IG Wealth Management Inc., Gee Gibson & Associates

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IG Wealth Management Inc., Gee Gibson & Associates Everyone can benefit from financial planning. Listen to clients tell their stories, in their own words, of how they grew their wealth with our help.
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Gee Gibson and Associates Private Wealth Management


Keith Gibson - Senior Financial Advisor CFP, Bcom, RRC
Duane Gee -Senior Financial Advisor CFP, RRC
Janet Gee - Senior Financial Advisor CFP, RRC

Sharon Larose - Executive Assistant

Well, the conference is over, and I’m heading home feeling a tremendous sense of pride and gratitude. Proud to be part o...
10/23/2026

Well, the conference is over, and I’m heading home feeling a tremendous sense of pride and gratitude. Proud to be part of such a great firm and grateful for the opportunity to make a meaningful difference in the lives of Canadian families.

It’s a great reminder of why we do what we do. Beyond the investments and financial plans, it’s about people, families, and helping Canadians build a more secure financial future.

Feeling fortunate to be part of the IG Wealth Management team! 🇨🇦

Our team is in Winnipeg attending a great birthday party. IG Wealth turns 100.
10/19/2026

Our team is in Winnipeg attending a great birthday party. IG Wealth turns 100.

Could Bitcoin miners hold the key to the AI infrastructure boom? Ashish explains how publicly traded crypto mining compa...
10/17/2026

Could Bitcoin miners hold the key to the AI infrastructure boom? Ashish explains how publicly traded crypto mining companies are redirecting their power assets toward AI computing workloads and what it means for the next phase of the AI investment cycle. Listen now: https://ow.ly/gnk650ZYxeG

Subscribe, rate and review now.

👨‍👩‍👧‍👦 We Serve: Families — Protecting What Matters MostAt Gee Gibson & Associates, working with families is at the hea...
10/15/2026

👨‍👩‍👧‍👦 We Serve: Families — Protecting What Matters Most

At Gee Gibson & Associates, working with families is at the heart of what we do.

Our role is twofold: helping you find the most tax-advantaged ways to pass along wealth in a way that matches your goals today — and helping the next generation understand and prepare for the impact of sudden-wealth events like inheritances.

We believe strong communication across generations isn't just helpful — it's essential.

By taking the time to ask the right questions in a comfortable, unhurried environment, we learn about your life goals and your family's unique dynamics. From there, we build:

— An investment plan that reflects where you are financially and where you want to go
— An estate plan that details what you wish to leave behind, how you want it to shape your children's and grandchildren's lives, and how much flexibility you want in how your legacy is used

Our ongoing care for your family's wealth means every member of your family can focus on living their lives — knowing their financial future is in good hands.

Paying off their mortgage before retirement has become increasingly difficult for Canadians. So, is it okay to have a mo...
10/13/2026

Paying off their mortgage before retirement has become increasingly difficult for Canadians. So, is it okay to have a mortgage in retirement? And if so, what’s the best way to go about it? Read More: https://ow.ly/9Ioi50ZU0hl

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude an...
10/12/2026

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude and time well spent with loved ones.

🏡 Leaving the Cottage to Your Kids? Make Sure You're Not Leaving Them a Tax Bill Too.For many Comox Valley families, a v...
10/08/2026

🏡 Leaving the Cottage to Your Kids? Make Sure You're Not Leaving Them a Tax Bill Too.

For many Comox Valley families, a vacation property — a cabin on the lake, a place on the Island — holds decades of memories. The hope is that it stays in the family. But without proper planning, passing it on can trigger a significant and unexpected tax bill.

Here's what many families don't realize: when a vacation property transfers to anyone other than a spouse at death, it's treated as a disposition at fair market value. If that property has appreciated substantially over the years — and most have — your estate may owe capital gains tax on the full increase in value. In some cases, that liability is large enough that beneficiaries have to sell the property itself to pay it.

There are strategies that can help:

— Principal residence exemption — you may be able to designate the property and shelter some or all of the gain
— Improving your adjusted cost base — keeping records of every renovation and improvement reduces the taxable gain
— Life insurance — a policy can be structured to cover the tax liability so your children keep the property
— Gifting during your lifetime — may limit the ultimate tax exposure, though it doesn't eliminate it entirely
— Co-ownership agreements — essential if multiple children will share the property

The best time to plan for this is well before it becomes urgent. We're here to help families think through these decisions carefully.

Are rising bond yields becoming the market's biggest threat? Philip explains why long-term yields are pressuring valuati...
10/03/2026

Are rising bond yields becoming the market's biggest threat? Philip explains why long-term yields are pressuring valuations and creating competition for investor capital, and what it means for your portfolio. Listen now: https://ow.ly/vnz950ZU0fL Subscribe, rate and review now.

🏦 Do You Have an Emergency Fund?Nearly half of Canadians have inadequate or zero emergency savings. It's one of the most...
10/01/2026

🏦 Do You Have an Emergency Fund?

Nearly half of Canadians have inadequate or zero emergency savings. It's one of the most common gaps in an otherwise solid financial plan — and one of the easiest to fix with the right structure in place.

An emergency fund exists for one reason: so that when life surprises you — a car repair, a medical expense, a job disruption — your long-term savings goals stay on track.

Here's what to aim for:

— Three to six months of household expenses set aside in a dedicated account
— Keep it accessible but separate — a high interest savings account or short-term GIC works well
— Start small if you need to. Even $500 creates a meaningful buffer
— Set up a preauthorized transfer on payday so saving happens automatically

Every dollar you pull from long-term savings to cover an emergency is a dollar that loses years of compound growth. A well-funded emergency account protects not just your present — it protects your future self.

If you'd like to talk through how an emergency fund fits into your overall financial plan, we're happy to help.

09/26/2026

Your first home is where you’ll create lasting memories and build the life you envision. The decisions you make about your mortgage can impact your lifestyle, savings and future goals. Talk to me to help you navigate your options and buy your first home with confidence.

Learn More: https://ow.ly/8oFe50ZRv5z

Address

104/2100 Guthrie Road
Comox, BC
V9M3P6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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