What happens to my investments if I pass away?

If you have investments with IGM Financial and pass away, the assets will be transferred to your designated beneficiary or your estate, depending on the circumstances. It is essential to designate a beneficiary on your account to ensure a smooth transfer of your investments. When you pass away, your designated beneficiary will need to provide the necessary documentation, such as a death certificate, to initiate the transfer process. If no beneficiary is designated, your investments will be disbursed to your estate, subject to legal and administrative procedures. It is advisable to regularly review and update your beneficiary designations to ensure your investments are distributed according to your wishes and to avoid delays or complications.