With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them. Which year-end planning strategies apply to you will depend upon your specific circumstances and objectives. The IG Wealth Management Year-end Tax Planning Checklist can help you understand what opportunities are most suited to you.

Most investors understand the key rule of not putting all your eggs in one basket. So, they typically protect their portfolio by diversifying with a wide range of investment products that can help them weather potential market storms.

In a similar way, you need to protect you and your family from any unexpected events that could derail your financial plan and negatively impact your lifestyle. Rather than take on these risks yourself, you could pass them on to an insurance company.

For many Canadians, their mortgage is often their largest debt and one of their greatest monthly expenses. Yet less than half seek the necessary advice to understand how it impacts their overall financial plan, according to a recent study conducted by IG Wealth Management, in partnership with Pollara Strategic Insights.