06/16/2025
TFSA info now available in My Account for most taxpayers: CRA | Investment Executive Information remains temporarily unavailable for 10% of TFSA holders, the agency says
Mutual Fund Division.
As a Senior Financial Consultant and Certified Financial Planning professional, I provide meaningful insight into the financial planning opportunities of clients with IG Wealth Management Inc.
06/16/2025
TFSA info now available in My Account for most taxpayers: CRA | Investment Executive Information remains temporarily unavailable for 10% of TFSA holders, the agency says
06/14/2025
Great to be here Highmark Stadium!
06/05/2025
🏡💰 Building a house/business and building a financial plan have a great deal in common.
As silly as this may sound, the first step is to make the decision that you either need, or want, to get started.
There are certainly plenty of analogies to share… similar to setting a nutrition or fitness goal… you need to get started! I know… ask me about my many failed New Year’s resolutions!
The “first step” is applicable … regardless of your stage of life.
Sometimes, the goal can seem overly ambitious… not really sure where to start.
However, once you do start, things can move along quite quickly.
So, if you’re wanting to get started on the “next chapter” of your life’s financial journey, comment below on one piece of advice you would give to your “younger” self to inspire you to “go for it”.
05/28/2025
An interesting article... especially where the perception of "inter-personal relationships" has gone since COVID19.
There will never be an alternative to an actual "conversation" and the insights that come out from that interaction.
Gen Z, Don't Be Fooled By GenAI Financial Advisers The technology is a shiny new tool aimed at wooing young investors, but real people have a huge advantage over their digital counterpart.
03/28/2025
It may seem a little counter-intuitive... However, if you have a plan, it could alleviate so much stress and allow you to focus on what's really important.
Virtual information session coming soon.
03/20/2025
Hey everyone! 🌍
I wanted to share some insights on why making regular investment contributions during volatile markets can be a game-changer for your financial future. 📈💼
Dollar-Cost Averaging: By investing consistently, you buy more shares when prices are low and fewer when prices are high, averaging out the cost over time. This strategy can help mitigate the impact of market fluctuations. 📉📈
Long-Term Growth: Volatile markets often present opportunities to purchase quality assets at discounted prices. Over the long term, these investments can yield significant returns as the market recovers. 🚀
Building Discipline: Regular contributions instill a disciplined approach to investing, helping you stay committed to your financial goals regardless of market conditions. 💪
Compounding Benefits: The earlier and more consistently you invest, the more you benefit from compounding returns. Even small, regular investments can grow substantially over time. 🌱
Remember, it's essential to stay informed and consult with financial advisors to tailor your strategy to your unique circumstances. Happy investing! 💰✨
Feel free to share your thoughts or ask questions below! 😊📬
03/07/2025
While discussing money can be difficult for many of us, talking about it with your therapist can help set you up for a better financial future.
Why your therapist wants to talk to you about money Why your therapist wants to talk to you about money By Michelle Bilodeau, MoneySense • March 2025 • Health & Wellness While discussing money can be difficult for many of us, talking about it with your therapist can help set you up for a better financial future. Does it seem like your psychothera...
02/24/2025
Microsoft Virtual Events Powered by Teams Microsoft Virtual Events Powered by Teams
02/21/2025
Move forward with confidence in your financial plan... connect with me today to discuss if/how I might be of service to you and your family!
Protecting your investments from emotional decisions Your Financial Life Protecting your investments from emotional decisions By IG Wealth Management • February 2025 • Investing Many investors struggle to keep their emotions in check when making investment decisions. After all, we’re human beings; our instincts often dictate our behaviour, even ...
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