Liz Leckie, CFP- IG Wealth Management

09/09/2026

You’re invited! 📣🇨🇦

With continued uncertainty around Canada-US trade relations, tariffs the and broader market outlook, Join IG Wealth Management’s host, Ashish Utarid, Assistant Vice-President of Investment Strategy, and speaker Philip Petursson, Chief Investment Strategist, as they discuss the following:

-The year-to-date report card: grading market performance in 2026.
-Key risks and opportunities heading into the fall.
-Portfolio positioning for the remainder of the year.

Date/Time: Thursday September 10, 7:00pm EST

Link to register: https://event.on24.com/wcc/r/5403315/BA217117B0FB9663A6F8B592D87F19B2?partnerref=ROLiz_Leckie&utm_id=97760_v0_s00_e0_tv6_a1denni8x1ya2f

09/03/2026

Should you put your home in a trust to save your kids tax? 🇨🇦

We get this question a lot.

And the honest answer is usually:
“It depends.”

There are a lot of social media posts floating around about putting your home in a trust to avoid tax when you die.

But in Canada 🇨🇦 , your principal residence already has some pretty significant tax treatment.

And putting your home into a trust isn’t automatically a tax-saving strategy. Depending on the type of trust, when it’s created, who benefits, and your family’s circumstances, it can create additional tax, legal, probate, or administrative complications.

Before making a major move with your home, talk to your financial planner, accountant and estate lawyer to make sure the strategy you’re putting in place actually does what you want it to.

Financial planning for Canadians | Estate Planning | Tax Planning | Ontario

09/02/2026

It’s hard to put what we do on a business card because if you asked every family or business owner we work for- it’s likely that we have needed to show up differently based on what that family or individual needs.

Our partnerships with clients go far beyond a one and done retirement plan and investment management. Those are truly the bare minimum.

It’s our job to adjust.

It’s our job to show up in a meaningful way.

It’s our job to work with other professionals to find the best outcomes for clients.

Looking for a partner who does more?

Link in bio to find out more about our team.

08/28/2026

I often get asked what a financial planner does.

Often it’s confused with investment management (and don’t get me wrong we do that also, but that’s table stakes).

It’s about building a plan and strategies around what matters most to clients.

More time with the people you love.

More adventures.

More freedom to make decisions on your terms.

More confidence knowing your money is working intentionally behind the scenes.

That’s what good financial planning should do.

It should create tax efficiencies, uncover opportunities, protect what matters, and help you make thoughtful decisions about the wealth you’ve worked so hard to build.

And for the families we work with, that often means enjoying more of life today while building a legacy that can create impact for generations to come. 🤍

08/24/2026

So happy to support such a great cause! ⛳️🏌️‍♀️

A hospice close to home for us in Halton is something our community needs.💛

If you’re thinking about a charitable gift that supports your community- head to www.northhaltonhospice.ca

A final thank you to our Putting Contest Sponsor, Liz Leckie, CFP I IG Private Wealth Management ✨

We are incredibly grateful for your support!

Compassion Classic Golf Tournament is this Wednesday. We are so excited to see everyone, and are looking forward to a day filled with golf, good eats, and great company 😊💚

See you on the course!