Perspectives on Wealth Webinar Series

Join us for an exclusive webinar series featuring live discussions with IGM thought leaders. Our experts will offer their perspectives, insights and financial planning strategies across a range of trending topics, related to COVID-19 and beyond. Each session includes an interactive audience Q&A period.

Register Now & Watch On-Demand

 

Upcoming Virtual Events


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

 



Past Virtual Events

2024 mid-year market update

2024 mid-year market update: Resilient global economy calms recession concerns
Thursday, June 13, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Are you wondering if the expected soft landing will ease inflation and reduce the chances of a recession? Or how the current trends in the economy are impacting your financial plan?
Don’t miss this webinar to find out the answers to these questions and more.

Join IG Wealth Management's Ashish Utarid, Philip Petursson, and Aurèle Courcelles as they discuss:

• How could the proposed capital gain inclusion rate increase affect your financial plan?
• Divergence: economic growth, central bank rates and currency.
• A soft landing: where are we in the economic cycle?
• Commodities and the opportunity they offer for Canada.

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

Webinar replay — Phyllis' dementia story: I am still me

Webinar replay — Phyllis' dementia story: I am still me
Thursday, June 6, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

In this webinar replay, join passionate Alzheimer and dementia advocate, Phyllis Fehr as she shares her journey with IG Wealth Management’s Vas Pachapurkar and Christine Van Cauwenberghe. They discuss Phyllis’s refusal to bow down to dementia and ways to cope with and proactively plan for a dementia diagnosis. Phyllis also shares how dementia impacted her family members.

This session covers:

•    Recognizing the early stages and symptoms of dementia.
•    Why advocacy is so important: “I am still me”.
•    Financial planning to support living with dementia and maintaining levels of independence.

There will also be a live virtual Q&A to answer some of your questions.

A mortgage strategy: why it matters in the time of rising rates

A mortgage strategy: why it matters in the time of rising rates
Thursday, April 11, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

With interest rates now roughly twice as high as they were five years ago, how will the significant increase in mortgage costs impact your lifestyle, savings and future goals?

And, perhaps more importantly, what can you do about it?

Join Shauna Clarke, Vice President, Mortgages and Banking Solutions and Ashish Utarid, Assistant Vice President, Investment Strategy as they talk about the benefits of a mortgage strategy built around you and how to integrate it into your overall financial plan.

This session will cover:
•    Housing market economic outlook
•    What is the impact if your mortgage is coming up for renewal in the next two years?
•    Why integrating your mortgage strategy matters from a financial planning perspective.

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

Tax Refunds: Why it’s better not to get one

Tax Refunds: Why it’s better not to get one
Wednesday, March 7, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Join Herp Lamba, Senior Vice President, Head of Business Development and Craig McIntyre, Director Tax & Estate Planning, Advanced Financial Planning as they discuss tax advice that could help optimize your income tax return with Revenue Canada.

This session will cover:
- Tax refunds, and why it’s BETTER not to receive one
- The differences between a tax deduction and tax credit
- How to reduce your income tax deductions at source
- What should you do with the extra dollars in your monthly income

There will also be a virtual Q&A at the end of the discussion.