Events and Seminars

We have various virtual events educational seminars coming up in 2023. There is no cost to attend and you can attend as many as you want. Simply email brianne.lunn@igpwm.ca and she will get you registered and send you the link to join.

BUSINESS OWNERS

Learn how to grow and access the wealth from your business more efficiently, why organizational structure matters, and how tax rules influence your financial plan.

INCORPORATED PROFESSIONALS

Get real-life examples and expert advice on incorporating your business and maximizing capital gains exemptions and tax deferral opportunities.

PLANNING FOR RETIREMENT

Learn how to determine your retirement and spending needs, maximize contributions, and determine the right strategy for your situation.

ESTATE PLANNING

Get expert insights and strategies for a well-structured estate plan, to help create certainty for your future.

SPECIALIZED FINANCIAL PLANNING FOR WOMEN

Get insights on the unique financial concerns and opportunities facing women and finances today.

CHARITABLE GIVING

Learn more about maximizing the benefits of charitable giving, to help you plan for the people and causes you care about

Past Virtual Events

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

Seven financial mistakes you don't know you're making.

Seven financial mistakes you don't know you're making
Thursday, November 17, 2022
3 p.m. CST

Join this webinar with financial expert Melissa Leong and our panel of speakers as they discuss how Canadians can make the most of your wealth by avoiding common financial mistakes they may not know they're making.

The session will cover:
- How can you avoid common finacial mistakes.
- How can you make most of your wealth.

This virtual event will be offered in English. We will also have professionals within their fields who can answer questions via the live Q&A chat.

Retirement and estate planning for business owners

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

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.

Mid-Autumn festival celebration on Zoom

Special guest and award-winning pastry chef Mickey Zhao will share with us the art of making mooncakes and tell his success story behind building Saint Germain Bakery. The event will be hosted in Mandarin Chinese by Fairchild TV personality Suiki Zhang. You don’t want to miss this exciting celebration of Chinese culture!

Perspectives on Wealth: Helpful tips for modern families

For members of blended families and people in common-law relationships, estate planning may not always be as straightforward as it seems. Please join Melissa Leong and Christine Van Cauwenberghe for an important discussion featuring helpful financial tips for blended families and common-law relationships. We will also have experts who can answer questions via the live Q&A chat.