Craig MacDonald - IG Wealth Management

Craig MacDonald - IG Wealth Management Senior Wealth Advisor, IG Wealth Management I commit my time and expertise to developing a personalized plan for you and your family.

A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track. With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and buil

d the right mix of investments. My services include:

FINANCIAL MANAGEMENT – An action plan to manage your cash flow. INVESTMENT PLANNING – A personal investment strategy that identifies your target asset allocation, based on your investment objectives and your risk tolerance, and an action plan to implement the strategy. RETIREMENT PLANNING – An action plan to meet the funding requirements to achieve your retirement goals. RISK MANAGEMENT – An Insurance Needs Analysis assessing your exposure to personal risk in the areas of premature death, disability, critical illness and long term care and an action plan to offset potential risks for your family and estate. ESTATE PLANNING – An action plan to enable the distribution of your estate according to your wishes with the minimum tax cost. TAX PLANNING – An action plan to reduce the amount of tax you pay. EDUCATION PLANNING – An action plan to meeting the funding requirements for your children’s/ grandchildren’s education. Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.

* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010

05/28/2024

The rules of a no-buy challenge are self-imposed and simple: Make a list of the non-essential items you won't spend money on for a set period of time and stick to it. Easier said than done.

05/27/2024

The financial freedom that cash-flowing assets can deliver to you and your loved ones' lives can be life-changing.

05/26/2024

Buyers are sitting on their wallets and it looks like rate cuts are the only thing that will change that.

05/25/2024

Having your credit card declined when you know you’re up to date on your payments can be a nerve-racking experience, but having it happen when you’re travelling can be even more stressful.

05/24/2024

AI bots are battling it out over job searches. No matter who wins, we all lose.

05/23/2024

Throughout his career, the actor has always immersed himself in anything that he did.

05/22/2024

The financial assistance would be invaluable. But I miss the emotional support even more.

05/21/2024

Unconscious beliefs and emotions can mess up how people handle their finances. The hard part is finding experts qualified to handle both money and the mind.

05/20/2024

Value investors worship Warren Buffett. But his amazing investment success stems as much from his astute understanding of consumer behavior as it does from his ability to ferret out financial bargains.

05/19/2024

Canada's highest-income group had a sharply lower opinion of the state of the economy and of their personal financial situations.

Address

108/36 Solutions Drive
Halifax, NS
B3S1N2

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5pm

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