Cody McLean - IG Wealth Management

11/05/2025

We just released our eighth annual Financial Confidence Index, which measures how Canadians feel about their personal financial situation. The latest edition of the Index reveals just how resilient we are.

For the first time since 2021, Canadians’ financial confidence rose above the historical average. At the same time, they are expressing serious concerns about the broader economy, including our relationship with the US, inflation and the potential for a recession in 2026.

The results also highlight a major opportunity for our industry to capitalize on new trends in AI and other technologies to continue delivering best-in-class advice to clients and help build their financial well-being. Read more about this year’s Index: https://ow.ly/OF2i50XnbgF

11/05/2025

https://www.ig.ca/en/insights/2025-federal-budget-highlights

The Canadian government presented the 2025 federal budget on November 4, which contained several proposals of interest to Canadians. Here are the highlights:

08/26/2025

Discover how a Henson Trust can help reduce taxes on large gifts made to people with disabilities. https://ow.ly/qXo650WKgOL

02/17/2025

02/07/2025

https://www.ig.ca/en/media-room/media-releases/ig-wealth-management-fundgrade-a-awards-2024

11/11/2024

Thank you to our veterans and members of the armed forces for your bravery and sacrifice to ensure Canada's peace, freedom, and safety. In peace, may they rest. Lest we forget.

11/07/2024

We're proud to be recognized at the 2024 LSEG Lipper Fund Awards, winning seven individual fund awards. These awards reflect our ongoing commitment to improve the financial well-being of our clients. Learn more. https://ow.ly/3cE750U2feJ

11/04/2024

What does your retirement paycheck look like before and after taxes? If you have questions about the impact of taxes and how to safeguard your income into retirement. Perhaps wondering about your investments, leaving a legacy, or would like to understand your pension better. Don't hesitate to attend!

I invite you to register to my seminar this Wednesday. We still have spots available to attend. See the link to register below👇

https://bestretirementworkshops.com/in-person-seminar/canadian-taxes-and-retirement-free-in-person-workshop-in-chatham/

If you can not attend bur still would like some questions answered you can always email or cl me to book a one on one.

📱519-365-6213
📧[email protected]

We are committed to keeping personal information confidential. The information collected above may be used by Best Retirement Workshops or Gustin Quon and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other i...

10/28/2024

How much income tax will you pay on rental income? What tax deductions on rental property are available? And how does capital gains tax on rental property work? Read More: https://ow.ly/8kcb50TMCmn WealthManagement

10/01/2024

Through our partnership with ClearEstate, as an IG client, you’ll have access to leading-edge, comprehensive and affordable estate planning and administrative services, including an easy process for creating your will. It’s one more way we help you prepare for life’s significant moments and help ensure the people and causes you care about are taken care of.

07/22/2024

Life Insurance- NOW IS THE TIME TO GET A QUOTE

For those who know me personally know I have two daughters. So, in my most professional and parental opinion if you have kids, a mortgage/debt, or have someone who would financially suffer without your income to support the household.

YOU need insurance. But how much is enough? What age or stage of life should you review your insurances and seek advice? How much does it cost?

I'm here to help any of those around me, friends or otherwise get a full insurance analysis done to determine your need. I broker living benefit and death benefit insurance. Simply meaning, I'll do the shopping around for you and present a solution for life insurance that will be cost saving and the right policy for your situation.

Call, email or text me if you have questions or want to sit down in my office to meet. There is no cost to have a consultation.

519-365-6213
[email protected]