Glen James, IG Wealth Management

10/20/2025

It’s World Statistics Day — so let’s talk numbers that actually matter. 📊
From savings to stress, these stats show where many Canadians stand financially… but more importantly, they show why having a plan makes all the difference. 💡
Which stat surprised you the most?

10/17/2025

https://ow.ly/JHpw50XbXw8

This article underscores the importance of adequate supports and planning for people with disabilities and the systems around them. It also reminds me why financial tools like the Registered Disability Savings Plan (RDSP) matter so much.

An RDSP is a long-term savings vehicle designed specifically for Canadians with disabilities — it allows for matching grants, tax-deferred growth, and helps ensure that when life circumstances get tough, people have some financial security in place.

If you or someone you know is thinking about the future, care needs, or providing stability for a loved one with a disability, the RDSP deserves attention. Planning ahead doesn’t just ease burden — it gives peace of mind.

👉 Feel free to DM me if you want to explore whether an RDSP could help your family.

In her latest report on disability services, our Social Affairs Correspondent Ailbhe Conneely examines the impact the lack of planned residential places is having on families.

10/15/2025

We’ve all been there 😅. Little habits can quietly betray our bigger financial goals — but awareness is the first step toward change.

What’s one thing on your betrayal list? 👀

10/15/2025

Myth: my business is too small for a tax and estate plan.

While many entrepreneurs think their business is too small to warrant an estate plan, this is almost never the case. Discover how a tax and estate plan could help your business thrive.

10/06/2025

Learn about the key influences on investment performance and how to avoid making potentially damaging decisions based on short-term results: Read More: https://ow.ly/59hT30sQ4Ss

10/03/2025

Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their loved ones from unnecessary stress, costs, and taxes. 💛

10/03/2025

Is your will set up to be as fair and tax efficient as you’d intended? To find out, sign up for our webinar replay here https://ow.ly/eJou50X54e0. And then, let’s discuss how you can take control of your legacy.

10/01/2025

This CTV story is a tough reminder of why estate and tax planning matter. Without the right strategies in place, a lifetime of savings can be heavily reduced by taxes, leaving loved ones with difficult financial choices on top of their grief.

Proper planning can help protect what you've worked hard for - and ensure your legacy is passed on the way you intend.

9062 likes, 1352 comments. “An Ontario woman says she had to use nearly all of her parents’ retirement savings to pay off a more than $660,000 tax bill after they both died within the same year.”

09/19/2025

💡⚡️ Today is National Tradesmen Day — a chance to celebrate the hardworking men and women who keep our communities running.

I’m extra proud to celebrate my husband, who literally keeps the lights on and shows our boys every day what hard work, dedication, and safety look like. Behind every tradesman is a family that relies on them — and that’s why financial planning matters. Protecting income, planning for the future, and building a legacy ensures that the people you love are always supported.

Here’s to the tradesmen who give their all on the job and at home. 💛

09/17/2025

Curious about the future of interest rates? Stay informed! Discover economists' insights on whether the Bank of Canada will cut rates next week. Essential reading for smart financial planning!

The central bank chose to stand pat in its previous three decisions, leaving the policy rate at its current 2.75 per cent.

09/12/2025

This Stand Up To Cancer Day, I’m reminded just how close this cause is to my heart. A few years ago, my mom fought through stage 3 breast cancer — and today, we are beyond grateful to call her a survivor. 💕

Walking through that season with her changed the way I view planning for the unexpected. Life can shift in an instant — and while you can’t always control what happens, you can prepare for it.

That’s why I’ve made sure that my entire family has critical illness coverage. It’s not something we ever want to use, but knowing it’s there brings peace of mind — because the last thing you should worry about during a health crisis is finances.

So today, I stand for those still fighting, I celebrate those who have overcome, and I honor those we’ve lost. And I also stand for the importance of planning ahead, so we can focus on healing and hope when it matters most. 🎗️💛

09/07/2025

Our boys are lucky to learn from four incredible grandparents. 💕 Just like family lessons, financial lessons carry forward too — and the earlier we start building strong foundations, the brighter the future becomes. Happy National Grandparents Day!