Planning Your Financial Future

Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denial

Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial fun

Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new again

Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyone

Divorce planning / The spender and the saver / Buying a car? / Mailbox

Philip Petursson - Chief Investment Strategist - IG

Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. Investments

Budget breakdown / First time home buyers / Home equity / Captial gains tax

RDSP & ODSP / Capital gain reserves / Tax refund, to get one or not? / Investor behavior

RESP strategies / My CRA account / Cyber fishing attacks / Tax tips for 1st timers

Dollar cost averaging / Time in the market / Life insurance myths / Tax tips

Special guest: Jill Archer Regional Insurance & Insurance Specialist I.G.

FHSA strategies / Planning is like a box of chocolatesc / FOMO & the irrational investor / Improve your investment success

Finacial spring cleaning / Retirement withdrawal strategies / Retirement myths

Financial planning for doctors / Tax time! / TFSA pitfalls / Canada Pension Plan

Estate Planning Special guest: Jill Koehler I.G. - Regional Estate & Insurance Specialists

Reasons why financial reviews are essential / Financial planning calculators / Are you average? / Financial calculators cont.

Housing & mortgage rates / To RSP or Not? / Financial Family Day conversations with your 20-year-old / Reasons not to RSP this season

Divorce planning / Retirement / Football & personal finance / Power of attorney

Special guest: Jill Koehler I.G. - Estate and Insurance specialist

Special Guest-Philip Petursson I.G. - Chief Investment Strategist

The great wealth transfer / Tax efficient retirement paycheck / Bitcoin / Gift cards

Financial readiness for new parents / 2023 predictions come true? / Credit cards / Don't blame the Boomers!`

Time in the market / What the 1% do / 2024 financial goals / TFSA time

Special Guest-VP of IG Hamilton

Year End Tax Planning / What Is Estate Planning? / Year End Planning To Do List / 5 Lessons From That Late Charlie Munger

What is a financial plan? / Charitable giving / CPP enhancements / 5 tips for a credit free Christmas

Year End Income Planning / Investment Returns / May To December Financial Challenges / Merit Or Luck

First time home buyers / Financial literacy month / Financial literacy month cont. / Financial literacy month cont.

Scams! - Beware! / Stock market expectations / Movember awareness / CPP & OAS enrollment

Top 6 retirement concerns you can't afford to ignore / Ins and outs of old age security / How would you rate your advisor / Crisis de jour

Financial planning myths / Is your net worth scary? / Halloween spending / Dead celebrity earnings

Death insurance / The good, bad and ugly of inflation / The good, bad and ugly pt. 2 / 5 ways to help grandchildren.

Special Guest-Philip Petersen I.G. Chief Investment Strategist

Gift vs loan / Wrapping up your financial plan / Impact of debt on students / Joy of semi-retirement

Housing market update / Parts of Retirment you're already paying for / Scared to spend in retirement / Best places to retire in Canada

Real estate vs. equity investing / Retirement costs vs. current income / Transparency / Disability tax credits

RESPs / Retirement roadmap / Golden rules of investing / What happens when spouse gets inheritance?