Paul Wright - IG Wealth Management

Paul Wright - IG Wealth Management Financial Consultant, Investors Group Financial Services Inc. We specialize in creating, managing and transitioning wealth.

By utilizing a six discipline approach- Tax Planning, Investment Planning, Cash Management, Insurance Planning, Estate Planning and Retirement planning- we strive to create an effective and individualized plan to satisfy each of our client's specific financial needs. If you are ready to manage your assets more effectively, let's sit down and talk! Please feel free to send me an email: [email protected] or call me at (519) 650-7250 ext 5208 or (855) 330-0967.

Listen in. Stream the seventh episode of the “IG Private Wealth Financial Planning Hour” podcast with NewsRadio Network’...
03/24/2025

Listen in. Stream the seventh episode of the “IG Private Wealth Financial Planning Hour” podcast with NewsRadio Network’s Mike Eppel and guests Christine Van Cauwenberghe, Head of Financial Planning, and Dan Britton, Assistant vice-president of Tax & Estate Planning, on 'Blended Finances: Planning for Families and Partners.'

We dive into financial and tax planning strategies for blended families and common-law couples in Canada. From income-splitting to estate planning, we provide insights to help your new family merge financial values and goals for a future that everyone can look forward to.

Listen to the episode now and stay tuned for more. https://ow.ly/gFXU30sL23W



Be at the centre of your financial plan. Visit our website to connect with an IG Private Wealth advisor today.

03/24/2025

Insurance can help make your estate more equitable and tax efficient. But some advisors don’t take the time to show you how. I’ll help you explore different estate scenarios with the IG Living Plan. Contact me to get a second opinion.

Mixed economic signals and trade tensions cloud market sentiment. Read our commentary to get our insights on this week’s...
03/21/2025

Mixed economic signals and trade tensions cloud market sentiment. Read our commentary to get our insights on this week’s markets. https://ow.ly/6uTh30sKZfz

This week on The Living Market, Philip breaks down the economic and market impacts of President Trump’s tariffs. Subscri...
03/21/2025

This week on The Living Market, Philip breaks down the economic and market impacts of President Trump’s tariffs. Subscribe, rate, and review now.

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without pro...
03/21/2025

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without proper planning, leaving the family cottage to your kids could leave them with a financial headache? Find out how to avoid these and other common estate planning missteps by signing up for our webinar here: https://ow.ly/KteL30sKZeC

Join IG Wealth Management’s Dan McPherson and specialists from ClearEstate, including co-founder Alex Gauthier, on Thursday, March 27 at 1 p.m. ET and then discuss how you can take control of your legacy with your IG Advisor.

03/21/2025

An IG Living Plan takes into account your entire financial picture, including the impact of taxes. If your advisor isn’t helping you keep more of what you earn, please reach out for a no-obligation second opinion on your plan.

03/19/2025

When you have a blended family, it’s even more important to be careful about your will and how you name beneficiaries. Even if you already have an estate plan, a second opinion could be priceless.

03/19/2025

Markets move; they always have and always will. With the IG Living Plan, I can test your portfolio against potential ups and downs to help you understand the likelihood of safely reaching your goals. Contact me for greater peace of mind.

Most Canadians need to file their taxes by April 30 to avoid late penalties and interest of up to 17% (it’s June 15 if y...
03/18/2025

Most Canadians need to file their taxes by April 30 to avoid late penalties and interest of up to 17% (it’s June 15 if you’re self-employed). Contact me for a checklist to help minimize your taxes.

03/18/2025

The way you draw money from retirement sources can have a big impact on your taxes. Find out how to be more tax efficient. Get a second opinion on your retirement plan by booking a quick meeting with me. Book now.

Now available. Stream the sixth episode of the “IG Private Wealth Financial Planning Hour” podcast with NewsRadio Networ...
03/18/2025

Now available. Stream the sixth episode of the “IG Private Wealth Financial Planning Hour” podcast with NewsRadio Network’s Mike Eppel and guest David Turnbull, SVP and Head of Private Company Advisory, on 'Unlocking value: raising capital for businesses.' https://ow.ly/4om730sKRfj

We dive into the role of mergers and acquisitions in business growth. Whether you're a business owner looking to sell or simply interested in the intricacies of business, this episode is packed with valuable insights. Listen to the episode now and stay tuned for more.


Be at the centre of your financial plan. Visit our website to connect with an IG Private Wealth advisor today.

It might be better for you to plan NOT to get a tax refund next year. I can work with you to help you keep more of what ...
03/15/2025

It might be better for you to plan NOT to get a tax refund next year. I can work with you to help you keep more of what you earn. Get planning clarity with a second opinion on your plan.

Address

301-4295 King Street East
Kitchener, ON
N2P0C6

Telephone

+15196507250

Website

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