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


Throughout the year, we host a variety of virtual events at no cost to you. If you're interested in attending any of the events below, send us an email at Richard.wutzke@igpwm.ca and let us know which one.

Finances and Dementia

Finances and Dementia: Advice for the Journey
Thursday, April 20, 2023
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 1 pm AT | 2:30 pm NL

Today, there are more than 600,000 people living with dementia in Canada. By 2030, we can expect this number to be close to 1 million. Apart from the emotional and mental health impact, costs for people with dementia are 5.5 times greater than for individuals who have not been diagnosed with the condition. The seniors, parents and grandparents of our communities often face unique financial challenges that come with age. For those facing the journey with dementia, the need for advice has never been greater.

Join Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management, and Dr. Sarah Main, Research Scientist, Alzheimer Society of Canada for this interactive webinar.

Together they will provide:

- Tips and tools for wealth planning for aging individuals
- Advice for caregivers and people living with dementia
- Tax considerations and resources available for Canadians

 



Past Virtual Events

 

Succession planning in the agriculture sector

Succession planning in the agriculture sector
Thursday, March 9th
1 PM CT

Agriculture can be a rewarding, yet challenging career. People in the sector face specific issues when planning their business' succession. IG Wealth Management is proud to support Canada's agricultural sector with advice that's tailored to its unique business needs. Join our expert panel as they discuss how to set your agricultural business up for future success.

This session will cover:  
- Starting the conversation on a successful farm transition
- Retirement considerations 
- Risk management for your agriculture business
- Virtual Q&A session after the panel discussion.

How to navigate today's top five retirement challenges

How to navigate today's top five retirement challenges 
Thursday, February 23, 2023
11 a.m. PT | 12 p.m. MT | 1 p.m. CT | 2 p.m. ET | 3 p.m. AT | 3:30 p.m. NL

Whether you’re five years out from retirement or 15, there are significant forces and trends you may not be aware of that may affect your plans.

Join our host, financial planning author Melissa Leong, and expert panelists Philip Petursson, Chief Investment Strategist, and Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. They'll be covering the key questions and misunderstandings many Canadians have about retirement and reveal how your retirement plan can thrive during these volatile and uncertain times.

This is sure to be an informative and entertaining session. Our panel of experts will tackle your questions about:

- The main challenges retirees and pre-retirees face.
- Why your current approach to retirement might not be sufficient.
- How to remedy your current shortfalls.

Navigate the Peaks and Troughs.

Navigate the Peaks and Troughs
Thursday, January 19, 2023
11 a.m. PST /12 noon MST / 1 p.m. CST/ 2 p.m. EST / 3 p.m. AST / 3:30 p.m. NSL

Invite clients and prospective investors to this January webinar featuring Chief Investment Strategist,
Philip Petursson, hosted by acclaimed business journalist, Amanda Lang. This 2023 Market Outlook 
year-opener session is one you do not want to miss.

The session will cover:
- What might investors expect 
- Trends to watch closely in 2023

Live Q&A chat with a panel of experts

Retirement and estate planning for business owners

Retirement and estate planning for business owners
Tuesday, October 18, 2022
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Join our Chief Investment Strategist, Philip Petursson, as we look at the market for the remainder of 2022 and early 2023.

Join our expert panel as they discuss questions business owners should be asking themselves about retirement and estate planning for their private businesses.
The session will cover:

- Five key questions that business owners should ask themselves to guide their planning
- How to monetize the value of their business in retirement
- Solutions to maximize their estate values

Trends that dominate the investment landscape

Trends that dominate the investment landscape
Thursday, September 8, 2022
11 am PT | 12 pm MT | 1 pm CT | 2 pm ET | 3 pm AT | 3:30 pm NL

Join our Chief Investment Strategist, Philip Petursson, as we look at the market for the remainder of 2022 and early 2023.

Topics covered in this session include:

- Market drivers year to date, and how that sets us up for the fall
- What the U.S. mid-term elections may mean for the markets
- Inflation outlook and central bank policy
- Where we are in terms of a recession risk
 
This virtual event will be offered in English with live French closed captioning. There will also be a virtual Q&A session where Philip will answer audience questions live.