IG Wealth Management Collaborates with interVal to Enhance Financial Planning for Canadian Entrepreneurs

On August 28, 2025, IG Wealth Management (IG) announced a strategic partnership with interVal, a Canadian company specializing in automating business insights, to enhance services for small and medium-sized business (SMB) owners. This collaboration aims to help these entrepreneurs evaluate their business's value and identify growth opportunities.

Over the past year, IG advisors have integrated interVal's advanced software platform into their service offerings. This platform utilizes artificial intelligence alongside human expertise to provide comprehensive business valuations and essential health metrics. Such tools empower IG advisors to effectively support their business clients in wealth creation, management, and protection.

Damon Murchison, President and CEO of IG Wealth Management, emphasized the significance of this partnership, stating it aligns with IG’s ambition to deliver high-value insights through strategic partnerships. The interVal platform not only provides accurate business valuations but also identifies critical factors such as excess working capital, serviceable debt, and investable assets. This data enables advisors to offer proactive and strategic guidance across various financial domains, including investments, cash management, credit, and insurance.

Trevor Greenway, CEO and Co-Founder of interVal, echoed this sentiment, noting that the partnership will extend the availability of valuable insights to a broader range of business clients in Canada. This collaboration aims to empower business owners to better understand and enhance their business value while simultaneously enabling advisors to operate more efficiently and effectively.

IG Wealth Management has been a leader in financial planning since its establishment in 1926 and currently manages approximately $148.4 billion in assets as of July 31, 2025. With a strong network of advisors across Canada, IG offers personalized financial advice, planning, insurance, and investment solutions to around one million clients. The company forms part of IGM Financial Inc., itself a significant player in Canada’s wealth and asset management sectors, with total assets under management and advisement nearing $287.9 billion.

InterVal, on the other hand, focuses on providing automated insights for accountants, wealth managers, and financial institutions to drive optimal growth for their SMB clients. Using AI, the platform enhances decision-making processes and allows for more efficient collaboration between business owners and their advisors.

In summary, the strategic partnership between IG Wealth Management and interVal stands as a commitment towards innovative solutions tailored for SMB owners, combining technology and expert advice to drive better financial futures. This initiative reflects both organizations' dedication to empowering businesses and enhancing the advisory capacity of financial professionals in Canada. For further details, media inquiries can be directed to the respective contacts provided for IG Wealth Management and interVal.