Senior Financial Consultant, IG Wealth Management
Wealth management advice for a successful retirement and meaningful legacy
I am driven to help professionals and business owners secure their ideal retirement and maximize their after tax estate value so intended beneficiaries will receive everything clients plan for them.
01/31/2022
This is not the 2000-2001 tech wreck, markets will recover: Strategist Philip Petursson, chief investment strategist at IG Wealth Management, talks about the latest volatility in the stock market and puts it in the context of historical norms.
12/14/2021
Good perspective on why IG Wealth Management has introduced its new Climate Action investment portfolios.
Sponsored | Combating climate change brings positive effects and tremendous investment opportunities IG Wealth Management’s new IG Climate Action Portfolios support the world’s transition to net-zero emissions
At IG, we look at your goals and circumstances in analyzing what retirement income planning strategies (including the cash wedge strategy described below) would be best suited to you and your family.
There is much to consider.
https://www.ig.ca/en/retirement-planning/approaching-retirement
11/08/2021
Join us for an important national discussion on estate planning and intergenerational wealth planning strategies on Thursday, November 25. If you are aged 50+, or have adult children, don't miss out on this discussion.
https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwebinars.on24.com%2FIGWealth%2Fintergen%3Fpartnerref%3DRO696KSampson&data=04%7C01%7CDave.Harris%40IG.ca%7Cb8659d5f0ede47608ebe08d9a2e4c2b8%7Cdc411c631f524491bb51c4d215a1de23%7C0%7C0%7C637719925660151632%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=rTk7YRqZz0q92OrnpWsDKr4LuaHHVywOyC7okrqEh6A%3D&reserved=0
11/04/2021
Questions?
A real financial plan Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real fina...
10/22/2021
A good starting point for estate planning discussions with your loved ones
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. Here are 10 actions you can begin to take today. http://ow.ly/fH5u50GseOB
10/22/2021
An evening of levity next week 😀
Remember to join us next Thursday, October 28th (8:00 PM ET), as we look forward to an evening of laughter during the IG Wealth Management National Comedy Event. Four of Canada’s best stand-up comedians will take the virtual stage and keep you laughing through an action-packed show. Register for the event here: http://ow.ly/2KA850G142u
08/04/2021
Get caught up on all the latest events, economic releases and news in our weekly update. http://ow.ly/HdB850Fzi9t
Wishing all of my Facebook followers and clients a happy Victoria Day!