YOU'RE INVITED TO OUR UPCOMING WEBINAR

Don’t just choose a mortgage.
Choose better mortgage advice.

Your mortgage could be one of your largest debts, paying for potentially your largest asset. It makes sense to consider how it relates to your overall financial plan. We can help with that.
Join Head of Mortgage, Insurance & Banking Alana Riley, and Vice President, Mortgage & Banking Solutions Shauna Clarke, as they share strategies and talk about the importance of integrating your mortgage into your overall financial plan. Mortgage Advisor Georges El-Helou will provide his knowledge during the Q&A segments.

This session will cover:

• Managing your mortgage in a volatile interest rate environment

• What are some key mortgage needs?

• Seeing the big picture: Integrating your mortgage into your financial plan

• Don't just choose a mortgage. Choose better mortgage advice

• Finding the mortgage that is right for you

IG is with you for the long term – all to help you reach your goals faster. This includes providing you mortgage advice that’s helpful and unique to your situation. Register today to attend the webinar and gain valuable insights on this important topic.

On Thursday, July 13th from 12-4 PM we will be hosting Layla's Lemonade Stand for Hope in support of CancerCare Manitoba Foundation.  Stop by our office at 461 Sterling Lyon Parkway for a fresh cup!

Layla is the daughter of our assistant, Mignon. She loves lemonade and her Grandpa's, who were both diagnosed with glioblastoma multiforme.  Layla is participating in this year’s Lemonade Stands for Hope in support of CancerCare Manitoba Foundation to create hope for Manitobans who have been touched by cancer.  She will be joined with the other kids from our team's families at the lemonade stand.

The kids will accept cash, coin, or tap (debit, Visa, MC).  

Tax receipts will be issued for every donation $15 and up.  All the funds we raise will stay right here in our province to help provide the best research and leading-edge patient care, and support for all Manitobans and their families on a cancer journey. 

IG Private Wealth Management has generously offered to match every dollar up to $2500!

Every donation – no matter the amount – makes a difference. We hope we can count on you to be a part of this with us!

If you are not able to visit us in person, please send your support through Layla's personal fundraising page through CancerCare MB at http://support.cancercarefdn.mb.ca/goto/laylaslemonade

A vacation property is not only a financial asset, but also an emotional one. Join Melissa Leong in an open conversation with experts Christine Van Cauwenberghe and Mathew Desilets as they discuss the complex financial considerations that should go into handing down a vacation property to a loved one.

Topics include:

• How to manage capital gains on a vacation property. 
• Difference between principal and recreational properties.
• Joint ownership or gifting of a property.
• Tax considerations on a U.S. vacation property.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions. Register now to attend the webinar and gain insight on this important topic.

Today, there are more than 600,000 people living with dementia in Canada. By 2030, we can expect this number to be close to 1 million. Apart from the emotional and mental health impact, costs for people with dementia are 5.5 times greater than for individuals who have not been diagnosed with the condition.

The seniors, parents and grandparents of our communities often face unique financial challenges that come with age. For those facing the journey with dementia, the need for advice has never been greater.

Join Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management, and Dr. Sarah Main, Research Scientist, Alzheimer Society of Canada, for this interactive webinar.

Together they will provide:

• Tips and tools for wealth planning for aging individuals

• Advice for caregivers and people living with dementia

• Tax considerations and resources available for Canadians

On March 28th, Canada’s federal government provided the 2023 Federal Budget.  In response, our Advanced Financial Planning team has provided a full summary of the budget on IG.ca including a full summary of the budget.

To review our key takeaways, click on the following link to open a PDF prepared by IG.

2023 FEDERAL BUDGET - KEY TAKEAWAYS

If you have questions, we would be happy to discuss. Book a “quick connect” phone appointment with your consultant to ensure we connect or contact our office at 204-784-4588.

More details to come soon!

Event Description: Succession Planning in the Agriculture Sector

• Succession Planning

• Retirement

• Risk Management

• How to start the tough conversations surrounding succession planning in agriculture sector

YOU'RE INVITED TO OUR UPCOMING WEBINAR 

How to navigate today's Top 5 Retirement Challenges

With Philip Petursson, Chief Investment Strategist
and Christine Van Cauwenberghe, Head of Financial Planning

Whether you’re five years out from retirement or 15, there are significant forces and trends you may not be aware of that may affect your plans.

Join our host, financial planning author Melissa Leong, and expert panelists Philip Petursson, Chief Investment Strategist, and Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. They'll be covering the key questions and misunderstandings many Canadians have about retirement and reveal how your retirement plan can thrive during these volatile and uncertain times.

This is sure to be an informative and entertaining session. Our panel of experts will tackle your questions about:

• The main challenges retirees and pre-retirees face.
• Why your current approach to retirement might not be sufficient.
• How to remedy your current shortfalls.

WEBINAR TAKES PLACE AT

11 a.m. PT | 12 p.m. MT | 1 p.m. CT | 2 p.m. ET | 3 p.m. AT | 3:30 p.m. NL

IG Wealth Management invites you to a virtual, holiday event with Canada’s baking sweetheart, Anna Olson on Dec. 9th at 6 pm CT. Bake along with Anna as she prepares two, delectable shortbread recipes and a surprise recipe that will become a seasonal staple in your home! This event is suitable for all ages and there will be an opportunity for Anna to answer
audience questions.

Event Platform: Youtube & Zoom

With everything that’s happening in the world right now, IG Wealth Management knows a real financial plan needs to give you more to help you make the most of your wealth. Join us on November 17 @ 3 pm CT as best-selling author and financial expert Melissa Leong hosts our panel of experts in a discussion on how to avoid common financial mistakes. We will also have professionals within their fields who can answer questions via the live Q&A chat. 

Join us for a night of comedy as three extraordinary Canadian comedians - Ron James, Erica Sigurdson and Tim Nutt – take to the virtual stage.

This experience is created exclusively for IG Wealth Management clients and guests. Register with the link below and invite others to enjoy the fun.

If you’re a business owner, this is a webinar that you don’t want to miss! Join our expert panel on October 18 @ 12 pm CST as they discuss questions business owners should be asking themselves about retirement and estate planning for their private businesses.

The session will cover:

• Five key questions that business owners should ask themselves to guide their planning

• How to monetize the value of their business in retirement

• Solutions to maximize their estate values

IG Wealth Management Presents Financial Literacy For Seniors Hosted By CFEE

In honour of Seniors Month, the Canadian Foundation for Economic Education together with IG Wealth Management, welcomes you to this webinar designed
to help seniors develop a better understanding of financial issues relevant and important to them. Topics include:

· How to set and reach financial goals while dealing with new life events

· Adapting, planning and managing retirement from a financial perspective

· How to continue saving in retirement

· Planning and starting a second career

· Coping with the loss of a partner or spouse

· The importance of Powers of Attorney, wills and other documents

· Making estate arrangements

This event is on ZOOM.

Please click the button to register and use entry code 53CHIMUK OR 53LANDRY

IG Wealth Management brings you your next financial education event with a timely focus on family vacation properties! Your audience will be engaged and educated on the many elements cottage owners must consider in their financial plan. Tax and Estate Planning experts Christine Van Cauwenberghe, author of “Wealth Planning Strategies for Canadians”, and Aurele Courcelles will be joined by Cottage Life Magazine Editor Michelle Kelly, sharing not only the financial side of cottage ownership but the joys and impact of owning a second home. This online, panel-style event is an incredible chance for clients and guests to learn more about how to maximize the financial and lifestyle advantages of a second property while minimizing the impact of taxes and estate concerns that come with it… and it can only be brought to them by you – their IG Wealth Management and Private Wealth Management Advisors.