interVal

Building better financial futures for business owners and those advising them.

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[interVal @interVal_ai]

That's a wrap on the IG Wealth Management Exchange and Centennial celebration! Thanks for having us there, we were honoured to be part of this significant milestone with you.

[interVal @interVal_ai]

🕶️ If you are at IG Wealth Management Exchange, swing by the Exchange Hub. Have a chat with Trevor and Rebecca, and grab some interVal shades 🕶️

[interVal @interVal_ai]

Last night, IG Wealth Management took Winnipeg by storm as they kicked off their centennial celebration and Exchange conference.

Trevor Greenway and Rebecca Cook are there celebrating with you! Pop by the interVal booth to say hi today.

[interVal @interVal_ai]

Scrutiny is growing. Clients can see more of what they pay, and they're asking what they get for it.

For business-owner clients, there's a stronger answer than last quarter's numbers. Speak to the business and earn a place in the relationship that returns alone don't secure.

[interVal @interVal_ai]

interVal for Business gives advisors a way in earlier:
- A valuation & a view of business health
- The cash sitting in the business, brought into planning today
- Liquidity, protection & planning needs surfaced well before an exit

Before the exit. Not after it.

[interVal @interVal_ai]

You reviewed your top clients' T1's for planning opportunities. What about the other 180?

Reviewing 200 has never been realistic, so the opportunities in those files stay invisible.

interVal Personal Tax reviews the return and surfaces what's actionable across your entire book.

[interVal @interVal_ai]

interVal Business gives you visibility into growth levers years before an exit.

interVal Personal Tax surfaces the planning opportunities sitting inside tax documents.

Two products, same idea. You've got the documents. You may as well get the intelligence that comes with it.

[interVal @interVal_ai]

The accountant has the financial statements. The advisor has the personal plan. The business owner has a slightly different conversation with each of them.

We built interVal to bridge the gap. When both advisors are looking at the whole picture, the plan gets better.

[interVal @interVal_ai]

A business owner who has never had their business valued is building a retirement plan around a number they invented.

Your job here isn't to become a valuator. It's to make sure the largest number in the client's plan is a REAL number.

Help them find the number with interVal.

[interVal @interVal_ai]

Every document. A growth plan.
interVal Business + interVal Tax
Turn client paperwork into forward-looking advice, in minutes.

[interVal @interVal_ai]

"It gives you more insight so much faster than if you had to read the whole T1. Having that executive summary makes our thought process much faster, more focused, more targeted to what it is that we need to do."

- Paola Wortman, Financial Advisor at @IGWealthMgmt

[interVal @interVal_ai]

There's a document already on your desk that contains next year's planning agenda. It's not a market outlook.

https://t.co/SaCucoUfcf

[interVal @interVal_ai]

Happy 250th America! 🇺🇸
Hope you're celebrating big with the people who matter most.

[interVal @interVal_ai]

The dock is calling... Happy Canada Day 🇨🇦

[interVal @interVal_ai]

We just launched something we're really proud of.
Meet interVal Personal Tax 👋

🔗 Learn more at
https://t.co/onCfC0D381

[interVal @interVal_ai]

Read more at: https://t.co/umRrU3pDHK

[interVal @interVal_ai]

By the time a business owner tells you they're selling, the deal is already structured.

The lawyer is hired.
The accountant has been briefed.
The tax strategy is locked.

And the advisor who has known this client for a decade — is now optimizing around someone else's decisions.

[interVal @interVal_ai]

AI won’t replace wealth advisors. It gives them more time to be strategic: less admin, more insight, better client conversations. That’s the real opportunity. Read more: https://t.co/zu3ZSlm3t7

[interVal @interVal_ai]

You are waiting for a liquidity event that someone else is already shaping.

Trillions are about to change hands. The advisor who waits for the sale has already lost.

Stop showing up after the decision. Start shaping it.

Read why early advisors win:
https://t.co/JbOgyES1ks

[interVal @interVal_ai]

In her latest article for the CMO Alliance, our VP of Marketing, Karen Chalmers, explores how brands build deep, structural trust.

Move from a transactional relationship to a deeply connected one with your business owner clients. Let us help you.

https://t.co/jndcKNdJwj