05/27/2025
This past weekend, we took part in the annual IG Wealth Management Walk for Alzheimer's.
It's always a meaningful experience to walk alongside others who've been affected in some way by this disease. Whether it's a family member, a friend, or a client, Alzheimer's touches so many lives.
So glad to support the cause and be part of something that brings awareness and funding to a place where it's needed.
05/26/2025
Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management discussed how starting to build generational wealth at 40 is not too late, emphasizing that consistent savings, thoughtful risk management and a long-term investment strategy are key to financial success later in life. Read the full article: https://ow.ly/qQlt30sM6g5
05/21/2025
A looming mortgage renewal can be a financial challenge for households feeling the squeeze from rising living costs. Let’s look at why it’s important to be proactive, instead of simply accepting higher payments. Read the full article: https://ow.ly/19Es30sM6gp
05/19/2025
Retired Canadians are often targeted by financial scammers. Discover some of the most common scams in Canada aimed at retirees and how to avoid them. read the full article: https://ow.ly/MWqe50VKZwi
05/15/2025
By curbing impulsive spending, you not only safeguard your finances but also build resilience against life’s unpredictability. Learn more here: https://ow.ly/oUn150VMUs6
05/14/2025
Many Canadians are facing a reality check as mortgage renewals approach. Rates have risen sharply since the pandemic lows of 2020, leading to higher payments for many. Learn how an IG mortgage strategy can preserve your lifestyle and keep your financial plan on track. Read the full article: https://ow.ly/vXwI30sM6gj
05/12/2025
Did you know a poorly prepared estate plan could turn out to be a financial ordeal for your children or even leave them disinherited? Watch our on-demand webinar here: https://ow.ly/PamM30sM6fR with IG Wealth Management’s Dan McPherson and specialists from ClearEstate, including co-founder Alex Gauthier.
They discuss a range of real-life case studies of common estate planning missteps, then provide strategies so you can prevent them from happening to you. Tune in to learn more, then discuss how you can take control of your legacy with your IG Advisor.
05/08/2025
The principal residence exemption can be complicated. Here's what to know: https://ow.ly/4zQI50VMUbI
04/28/2025
It might be better for you to plan NOT to get a tax refund next year. I can work with you to help you keep more of what you earn. Get planning clarity with a second opinion on your plan.
04/25/2025
In an exclusive excerpt from his new book How Not to Invest, Barry Ritholtz offers some friendly reminders about how easy it is to make money-losing decisions. https://ow.ly/j3fF50VmrL9