Snapshot
Put your financial plan to the test
Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to help you achieve financial well-being.
The Living Market podcast with host Philip Petursson
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Available now on your favourite podcast listening app.
Estate planning
What is estate planning? Hint: it’s a lot more than just making a will
Did you know that over half of Canadians don’t have a will? And that number jumps to 70% for younger Canadians (aged 18-34) and 66% for those aged 35-54. This is even more surprising given that almost 60% of Canadians think they have a good level of estate planning in place.
Insurance
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Globe Advisor’s Best of 2022: Top strategies for RRSPs and TFSAs
December 15 • Source: CNN
Canadian oilpatch likely to surpass 2022’s production record, but only slightly
Mar 23 2023 • Source: The National Post
Getting started is easy
Here’s what to expect from your initial conversation with an IG advisor; they will:
1
Understand what’s important to you: your values, concerns and goals.
2
Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.
3
Answer any questions you may have and establish our next steps.
Are you ready to connect with an IG advisor?
Let’s get started building your comprehensive financial plan today.
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