Executive Financial Consultant, CFP®, CLU®, CIM®, RRC®
IG Wealth Management Inc. Mutual Fund Division How does our team do this?
As an Executive Financial Consultant at IG Wealth Management, I advise 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 enabling them to spend more time doing the things they love, while gaining personalized financial freedom. My team includes financial planning experts, who specialize in investment, retirement, tax, and life planning. This team allows you to navigate through all life's changes, where we will be
Explore how a Canadian retiree with $900K across an RRSP and TFSA might structure withdrawals for tax efficiency and long-term income stability. Learn how account sequencing and income thresholds can influence retirement outcomes.
Early retirement can create a valuable tax planning window. Learn how structured RRSP withdrawals before age 71 may help manage future taxes, reduce OAS clawback risk, and support long-term retirement income.
Converting an RRSP to a RRIF or accelerating withdrawals without a plan can create higher lifetime taxes. Learn how timing, income thresholds, and coordinated withdrawals may help reduce tax friction in retirement.
Improper RRSP withdrawals can trigger higher taxes and impact income-tested benefits. Learn how timing, RRIF conversion strategy, and income coordination may help reduce unnecessary tax exposure in retirement.
05/26/2026
How much is convenience worth?
I am all for knowing the value of your time, but food delivery apps are one thing I still have a hard time using. After markups, service fees and premium prices the convenience of getting a semi-warm meal doesn't seem worth it.
What convenience apps/services do you use? https://tinybfs.com/t/hPboTd
Learn how RRSP withdrawals, conversion timing, and income coordination can influence taxes in retirement. Understand strategies Canadians use to create tax-efficient income while managing long-term sustainability.
Learn how early planning may help U.S. business owners improve tax efficiency and avoid common mistakes when selling a business. Covers key considerations that often shape after-tax outcomes and long-term planning decisions.
Understand how holding companies and trusts may be used in Canada to support tax deferral, asset protection, and estate planning strategies for business owners and families.
05/20/2026
My wife and I have done a fair amount of travelling the past few years. After reading this article, a few thoughts came to mind.
1. If the whole process is expedited, what happens to airport lounges?
2. The caps on city visitors makes sense, but I am curious to know how that could be enforced. Any ideas?
3. Flying to London in 90 minutes for dinner sounds like a bucket list item. Where would you fly to for dinner if the trip only took 90 minutes? https://tinybfs.com/t/J8sr3h
Understand how early exit planning can help Canadian business owners protect wealth, reduce taxes, and create flexibility before a sale. Learn key considerations that are often overlooked until it’s too late.