04/09/2025
Markets… Speak to your advisor to navigate.
‘An investment in knowledge pays the best interest.”
Benjamin Franklin.
Partner, Senior Consultant, Prima Wang Financial Group Each client is a puzzle, I make the pieces fit.
IG Wealth Management Inc Mutual Fund Division
Financial & Investment Advisor, CLU ***I love how money works and I love my work!***
For 10+ years I've successfully and creatively helped hundreds achieve their personal goals/plans in a realistic time line. After extensive client interviews, each plan in created individually and suited for client's needs, lifestyle and comfort level. Wealth manageme
04/09/2025
Markets… Speak to your advisor to navigate.
‘An investment in knowledge pays the best interest.”
Benjamin Franklin.
No GST and HST- as of Dec 14 on grocery, beer, restaurants, diapers and other items.
02/27/2024
📣PSA! 1) 2 days left to complete the Vacant Home declaration, (it’s not a 1x thing) If you skip it you will have a not so nice tax bill. Link below
2) RRSP season is closing in 2 days: Feb 29. Contribute or top up by midnight to dave, reduce your tax liability and increase your refund.
🔗https://www.toronto.ca/services-payments/property-taxes-utilities/vacant-home-tax/vacant-home-tax-declaration-of-occupancy-status/
📷Custom home design by Martinez
08/11/2023
#101
02/24/2023
🗓️🚨March 1 is the deadline for Rrsp contributions.
Check your room and top
Up if you can/have space- contributing can lower you tax liability or increase your refund while you invest in yourself for your future ✨
https://www.eytaxcalculators.com/en/2022-personal-tax-calculator.html
⬆️This handy link will figure out how much taxes you paid/owe on your personal income
https://turbotax.intuit.ca/tax-resources/canada-rrsp-calculator.jsp
⬆️ this will figure out what your Return or tax liability will be based on your RRSP contribution
Happy Rrsp Tax season 🖋️
01/06/2022
Good-ish news for the staycationers this year. Think cottage rentals, camping etc…
Refundable tax credit for:
Click:
https://toronto.ctvnews.ca/mobile/ontario-s-staycation-tax-credit-is-now-in-effect-and-this-is-how-it-works-1.5726368?fbclid=IwAR3abTKyaMv0Vx7G_RohIBlNmzv8lHOyN9wTSNSL0ICKCSwMKJ3biFU3Fn0
11/23/2021
Haudi 👋☺️
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03/05/2021
🔷Exciting exclusive events coming up: Join us virtually for a culinary master class with Chef Mark McEwan on Thur., March 11th at 8 PM EST.
Mark McEwan is one of Canada’s most celebrated chefs and Top Chef Canada’s head judge. He is also Owner of the McEwan Group, one of the country’s premier hospitality companies with a portfolio of innovative restaurant locations, grocery stores and an exceptional catering service.
Exclusive to clients and guests of IG Wealth Management, Chef McEwan will demonstrate bespoke recipes from his home and will discuss his journey to constantly set new standards of excellence within the Canadian culinary landscape.
Register:
Email 🔷[email protected]
Tel 🔷647-282-3279
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Financial & Investment Advisor, CLU & FP1.
For 10+ years I've successfully and creatively helped Canadians achieve their personal goals/plans in a realistic time line. After extensive client interviews, each plan in created individually and suited for my client's needs, lifestyle and comfort level. Each client is a puzzle, I make the pieces fit.
Wealth management, asset preservation, large purchase/real estate, cash flow management/budgeting, tax savings/strategies, debt management, investments, insurance & estate planning are a few of my handy (designated) skills.
Like health, finance and money tend to be looked at last, often when you're in trouble.
Get a handle of your financial position before it takes over you, make it an asset and not a liability.
Disclosures:
http://www.investorsgroup.com/en/legal/disclaimers