WINNIPEG, MB, Jan. 20, 2021 /CNW/ - The pandemic has changed
the way that Canadians live and work – and presented a unique
opportunity to re-evaluate financial goals and plans – whether
related to their retirement, or as part of their overall financial
picture.
IG Wealth Management has highly knowledgeable financial planning
and wealth management experts. They are available to provide
insight and commentary on a wide variety of topics related to
retirement and financial planning as Canadians continue to navigate
the COVID-19 landscape, including:
- Why comprehensive financial planning can help Canadians prepare
for the unexpected
- The importance of family conversations around estate and
retirement planning
- Retirement income planning, saving and investing
strategies
- Retirement plan changes due to COVID-19
- Market volatility and retirement planning in 2021
- Tax strategies for individual retirement (including mass
affluent and high-net-worth investors and business owners)
Brent Allen, CFP,
FMA
Senior Vice-President, Financial Services, IG Wealth
Management
Brent is focused on leading key transformational
initiatives and strategy development support across IG's financial
advisor network. He is responsible for field practice support
functions including consultant education, training, change
management and diversity and inclusion initiatives.
Areas of expertise:
- The evolving role of the financial advisor through career
cycles and retirement for clients
- Best practices for intergenerational wealth management
- The value of advice and how it increases financial
well-being
- Client retirement trends and challenges
Christine Van Cauwenberghe
LL.B., CFP, TEP, RRC
Vice-President, Tax & Estate
Planning, IG Wealth Management
Christine provides advice to
high-net-worth clients on complex retirement, tax and estate
planning matters. She also manages a team of professionals,
including lawyers, notaries, accountants, and pension experts.
Areas of expertise:
- Wide range of issues related to retirement and the taxation of
individuals, couples, families, trusts and estates
- Intergenerational wealth transfer and succession planning
- Provincial laws related to estates, family property and
disability
- Blended families, common-law couples, separation and
divorce
Aurèle Courcelles, CPA, CMA,
CFP, TEP, RRC, FP Canada™ Fellow
Assistant
Vice-President, Tax & Estate Planning, IG Wealth
Management
Aurèle specializes in tax and estate planning
for individuals and owner-managed companies. He regularly provides
advice on the taxation of investment income in the context of
overall planning for clients' retirement and overall financial
futures.
Areas of expertise:
- Tax efficient retirement income strategies
- Saving for retirement – RRSP vs. TFSA: which is right for
you?
- Retirement planning for the small business owner
- Goal setting for retirement
*Note: Aurèle is bilingual (English and French).
Jack Courtney, B.A., LL.B.,
TEP, CFP®, FP CANADATM FELLOW
Vice President, Advanced
Financial Planning
Jack leads the Advanced Financial
Planning team at IG Wealth Management and coordinates planning
support for high-net-worth clients. He specializes in working with
owner-managers of private companies on issues relating to tax
planning, business succession, executive compensation and
trusts.
Areas of expertise:
- Tax strategies for small and medium-sized business owners
navigating through COVID-19
- Succession planning for private businesses
- Tax, estate and financial planning advice for high-net-worth
Canadians
Craig Hughes, LL.B., CFP,
TEP
Director, Tax & Estate Planning, IG Wealth
Management
Craig specializes in estate planning and
personal tax planning and provides support on registered retirement
plans and products.
Areas of expertise:
- Building a tailored retirement strategy from saving for
retirement, transitioning into retirement and after retirement
- Family-focused estate and tax planning
- The best ways to give in a tax efficient manner and how
charitable giving fits into your estate plan
- Effective use of registered plans such as RESP, RDSP, RRSP,
TFSA, DPSP and IPP
Jon Kilfoyle,
CFA
Senior Vice-President, IG Investments, IG Wealth
Management
Jon is responsible for the leadership and
strategic direction of IG Investments, which develops investment
solutions that are distributed through an exclusive network of
consultants aimed at helping Canadians achieve optimal financial
outcomes for retirement.
Areas of expertise:
- Investment products, pricing and performance
- Asset allocation and portfolio construction
- Managing your portfolio for retirement income
- Sustainable Responsible Investing
Mariska Loeppky, CPA, CA, TEP,
CFP
Director, Tax & Estate Planning, IG Wealth
Management
Mariska has extensive experience in providing
estate and retirement and corporate tax planning. She specializes
in advice for mid to large owner-managed companies in a variety of
industries.
Areas of expertise:
- Tax strategies for retirement, especially when selling a
business
- Corporate tax planning for private companies including
succession planning
- Real estate considerations for estate and retirement
planning
- Planning for individuals with cross-border issues
Gaetan Ruest, FSA,
FCIA
Vice-President, Data Science & Advanced
Analytics, IGM Financial Inc.
Gaetan leads a team of
technical experts who transform data and research into actionable
insights using advanced analytics and artificial intelligence
capabilities.
Areas of expertise:
- The science of financial well-being and investor behaviour
during market volatility and when preparing for retirement
- Canadian financial planning and retirement saving trends
- Behavioural finance in relation to retirement and estate
planning
*Note: Gaetan is bilingual (English and French).
About IG Wealth Management
Founded in 1926, IG Wealth
Management is a national leader in delivering personalized
financial solutions to Canadians through a network of Consultants
located across Canada. In addition
to an exclusive family of mutual funds and other investment
vehicles, IG offers a wide range of other financial services. IG
Wealth Management has over $103
billion in assets under management as of December 31, 2020 and is a member of the IGM
Financial Inc. (TSX: IGM) group of companies. IGM Financial is one
of Canada's premier financial
services companies with approximately $240
billion in total assets under management as of December 31, 2020.
SOURCE IG Wealth Management