FREE Webinar*
Canadian Tax & Retirement Planning
September 9, 2024*
45 minutes
*Webinar will be available for two weeks
*Webinar will be available for two weeks
Daniel brings a wide range of industry experience to clients. Before joining IG Wealth Management, Daniel worked in the Insurance and Hedge fund industries. With a Business Administration background from Southern New Hampshire University, Daniel is able to understand and relate business and financial planning at a unique level.
Zachary brings a strong background of corporate and personal financial planning. Before joining IG Wealth Management Zachary specialized in working with Doctors, Business owners, and Executives to achieve their financial planning goals through a combination of tax, investment, and insurance strategies.
How to prevent losing half your RRSP’s/RIF’s to taxes and other tax minimization strategies.
Retirement cash flow planning while offering legacy and estate planning strategies.
Market updates and ways to mitigate risk and align your investments for sustainable, long-term growth.
This is a general source of information only, believed to be accurate as of the date of publishing. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. For more information on this topic or any other financial matter, please contact an IG Consultant. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by the Canada Life Assurance Company. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
