Eric Stemmler

Eric Stemmler Helping Retirees and Business Owners identify and solve complex financial problems so that they can lie with financial Clarity
CFP, RRC, MA. Kin., BA.

Kin.,
IG Wealth Management Inc. Mutual Fund Division Eric is a Financial Advisor with expertise in working with Business Owners and Retirees, with a strong focus on identifying and solving complex financial problems for which most people are not aware. Eric uses a family office approach with his team of Accountants, Lawyers, and other advanced financial planning specialists to help his clients un

derstand how to navigate the Canadian financial system in the most efficient manner possible.

►►► Are you a Business Owner who is wondering what the transition into Retirement looks like?
►►►Are you Retired and wondering whether you are maximizing tax strategies in retirement? Chances are you are busy building your business, fighting fires, dealing with the challenges of managing your team, and have been told by your existing advisor that your Retirement looks "JUST FINE" or that "YOU WILL BE OKAY". Most Business Owners and professionals spend long hours building their business and helping their communities, but lose sight of the BIG PICTURE when it comes to their personal financial situation. As a result, they often end up having ENOUGH to Retire, but don't have the best PLAN to avoid the many Tax Risks that present themselves. Have you thought about the following:
►Where will your sources of income come from when you retire? And what type of tax consequence do each of them have?
► What are the impacts to your business and personal plans, if you are unable to work in your
business?
►Are you using all tax efficient methods to ensure you are using all your hard earned business
income towards your personal future plans?
►Have you thought about business succession and how that impacts your tax, cash flow and
transition to retirement? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business
Financial Plan. The reality is Business owners get in business to achieve their life’s goal…be it retirement,
income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a
magnitude higher than most individuals (ie. Tax laws, Income splitting, business continuity planning, estate planning, family protection, passive income tax management, insurance, retirement planning, capital gains tax reduction, foreign asset, cash flow management, asset protection, employee protection, etc. If you would like to chat, please email me a [email protected]

05/28/2026

Out-of-pocket expenses are costs individuals pay themselves, which may be reimbursed by an employer.

05/27/2026

I call it vacation brain; that temporary mindset shift where normal spending rules feel suspended. You start saying things like, “It’s summer and we deserve it.” Or worse, “We’ll figure it out later.”

05/26/2026

Should philanthropic clients make significant charitable donations in their lifetimes or in their estates?

05/26/2026

Long-term bond yields are hitting multiyear highs.

05/25/2026

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

05/23/2026

The bank is monitoring employment data closely for signs of a material impact on the labour market.

05/22/2026

The least affordable prices in decades have turned a milestone of independence into a family affair

05/21/2026

Despite recent downsizing, tech companies are still hiring—they're just looking for a very different kind of engineer.

05/20/2026

Learn why building trust is the best thing you can do to win customers and outrun the competition.

05/19/2026

Title insurance protects against financial losses from defects in a property's title.

05/18/2026

Federal Reserve data shows 35-to-44-year-olds had a median annual household income of $86,473 in 2022. When broken down by worker, the median annual income in the age group as of 2025 was $72,020.

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245 Street Clair St
Chatham, ON
N7L3J8

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