Local Events 


We are thrilled to host a number of small local events. If you're interested in attending, send us an email at Richard.wutzke@igpwm.ca.

Incorporated Professionals
May 30th, 2022
Doors Open & Refreshments: 6:30 PM
Presentation: 7:15 PM – 8:00 PM

An in-depth seminar for incorporated professionals on how to grow and access wealth from your corporation more efficiently and use business incorporation to maximize tax avoidance and deferral opportunities.

Estate Planning
June 27th, 2022
Doors Open & Refreshments: 6:30 PM
Presentation: 7:15 PM – 8:00 PM

We will share expert strategies to help create certainty for your future. Topics will include properly drafted wills and other critical components of an estate plan, and how to plan ahead to minimize the impact of tax on your financial legacy.

Charitable Giving
July 25th,2022 | August 29th, 2022
Doors Open & Refreshments: 6:30 PM
Presentation: 7:15 PM – 8:00 PM

A seminar to discuss charitable giving as a strategic part of your comprehensive financial plan – to help unlock tax-efficiencies and plan for the people and causes you care about.

Business Owners
September 26th,2022 | October 24th,2022
Doors Open & Refreshments: 6:30 PM
Presentation: 7:15 PM – 8:00 PM

This seminar will explain how to grow and access wealth from your business more efficiently. Topics include business incorporation to maximize capital gains exemptions, and how the 2018 tax rules influence your financial plan.

Agricultural Sector
November 28th,2022
Doors Open & Refreshments: 6:30 PM
Presentation: 7:15 PM – 8:00 PM

This seminar for farmers and fishers contains everything related to the concerns and challenges that people face working in the agricultural sector. It illustrates challenges and opportunities when it comes to maintaining and building wealth, such as unique tax rules for your business.


Upcoming virtual events


Upcoming events are currently being finalized. Email us at Richard.wutzke@igpwm.ca if you'd like to be notified when the next event is open for registration.

 

2025 Market Outlook webinar

2025 Market Outlook webinar
Thursday, January 16, 2025
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

What kind of impact will the U.S. election results have on the economy? Will interest rates continue to be cut? And are equities likely to see any growth?

Don’t miss this webinar to find out the answers to these questions and more. Join IG Wealth Management’s host Ashish Utarid, Assistant Vice-President of Investment Strategy, and speaker Philip Petursson, Chief Investment Strategist, as they discuss the following five themes for 2025:

• The global economy.
• Central bank policies.
• Fixed income.
• Equities and valuation.
• Post-U.S. election impact.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions.

Past virtual events

Breaking up is hard to do: financial planning through a separation or divorce

Breaking up is hard to do: financial planning through a separation or divorce
Thursday, November 7, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Do you know how much a divorce or separation could cost you? And do you know which strategies can help minimize the cost and stress related to a relationship breakdown?

Don’t miss our financial literacy month webinar to find out the answers to these questions and more. Join Melissa Leong and IG Wealth Management's Head of Financial Planning, Christine Van Cauwenberghe and Director of Tax and Estate Planning, Athenea O'Bryan as they discuss:

• Issues you should consider if you’re going through a separation or divorce.
• Strategies to help you understand how to protect assets from a possible future relationship breakdown.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.

Please note: the common law and family law rules differ between Canadian jurisdictions. We’ll discuss actionable tips that all Canadians may consider. However, it’s important to get expert legal advice specific to your province or territory, especially if you live in Quebec.

How would your business operate without you?

How would your business operate without you?
Thursday, October 10, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

As a business owner, you may have a hard time imagining how your company would operate without you. Learn how to give your business the flexibility you need should you be unable to lead it.

Don’t miss this valuable webinar to find out the answers to crucial risk management questions about how to protect your business. Join Melissa Leong and IG Wealth Management's Sheryl Troup, Assistant Vice President of Tax and Estate Planning, and Scott Woodburn, Assistant Vice President of Estate and Insurance Solutions, as they discuss:

• Why business owners need protection.
• Risk management solutions and tax efficient ways to implement them in your business.
• Corporate estate and business succession planning.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.

Higher mortgage rates: what’s the impact on your plan?

Higher mortgage rates: what’s the impact on your plan?
Thursday, October 3, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

What impact will high mortgage rates have on your financial plan? And what can you do about it?
Don’t miss this webinar to find out the answers to these questions and more. Join Melissa Leong and IG Wealth Management's Vice President of Mortgage and Banking Solutions, Shauna Clarke and Assistant Vice President of Investment Strategy, Ashish Utarid as they discuss:

• The economic outlook, as it relates to mortgages.
• The burden of high interest rates over a long period.
• How integrating your mortgage strategy into your financial plan will help you accomplish your short- and long-term goals.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.

Back to school: are we at an economic fork in the road?

Back to school: are we at an economic fork in the road?
Thursday, September 12, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Is now the time to take profits and rebalance your portfolio? How are the current trends in the economy impacting your financial plan?

Don’t miss this webinar to find out the answers to these questions and more. Join host Jacqueline Hansen and IG Wealth Management's Chief Investment Strategist, Philip Petursson as they discuss:

• Shifting consumer behaviour.
• The U.S. elections and their potential impact.
• The burden of high interest rates over a long period.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.