Financial planning myths, there are several.

Our latest blog debunks Myth #1 namely that tax refunds are something to celebrate.

Click on the link below to discover why a substantial tax refund may not be as beneficial as commonly believed, and delve into the advantages of not receiving one.

https://www.shopstalbert.com/investorsgroup/?listing.action=blog

#financialliteracy #financialplanning #mythsdebunked #igwealthmanagement #sunshinepawchuk #taxrefund #taxplanningstrategies #taxplanning Jun 14, 2023 @ 12:49 PM

Can we shop our way out of a recession? Consumers in Canada are giving it their best shot.

This article published by the Globe and Mail outlines the tug-of-war between increased consumer spending and the Bank of Canada's efforts to suppress inflation.

Read the article here: https://www.shopstalbert.com/investorsgroup/...

* Article credit: Jason Kirby Jun 02, 2023 @ 1:22 PM

As many of you know we are huge supporters of the annual IG Walk for Alzheimer's and we are sad to share the following announcement but at the same time, commend IG Wealth Management and the Alzheimer's Society for putting the health of Albertans first.

We thank all of you who have signed up to volunteer and participate. All donations will still go directly to the Alzheimer's Society and generate tax deductible receipts for donations above $25.

Announcement:

As you may know, Alberta is currently facing a series of wildfires resulting in poor air quality which raises safety concerns for outdoor activities. The safety and well-being of our participants, staff, volunteers, and community members remain our highest priority. With this in mind, we are postponing the IG Wealth Management Walk for Alzheimer's event in all locations in our region (in Alberta and Northwest Territories).
We made this decision after very careful consideration and in consultation with our Senior Leadership Team, Alzheimer Society of Canada, and Executive Members of the regional IG Wealth Management team (our sponsor). May 24, 2023 @ 2:14 PM

The entrepreneurial spirit has never been this elevated! Learn how our team of professionals at IG Wealth Management in St Albert can help you understand the risks as well as some key strategies as you embark on business ownership!

Click here:

Business Ownership at http://shoplocal.ly/01YTLm May 20, 2023 @ 1:22 PM

A vacation property is not only a financial asset, but also an emotional one.
Join our webinar on May 11th, 2023 at 12 p.m. MT to learn about the financial considerations that should go into handing down a vacation property to a loved one.

Topics include:
• How to manage capital gains on a vacation property.
• Difference between principal and recreational properties.
• Joint ownership or gifting of a property.
• Tax considerations on a U.S. vacation property.

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

Register now to attend the webinar and gain insight on this important topic.

Message me for the registration link. 🙂 Apr 26, 2023 @ 11:18 AM

Thank you for supporting me in raising awareness and funds that will make a difference in the lives of people living with dementia, their caregivers, and families.

I'm participating in the IG Wealth Management Walk for Alzheimer's in Edmonton on May 28th to help raise money on behalf of the Alzheimer Society, so they can meet the growing demand for programs and services. These and other resources make all the difference in the way that people affected by dementia are able to manage the disease and live life to the fullest.

Thank you for whatever donation you can make. No matter how small or big, you are making a difference in the lives of people affected by dementia.

Donate now! https://bit.ly/3UtcKQt

Thanks in advance!

#walkforalzheimers #igwealthmanagement #sunshinepawchuk Apr 11, 2023 @ 8:41 PM

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

IG Wealth Management is a proud partner of the Alzheimer Society and as part of the IG Empower Your Tomorrow community program, we are committed to increasing the financial confidence of all Canadians.

Read more and learn how to register here: https://www.shopstalbert.com/investorsgroup/?listing.action=blog Mar 21, 2023 @ 6:23 PM

5 Things to Do Now to Propel Your Business in 2023!

Entrepreneurship. Day after day it has become a leap of faith.

As economic uncertainty abounds, the leap may feel like a dive from a steep cliff!

For entrepreneurs, rolling with the punches can take months.

Read our latest blog to learn 5 actions entrepreneurs should do now to thrive in 2023 despite the challenges!

https://www.shopstalbert.com/investorsgroup/?listing.action=blog Jan 02, 2023 @ 7:35 AM

Real financial advice is about more than just investments.

See how the IG Private Wealth Management team guided the Bandstras through the sale of a business and beyond; helping turn their retirement, estate, and giving goals into real plans.

Watch now: http://ow.ly/2Uje50M3EaO

#retirementplanning #investmentplanning #estateplanning #IGWealthManagement #sunshinepawchuk Dec 17, 2022 @ 3:51 PM

As we move toward the end of the year, we approach the season of giving.

Many Canadians increase their charitable giving during this period. However, not everyone is maximizing their giving in the most tax-efficient way.

Whether it's a continuation of donations made throughout the year, or an initial donation, there are several strategies to consider when donating prior to the end of the year.

Read our latest blog to learn more about the strategies that can help maximize your tax credits.

Click here: https://bit.ly/3UTRAcZ Dec 12, 2022 @ 2:45 PM

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