Certified Financial Planner - Investors Group Securities Inc. https://www.ig.ca/en/legal/disclosures
If a operates as a business then the right people need to be in place to made good decisions. When it comes to finance, it’s important to all of us but we don’t all have the same training or skill set. While you must trust the people who will be making decisions, it’s important that they are learned and competent in the decision making field.
We often lament, that the “rich get richer”. Therefore, model what the rich do. Top athletes study what the best of the best do and have a coach. Should the same not hold true of your financial life? You might have a few less zeroes but that doesn’t mean you shouldn’t benefit from the same type of planning.
You spend a lifetime providing for your family and you want to provide for them even after you’re gone. You are happy to help them when they have a family but are you willing to pay someone who comes into the family and then wants to leave with part of your estate. Do you want to pay someone to break your child’s heart.
04/26/2026
This is not me this is a FAKE ACCOUNT please block and report!
If you cannot get along at the dinner table, you will not be able to get along in the boardroom. Families that create generative wealth via a will do so because they have shared values and visions. That starts with dinner table discussions first.
A scarcity mindset can hamper the creation of a . Financial literacy is important to the creation and success of the Generative Family model.
Transferring money to the next generation may result in a surprisingly large tax bill.
04/16/2026
It's important to stay sharp. Development days are important to keeping sharp as a wealth manager. We spent the day with our first-rate investment team.
04/09/2026
The IG Private Company Advisor team, led by David Turnbull, has a strong track record of helping mid-market companies (sales over $20 million) realize maximum value. If you, or someone you know, could benefit from their expertise to grow or maximize the value of a business, send me a direct message to get the conversation started.
04/08/2026
The plan to sell your business or raise capital for expansion are vital decisions for a business. With IG Private Company Advisory (for companies with annual sales over $20 million) you don’t have to make those decisions on your own. If you, or someone you know, could benefit from their expertise, send me a direct message and let’s discuss.
04/07/2026
Do you own a business with annual sales over $20 million? Planning to sell your business in the future? Want to raise capital for expansion? David Turnbull and the IG Private Company Advisory team unlock value for businesses. If you, or someone you know, could benefit from their expertise, send me a direct message and let’s discuss.