Rob Michaud - IG Wealth Management

Rob Michaud - IG Wealth Management Rob Michaud, Senior Consultant, IG Wealth Management Inc. Mutual Fund Division
Haley Craig, Executive Assistant

Catch up on our latest episode: the market is bouncing, but risks remain. Philip explains the summer market dynamics. ht...
06/17/2025

Catch up on our latest episode: the market is bouncing, but risks remain. Philip explains the summer market dynamics. https://ow.ly/e59V30sNm1W

Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management highlighted the importance of estate planni...
06/10/2025

Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management highlighted the importance of estate planning, revealing that over half of Canadians lack an estate plan despite the country facing its largest intergenerational wealth transfer and emphasized the importance of early preparation, citing insights from the 2025 IG Wealth Management Estate Planning Study. Read the full article: https://ow.ly/aL6P30sNag5

A good advisor talks.A great one listens.Ask yourself:- Does your advisor ask about your goals, or just your portfolio?-...
06/05/2025

A good advisor talks.

A great one listens.

Ask yourself:

- Does your advisor ask about your goals, or just your portfolio?
- Do they connect your investments to tax, estate and retirement planning?
- Do you feel like you’re truly being heard?

If not, it might be time to expect more from your advice.

Message me for a second opinion. No pressure, just perspective.

05/08/2025

Will your financial plan protect you from potential market movements and economic changes? With an IG Living Plan, I can run your plan through multiple scenarios to make sure you’ll be able to safely reach your goals. Contact me for greater peace of mind.

Damon Murchison, President and CEO, IG Wealth Management highlighted how most Canadians are unaware of recent federal ta...
04/25/2025

Damon Murchison, President and CEO, IG Wealth Management highlighted how most Canadians are unaware of recent federal tax changes and fail to prioritize them in their tax planning, despite significant updates and the benefits of working with a financial planner. Read the full article: https://ow.ly/c3Jb30sLWrp

IG President and CEO Damon Murchison sat down with Investment Executive to talk about the current economic environment a...
04/09/2025

IG President and CEO Damon Murchison sat down with Investment Executive to talk about the current economic environment and what Canadians should be keeping top of mind. He also discussed IG’s business strategy and how our employees and Advisors have come together to be there for our clients during challenging times. Read the full article: https://ow.ly/J3ea30sLwcC

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.

03/12/2025

If you have over $500,000, I can offer estate planning advice to help ensure your wishes are respected and taxes are minimized. I can also help explore the best ways to leave assets to your heirs while preserving family harmony. If you’d like more estate planning clarity, contact me for a second opinion on your plan.

Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses how, against the backdrop of tariff unc...
03/11/2025

Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses how, against the backdrop of tariff uncertainty, the current valuation discount on Canadian stocks will help insulate them to a greater degree than U.S. stocks. Read more: https://ow.ly/E93c30sKH6y

I can integrate tax planning into your financial plan so that you get to keep more of what you earn.
03/05/2025

I can integrate tax planning into your financial plan so that you get to keep more of what you earn.

Investors with over $500,000 often miss opportunities to minimize their taxes or optimize their retirement income strate...
02/26/2025

Investors with over $500,000 often miss opportunities to minimize their taxes or optimize their retirement income strategy. Don’t wait until you have $1 million to get personalized advice. I can provide a fresh set of eyes for your financial plan right now and uncover the opportunities you’re missing out on.

If you’re aged 40-plus, with over $500,000 in investible assets, there are retirement income opportunities that I can he...
02/24/2025

If you’re aged 40-plus, with over $500,000 in investible assets, there are retirement income opportunities that I can help you explore. Visit rob-michaud.advisor.ig.ca and download this guide today.

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