Zukiwski Group Wealth Management

Zukiwski Group Wealth Management Andrea Zukiwski
Senior Financial Consultant, IG Wealth Management Inc. Erin Zukiwski
Associate Consultant, IG Wealth Management.

Andrea is a CERTIFIED FINANCIAL PLANNER (CFP) professional, and Chartered Life Underwriter (CLU). Ken is also a Certified Financial Planner (CFP) professional, and Certified Professional Consultant on Aging (CPCA). Our business philosophy is quite simple: we strive for excellence in providing completely confidential, comprehensive and customized financial services. Our standards are high because w

e fully understand that totally satisfied clients are the very best source of future business and referrals. Our financial planning process develops a comprehensive strategy meeting the long-term dreams and goals of our clients. We focus on the end result, not short-term gain. Our services are continuous and responsive, because laws, circumstances, and the economic environment are constantly changing. By developing personal relationships and understanding the underlying issues, we have successfully helped many people just like you meet their goals.

06/01/2026

Your TFSA is one of the most powerful tools available to Canadian investors.

But we see a few common mistakes over and over again:

4. Using it like a savings account instead of investing it.

3. Over-contributing and triggering unnecessary penalties.

2. Withdrawing funds without understanding how and when contribution room is restored.

1. (The biggest one!) Not using it at all.

The TFSA offers tax-free growth, flexibility, and can play an important role in your overall financial plan.

But like most financial tools, its value comes from using it intentionally, not just having one.

If you’re not sure whether you’re making the most of your TFSA, it may be time for a review. Book a 15 minute financial clarity session with us in the link in bio and let’s chat.

This content is for general information only and isn’t personal financial advice.

05/28/2026

One of the most important parts of a financial plan has nothing to do with investing.

It’s having money set aside for the unexpected.

A good emergency fund isn’t there to grow, it’s there to create stability, flexibility, and peace of mind when life doesn’t go according to plan.

And for most people, that starts with understanding what your real monthly expenses actually are.

Because clarity always comes before strategy.

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This content is for general information only and isn’t personal financial advice.

Different communication styles.Same message.(And honestly… both are right.)😂
05/22/2026

Different communication styles.
Same message.

(And honestly… both are right.)

😂

05/21/2026

One of the most helpful things you can do for your investments?

Stop checking them every day.

Even as a financial planner, I don’t watch my accounts daily, because short-term movements aren’t where real progress happens.

Markets move. Headlines change.
But long-term strategy is what actually builds wealth.

The more you zoom out, the clearer it becomes.

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This content is for general information only and isn’t personal financial advice.

The latest economic update introduced a number of changes, but not all of them will meaningfully impact your financial p...
05/12/2026

The latest economic update introduced a number of changes, but not all of them will meaningfully impact your financial plan.
What matters most is understanding which ones apply to your situation, and how they fit into your longer-term strategy.

From increased flexibility for home buyers, to small shifts in payroll deductions, to new opportunities for business owners, thoughtful planning remains key.

If you’re unsure how these updates affect you, it’s always worth having the conversation. Book a free 15 minute money clarity session in our bio link.

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This content is for general information only and isn’t personal financial advice.

04/28/2026

Your first $100K matters more than you think.

Not because of the number itself, but because of what happens after.

5% on $10K is $500.
5% on $100K is $5,000.

Same return. Very different impact.

That’s the power of building a strong foundation early and letting compounding do more of the work over time.

If you’re in the early stages of building wealth, focus on consistency. Momentum follows. We’re happy to chat more with you on this - book a free 15 minute money clarity session in our profile link.

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This content is for general information only and isn’t personal financial advice.

04/16/2026

One of the greatest gifts in my career has been having my sister, Erin, as my partner in business.

Working together means our clients benefit from two perspectives, thoughtful collaboration, and a shared commitment to helping families feel confident about their financial future. We challenge each other, support one another, and always put our clients’ best interests first.

At the heart of it all is trust. The same trust we’ve built as sisters is the foundation of the relationships we create with the families we serve.

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This content is for general information only and isn’t personal financial advice.

Spring cleaning your finances isn’t about cutting back, it’s about refining the habits and systems that quietly shape yo...
04/14/2026

Spring cleaning your finances isn’t about cutting back, it’s about refining the habits and systems that quietly shape your financial life.

From unnoticed “invisible upgrades” to outdated digital accounts, small adjustments can lead to greater clarity, efficiency, and long-term progress.

Whether you’re optimizing an established financial plan or just beginning to take a closer look, these overlooked areas can make a meaningful difference.

If you’re ready to bring more clarity to your financial life, we’d be happy to start with a conversation - book a free 15 minute money clarity session in our link in bio.

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This content is for general information only and isn’t personal financial advice.

04/09/2026

A thoughtful estate plan isn’t about dividing things equally.
It’s about ensuring they’re fair.

Because every family and every situation is different.

When planning your estate, it’s not just about assets.

It’s about relationships, expectations, and what you’re leaving behind for the people you care about most.

The right plan can help prevent confusion, conflict, and difficult conversations down the road.

We’d love to chat more about this with you. Set up a free 15 minute call in our link in bio to connect.

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This content is for general information only and isn’t personal financial advice.

Address

1111 International Boulevard #600
Burlington, ON
L7L6W1

Website

https://fancy-night-33859.myflodesk.com/rrsptfsaguide

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