Liz Leckie, CFP- IG Wealth Management

06/11/2026

The family cottage is often one of the most emotionally valuable assets a family owns.

But cottage succession planning isn’t just about taxes.
Yes, capital gains can create a significant tax bill. We’ve seen families forced into an unwanted sale because the tax implications were ignored for decades.

But often the bigger challenge is people.

Not every child wants ownership.
Not every child lives close enough to use it.
Not every child can afford the ongoing costs.

And what works for three siblings may not work for eight or ten grandchildren in the next generation.

The goal isn’t simply to keep the cottage in the family forever.

The goal is to create a plan that protects both the asset and the relationships around it.

The best time to discuss:
✔️ Who wants the cottage
✔️ How expenses will be shared
✔️ What happens if someone wants out
✔️ How taxes will be funded..is before those decisions become urgent.

Have you had the cottage succession conversation yet?

05/28/2026

A normal financial advisor will tell you to stay on budget.

As CFP® professionals, we build margins in planning so that when life costs a little more than expected… it doesn’t derail the plan. ✈️

And occasionally, the best returns aren’t found on a statement.

They’re measured in:
• Core memories
• Family photos you’ll actually print
• Kids talking about “that trip” for years
• And forgetting what day it is for a week

Take the $5,000 vacation.
Because somehow that $7,000 trip becomes the best $10,000 you’ve ever spent anyway.

Financial planning isn’t about saying no to life, it’s about confidently living it.

www.leckieprivatewealth.ca

05/15/2026

A big thank you to the Rotary Club of Acton Ontario for all the good they do in our community!

A huge thank you to our 2025/2026 Rotary Club sponsors!

These businesses and organizations play a vital role in helping our club make a real difference in the community. Their support fuels everything from hands-on service projects to programs that improve lives locally.

Please join us in recognizing -and supporting- the sponsored features on our banner. We’re proud to partner with organizations that care about community as much as we do.

Together, we’re making good things happen.

05/14/2026

One of the most common RESP questions we get:
“How much grant room does my child actually have left?”

And honestly, it can get complicated fast.

Accounts may have moved between institutions, grandparents may be contributing, divorced parents may each have separate RESPs, and sometimes the tracking doesn’t carry over properly.

Here’s the direct resource to verify it 👇
📞 Call: 1-888-276-3624
(Have your child(ren)’s SIN numbers ready)

You can confirm:
• Lifetime CESG grant amounts received
• Remaining grant room
• Contribution history tied to the beneficiary

A simple call can help avoid overcontributions and make sure you’re maximizing available grants for your child’s education savings.

05/13/2026

$2 trillion in wealth is expected to transfer to women in Canada by 2030 🇨🇦

For the first time in history, women are projected to control nearly 50% of the country’s wealth — through inheritance, divorce, entrepreneurship, and wealth creation of their own.

Not to mention a much larger shift globally -with more than 100 trillion expecting to shift. (Approximately 40% of all investable wealth).

But with that shift comes a new challenge.

Many women are inheriting wealth without ever having been part of the financial conversations before.

Not because they weren’t capable.
Because historically, many simply weren’t invited into the planning, strategy, or decision-making process.

We’re now helping women navigate:
• Sudden financial responsibility after the loss of a spouse, divorce or inheritance.
• Complex family and estate dynamics
• Investment and planning decisions they may never have had to lead before
• The emotional weight that often comes with inherited wealth

This wealth transfer isn’t just about money.

It’s about confidence. Education. Stewardship.
And making sure women feel empowered, not overwhelmed, when life changes.

The future of wealth is increasingly female.

The industry needs to be ready for that.

If you’re a woman who wants to feel more informed, involved, and confident in your financial life, now is the time to start asking questions and getting into the conversation.

Visit our website to learn more:
www.leckieprivatewealth.ca

Or reach out directly:

📧 [email protected]
📞 416-707-4169

05/08/2026

Mother’s Day Giveaway! 💕

3 $50 gift cards up for grabs from amazing locally owned businesses!

Elizabeth's: Shop Local (Online)

Diana Patten's Advanced Skin Care - www.dianapatten.com

Main St Market Glen Williams

Bonus: a second $50 gift card to Elizabeth's Fashions will be drawn on the Monday Night Live on May 11! You will need to be on to win! 🤍

To enter: tag a mom in your life and tell her something you admire about her or thank her for showing up for you ✨

Moms deserve to hear how amazing they are!

Every thoughtful compliment shared is an entry to win! 💛

And if you aren’t already following these incredible businesses, make sure you do! We’re so grateful to partner with brands that support and celebrate women, motherhood, and community.

We will draw winners on Sunday May 10 (Mother’s Day!) at 1pm!

05/06/2026

Not everyone needs a financial planner.

But for the right people—it can change everything.

At Leckie Private Wealth, we work with individuals and families who are building, growing, and protecting something meaningful.

People who are:
• Earning well, but want more intention behind their money
• Navigating big transitions (business sales, career shifts, retirement ahead, divorce)
• Balancing full careers, family life, and personal goals
• Looking for clarity—not just products
• Ready for a plan that reflects their whole life

Because real planning isn’t about isolated decisions.

It’s about alignment.

Your time.
Your energy.
Your values.
Your future.

If you’ve been feeling that gap..it might be time to look at the strategy behind it all.

📩 Send us a message if you’re ready for a more intentional approach to your wealth