Winnipeg, MB – February 7, 2025 – IG Wealth Management (“IG”) today announced that 11 of its investment solutions have been recognized with 2024 Fundata FundGrade A+® Awards. These awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores throughout the previous calendar year.
Getting your spouse and kids to agree on an approach to money can be tricky. These strategies can help get your whole family aligned.
Many investors struggle to keep their emotions in check when making investment decisions. After all, we’re human beings; our instincts often dictate our behaviour, even in the face of hard facts and rationality. These four strategies can help you to avoid making impulsive decisions and keep your financial plan on track.
While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency.
It’s rather easy to sum up 2024. “It exceeded expectations” is the most obvious way to put it. Even the most optimistic projections were well shy of the eye-catching gains investors experienced across equity and fixed income markets in 2024. Positive market surprises shouldn’t come as too much of a shock though, as the markets have a way of making forecasting the year ahead a futile and frustrating exercise. The markets don’t operate on a timeline dictated by forecasts, which is why we prefer to focus on the trends with any forecast, rather than try and hit the bullseye.
When most of us think of year-end tax planning, we typically consider our personal situation. Yet, there are many tax opportunities for business owners to explore as we near the end of another calendar year.
As you begin to get ready to prepare your 2024 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle.
An investment portfolio review to identify tax planning opportunities before the end of the year is always a wise decision. In this article, we’ll discuss the concept of tax loss selling, how it works and how to ensure losses you trigger can be claimed as intended.
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.
With the end of the year fast approaching, Canadian taxpayers will want to consider all the tax planning opportunities available to them. Which year-end planning strategies apply to you will depend upon your specific circumstances and objectives. The IG Wealth Management Year-end Tax Planning Checklist can help you understand what opportunities are most suited to you.
Selling a business is a significant decision, often marking the culmination of years, if not decades, of hard work, perseverance, and dedication. The process can be complex and emotionally charged, and being well-prepared is key to ensuring a smooth transition and achieving the best possible outcome. This article will provide a detailed checklist to help guide medium-sized business owners through the necessary steps in preparing for the sale of their business.
Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share ownership options. Another common benefit is company life insurance (known in the industry as group life insurance).