Iveta Koskina - IG Wealth Management

Happy Long Weekend, everyone!
As you relax with your favourite morning coffee or long-weekend drink, here is a quick thought on protecting your family's future:
Many Canadians work for decades to build wealth, but few realize how much of their estate can end up going straight to estate taxes when the second spouse passes away.
Instead of asking "How much does insurance cost?", ask yourself:
"Can we create $500,000 in tax-free cash to cover estate taxes for significantly less than $500,000?"
Whether you are in Richmond Hill, Vaughan, Thornhill, Woodbridge, or anywhere in GTA North, protecting your legacy does not have to be complicated.
Having guided local families through wealth management for over 25 years as a Senior Wealth Advisor with IG Wealth, I would love to leave you with complete peace of mind.
Interested in running the numbers? Reach out for a friendly, 10-minute no-obligation phone call. No pressure—just clear answers.
Call/Text: 416-804-0015
Email: [email protected]

Many life insurance policies offer flexibility and options to support you during your lifetime, not just after. For example, you can access cash value to supplement retirement income, fund major expenses or handle unexpected emergencies. Contact me to see how life insurance can enhance your financial plan, today and tomorrow.

Join us for this webinar during your lunch on May 6 at 1 PM Eastern standard time.
Learn the “what’s and why’s”
of a properly executed will should be.

Estate planning isn’t just writing a will. Learn how it can protect your wealth throughout life’s biggest changes. Join Dan McPherson, Director of Private Wealth Experience at IG, Alex Gauthier, Co founder of ClearEstate, and Sara Hillier, Head of Estate Planning at ClearEstate, alongside other wealth and legacy planning experts, to learn more. Register now: https://ow.ly/IRHq50YRjl9

Estate planning is often misunderstood. It’s not just about having a will—it can involve taxes, beneficiary designations, powers of attorney, and making sure your wishes are carried out efficiently.

Despite its importance, many Canadians still don’t have a complete plan in place.

I’m inviting clients and connections to a free estate planning webinar on May 6 at 1 PM, hosted by our head office at IG Wealth Management.

✔ Key things people often overlook
✔ Common mistakes with wills and taxes
✔ Live Q&A to get your questions answered

This is part of the ongoing service and education we provide—not a sales pitch.

If you’d like the link, feel free to message me or use the registration link below:

https://lnkd.in/eJHhzPcn

WealthPreservation







https://event.on24.com/wcc/r/5278176/A5AA1081862098CF3633B15746278F7A?partnerref=ENTEN

Protecting your wealth through life's big changes Wednesday, May 06, 2026 at 1:00 PM Eastern Daylight Time.

Happy birthday investor syndicate then Investors Group now IG Wealth we are celebrating hundred years and I’m very proud to have contributed a quarter of it to this company.🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈🎈

Business owners face tough financial decisions.

From valuing your business to estate planning and optimizing your health and wellness, your IG Private Wealth team and our partners will help save you time and stress while growing your wealth.

Financial advice that puts you at the centre. https://ow.ly/s7Lf50YxzXt

Iveta Koskina - IG Wealth Management
(416) 804-0015

Business owners Download our discovery guide for business owners. For the best experience with this guide, please download and save the fillable PDF to your device.

THINK BEFORE YOU LEAP

We wrapped up our second Early Retirement Incentive (ERI) webinar for Federal Government employees today, and the response was outstanding.

The session was fully engaged, the questions were thoughtful, and the interest was strong enough that we were asked to continue the series.

If you’re considering an early retirement package, the decision is far more complex than just the pension number. We covered:

CPP and RRSP accumulation trade‑offs
Bridging income vs. long‑term sustainability
Tax traps and lifetime tax consequences
Cash‑flow planning in the first critical years of retirement

Next Session: April 2
12:00 PM – 1:00 PM (Eastern Time)
Zoom (over lunch)

Attendance is by RSVP below link:

https://events.zoom.us/ev/AtGgcRVbQnxv7rXMzxJks5nuKgwHQI5zsVwdvuoxcgoq1VpCRb9X~AqbJ6Os2b-KAi7v-5CZawH1qCzZch14DGFZPM2L1LJaL5cBtydPB9UTeB-WYKRmCb63Rp3y7w-oPBft29fHlbKqSng

If you or someone you know has received — or expects to receive — an early retirement incentive, this session is designed to help you make a confident, informed decision before it’s too late to adjust the outcome.

Sergiu HIRTESCU CFP®, FCSI®, CIM®
Iveta Koskina - IG Wealth Management CLU QAFP RRC BA

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