Faye Afshar IG Private Wealth Management

Faye Afshar IG Private Wealth Management Executive Financial Consultant, Investors Group Financial Services Inc. She is a member of IG Private Wealth Management.

Faye joined IG Wealth Management in 1994 after 17 years in the banking industry as a Manager and the head of the auditing department. She has a Bachelor's degree in Business & Accounting, completed her Level Four Certified General Accountant (CGA), and is a CERTIFIED FINANCIAL PLANNER professional (CFP) as well as REGISTERED RETIREMENT CONSULTANT (RRC). With her commitment to updating knowledge, i

ntegrity, passion and commitment to servicing clients she has qualified for President's Club (top 3% of IG Wealth Management Consultants) in 2000-2003, 2005 and 2008, and President's Elite (top 1% of Investors Group Consultants) in 2004, 2006, 2007, from 2009 to 2022. Faye focuses her practice on tax and retirement planning and uses her extensive knowledge and experience to help clients achieve their financial goals. She believes it is essential to keep clients well informed of the ever-changing markets, products and services in order to take advantage of opportunities as they present themselves

Suppose you have an investment in your portfolio that has declined in value. You still own it, so you have an unrealized...
11/09/2023

Suppose you have an investment in your portfolio that has declined in value. You still own it, so you have an unrealized capital loss. You could take advantage of this loss by selling the investment and then applying the capital loss against capital gains. Our tax law will only allow use of those capital losses by applying them against capital gains – not other income. https://www.advisorstream.com/read/your-investment-loss-could-be-your-spouses-tax-gain/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjoyOTEyMSwicHJldmlldyI6ZmFsc2UsImNvbW1faWQiOjg3NzE4MTQsImRlc3RfaWQiOjExMTg4NjE0LCJyZWFkZXJfaWQiOm51bGwsInBlcnNvbmFfcHJldmlldyI6ZmFsc2V9.G9bX_01McgMXZP4xU-1pYHoOQCW6UL1_AfzKmcXpR8s

The Bank of Canada’s decision this week to hold its benchmark interest rate steady at five per cent as it attempts to ba...
10/31/2023

The Bank of Canada’s decision this week to hold its benchmark interest rate steady at five per cent as it attempts to battle inflation was welcome news for many. But the effects of both higher interest rates and inflation on the tax system will be felt in the new year in at least a couple of ways based on recent economic data available over the past week or so. https://www.advisorstream.com/read/inflation-interest-rates-will-have-a-surprising-effect-on-your-taxes-next-year/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjoyOTEyMSwicHJldmlldyI6ZmFsc2UsImNvbW1faWQiOjg2OTA5NDYsImRlc3RfaWQiOjExMTE5NTU4LCJyZWFkZXJfaWQiOm51bGwsInBlcnNvbmFfcHJldmlldyI6ZmFsc2V9.zECDoxUqtr6OTUTkHnljQPwTwMbtSJyMSZnfXhLb3rY

Amid the whirlwind of surging interest rates, talk of a recession and exploding mortgage and rent payments – not to ment...
10/26/2023

Amid the whirlwind of surging interest rates, talk of a recession and exploding mortgage and rent payments – not to mention daily headlines about global crises – many Canadians feel as though they’re in a state of numbness. This numbness, and a longing for the “normal” of yesteryears may translate into financial paralysis. https://www.advisorstream.com/read/overwhelmed-by-all-the-negative-news-you-might-need-financial-therapy/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjoyOTEyMSwicHJldmlldyI6ZmFsc2UsImNvbW1faWQiOjg2NzgyODUsImRlc3RfaWQiOjExMTAzNTQ3LCJyZWFkZXJfaWQiOm51bGwsInBlcnNvbmFfcHJldmlldyI6ZmFsc2V9.m1sFlRhUy1-PwBNy1gdoR1zS_DMSJ3_OFbtQfVXCl-w

Address

102, 8905/51 Avenue
Edmonton, AB
T6E5J3

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