IWG Corporate Services is a unique team of seasoned professionals providing executive-level solutions to business owners for their corporate challenges. We assist in business professionalization with Organizational Health Assessments, developing Strategic Flight Plans and providing solutions for bookkeeping & accounting, human resources, paralegal and legal services, estate planning, wealth management, insurance services and marketing & branding. We are the most versatile multi-family office in the Okanagan region and provide services throughout Western Canada and beyond.

IWG Corporate Services helps you to build strategies for success in the following areas:

Corporate Governance Assistance
- Relationship Management (Partnerships)
- Health of the Company
- Corporate Governance Documents
- Review & Develop HR Policies & Procedures

Estate and Succession Planning
-Wills, Powers of Attorney or Family Trusts
-Planned Giving options
-Representative Agreements

Financial & Business Modelling - Bookkeeping and Accounting
- Corporate Strategic Flightplans
- Financial Structure for Growth
- Analysis of Financial Statements
- Assessment of Corporate Strategies
-Bookkeeping and Monthly financial reports

Ongoing Management Advisory:
- Ensure Management & Advisory Teams are working towards corporate goals
- Review Targets and Deliverables

Marketing and Branding
-Creating a distinctive brand package
-building a marketing strategy
-Social media content and scheduling
-Business Development & Sales

Administrative Assistance
- Office and files organization
- temporary assistance for maternity leave
- preparing for special events, presentations, etc.

This frees up business owners and their employees to actually do the work that the business offers, and do what they do best.

IWG Corporate Services

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