been providing business clients with direct access to interVal’s industry leading software platform, which leverages artificial intelligence and human expertise to deliver a comprehensive business valuation and key business health metrics. This, in turn, enhances the ability of IG advisors to assist business clients with the creation, management and protection of their 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, 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.”

In addition to providing an accurate valuation range and saleability score, interVal’s software platform uncovers information about a business’s excess working capital, serviceable debt and investable assets, allowing advisors to provide their clients with proactive and strategic guidance on investment, cash management, credit and insurance solutions for the business and the personal wealth of their owners. 

“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, 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.”