Investors Group Financial Services Inc. We like to develop long term relationships in order to help our clients, CREATE, INCREASE AND PROTECT THEIR WEALTH.
As a consultant with IG Wealth Management, I focus on helping individuals improve their financial results beyond what they have been able to accomplish on their own. Areas that concern most people include saving income tax, paying mortgages off early, travel, retire comfortably/early, building retirement funds as well as providing corporate owners tax advantaged strategies to access retirement inc
09/02/2026
While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency. Read more: https://ow.ly/xgaR50ZIneW
08/25/2026
Passing on wealth is one thing.
Handing down a legacy? That takes careful planning and open dialogue.
Have you talked with your family about:
- What each person expects, and what’s actually in your Will?
- Who will be responsible for the cottage, and who feels most attached to it?
- What you value most, and how you want your wealth to be used?
Some of the most costly estate planning mistakes aren’t legal or financial. They’re communication gaps that can lead to confusion and conflict.
Let’s build a family wealth strategy that helps your loved ones understand your intentions and proudly carry them forward.
08/25/2026
Everything you need to know before renting out your vacation home, including sprucing it up, insurance, management, marketing and tax implications. Read More: https://ow.ly/BbQc50ZFkTQ
08/22/2026
We often talk about wealth in terms of numbers: net worth, investment returns, estate value. But for many families, the most meaningful part of a financial plan isn’t what gets passed down, it’s why.
A true legacy includes both financial assets and the values that shaped them.
When families plan only for the transfer of money, they sometimes miss an opportunity to create deeper continuity. Misunderstandings can arise. Siblings may not share the same understanding of your intentions. Charitable goals may fade with the next generation.
But when you articulate your values—what matters to you, and why—you give your family something far more powerful than a dollar figure.
Here are a few ways to make that happen:
1. Involve your family in the conversation. Family wealth planning should be inclusive. Whether it’s a formal meeting or an informal check-in, inviting loved ones to understand your intentions brings clarity and connection.
2. Put your values in writing. You don’t need a legal document to express your purpose. A letter of wishes, a personal note or even a shared list of charitable priorities can help guide your family’s decision-making for years to come.
3. Consider structured giving. Tools like Donor-Advised Funds allow you to give with flexibility and involve future generations in directing your legacy. It’s a simple and smart way to build philanthropy into your family’s identity.
You’ve worked hard to build something meaningful. Now’s the time to make sure the next generation knows not just what to do with it—but why it matters.
Let’s talk about how to start that conversation in your family.
08/21/2026
Learn how to use business insurance strategies to not only protect your business but also to help it grow and thrive. Read More: https://ow.ly/RKsQ50ZCu5W
08/21/2026
Many Canadians don’t understand that a will and estate plan are very different. Find out what an estate plan contains and why it’s crucial for most people. Read more: https://ow.ly/XI6u50ZCu4I
08/14/2026
Discussing wills and other estate planning subjects can be difficult for many people. These strategies can help you to start those conversations. Read More: https://ow.ly/uTPJ50ZzBeh
When you have a blended family, it’s even more important to be careful about your will and how you name beneficiaries. Even if you already have an estate plan, a second opinion could be priceless.
It’s important to integrate an inheritance into your financial plan as tax efficiently as possible. Let’s discuss your options.
08/10/2026
Less than one-third (29%) of Canadians have made a plan with their family or executor for managing charitable giving in their estate. Yet 40% are interested in tools like Donor-Advised Funds. The intent is there — let’s make it real. Contact an IG Advisor today.
🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/uRqI50ZxW5H
Source: IG Wealth Management Annual Estate Planning Study