Those who are approaching retirement know that it is not an event, rather a transition stage that is as unique as they are. It's an opportunity to explore new challenges and enjoy what matters most to them. Ultimately, everyone asks "Am I going to be ok?" Our clients are mature and focused. They are wanting to preserve their wealth and reach their goals in a tax-efficient manner.
Our process is collaborative - we recognize that your dreams and goals are as important as the assets that will help you realize them.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
On the last Wednesday of every month, I will host clients and guests on informative and very relevant topics at our office to help you achieve your financial goals. The schedule is below. To register, simply send me an email or call me at (647) 980-0306. I look forward to seeing you.
January 30th: Retirement
February 27th: Retirement
March 27th: Estate Planning
April 24th: Small Business Owners
May 29th: Charitable Giving
June 26th: Educating the Children
July 31st: Retirement
Jan 2, 2019 - Dec 31, 2019
IG Wealth Management
1000-1 Robert Speck Parkway
Mississauga, ON L4Z 2G5
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.