James Whelan, BASc Elec, CFP, RRC - IG Wealth Mgmt

James Whelan, BASc Elec, CFP, RRC - IG Wealth Mgmt Executive Financial Consultant, IG Wealth Management Inc.

Retirement doesn’t come with a roadmap.Recently, I spoke with an incorporated professional who asked:"How do I know if I...
06/10/2026

Retirement doesn’t come with a roadmap.
Recently, I spoke with an incorporated professional who asked:
"How do I know if I'm on the right path?"

They were earning a good income and saving consistently.

But they weren't sure whether their decisions they were making today would create the future they wanted tomorrow.

The challenge isn't always earning more.

Often it's having clarity on where you're headed.

Building wealth is one thing.

Making sure it supports the life you want is another.

This is one of the conversations we'll be having at our Coffee & Wealth Conversations event for Ontario incorporated professionals on June 22.

Reserve your seat here: https://ow.ly/GXlj50Z9JbP

06/09/2026

The strategy is a high-level document that is light on timelines and details but gives a sense of where the government sees AI going in the near future.

06/04/2026

It’s tough to argue against the goal of Canada as an energy superpower, a centrepiece of the Carney government’s economic agenda. But energy conservation is also imperative.

The financial decisions you make today could impact your wealth for decades.Many incorporated professionals focus on red...
06/04/2026

The financial decisions you make today could impact your wealth for decades.
Many incorporated professionals focus on reducing taxes each year. Far fewer have a clear strategy for turning professional income into long-term wealth.

Join me for a complimentary Coffee & Wealth Conversations event where we'll discuss some of the key decisions incorporated professionals face when building, protecting, and transferring wealth.

👇 Details below
________________________________________
☕ Coffee & Wealth Conversations

Wealth Decisions for Ontario Incorporated Professionals
The choices that could impact your wealth for decades.

For incorporated professionals seeking a more strategic approach to wealth.

• Build wealth inside and outside your corporation
• Put retained earnings to work more effectively
• Navigate key tax and retirement decisions
• Create a retirement plan without a pension
• Protect your assets, estate, and legacy

📅 Monday, June 22, 2026
🕖 7:00 PM
📍 Taste of Colombia
67 Bronte Rd, Unit #3
Oakville, ON L6L 3B7

Whether you're early in your professional journey or have accumulated significant retained earnings within your corporation, this conversation will provide practical insights to help you make more informed wealth decisions.

Reserve your seat here: https://www.eventbrite.com/e/wealth-decisions-for-ontario-incorporated-professionals-tickets-1990918486788?aff=oddtdtcreator
Space is limited.

Ever thought about how many summers you have left?If you're 50, you might have 20-25 truly active ones. Do you want to s...
06/03/2026

Ever thought about how many summers you have left?

If you're 50, you might have 20-25 truly active ones.
Do you want to spend the equivalent of a big chunk of each summer on financial planning?
Delegate it to our team with over 100,000 hours of experience and reclaim your time.
We all have the same 24 hours in a day. How much is your time worth?
Let us lighten your load and give some of it back.

06/02/2026

Opting for the “dual income, no kids” lifestyle can have its perks, but it doesn’t come without its own unique set of financial challenges.

05/31/2026

Build IT. Grow IT. Keep IT. Business Owner Summit
Thank you to everyone who joined us this week.

A fantastic evening connecting with business owners and diving into practical strategies to help you build, grow, and protect your business.

A special thank you to our expert speakers for sharing their insights and experience:

♦ Ken Moore BEng (Mech), MBA, CFP, RRC – Financial Planning Strategy
♦ Sabaina Malik – Marketing & Branding
♦ Brian McCarthy – Business Development
♦ Ken Greenfield CPA, CA – Tax Strategies & Structures

Your perspectives brought real value to the conversation and introduced several key ideas including:

✔ Gone are the days of your company having a faceless brand. Personal Branding is key.
✔ The corporate structure now may not align with your 3, 6, or 10 year goals.
✔ Having full-time sales leadership is not a must. Sometimes a fractional leader is all you need to succeed.
✔ There’s been a clear shift from “having enough” to leaving a legacy for family, community, and causes.

To everyone who attended, thank you for your engagement, questions, and energy.

If you weren’t able to join us or would like to continue the discussion, feel free to reach out.

Stay tuned for our next Business Owner Summit in Fall 2026.

05/26/2026

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

Business Owner Summit – 2 days to go!Three speakers. Three Strategies –> Build IT. Grow IT. Keep IT.On Wednesday, May 27...
05/26/2026

Business Owner Summit – 2 days to go!
Three speakers. Three Strategies –> Build IT. Grow IT. Keep IT.

On Wednesday, May 27th, 2026 at 7:00 pm, a curated group of experts will break down three essential strategies to help you build, grow, and protect your business.

👉 Register here: https://www.eventbrite.com/e/build-it-grow-it-keep-it-business-owner-summit-tickets-1988453318403?aff=oddtdtcreator

We’ll cover:

✔ Be Known - Marketing & Branding
Make sure people know who you are.

✔ Grow Revenue - Business Development
Make sure your revenue grows.

✔ Keep More - Tax Strategies & Structures
Make sure you keep more of what you earn.

Meet the experts:

♦ Ken Moore BEng (Mech), MBA, CFP, RRC - Executive Financial Consultant, IG Private Wealth Management
♦ Sabaina Malik - Marketing & Branding Expert, Founder of M Industries
♦ Brian McCarthy - Business Development Coach, President of Leader Manager Hub
♦ Ken Greenfield CPA, CA - Director of Tax & Estate Planning, IG Wealth Management

Moderated by:

♦ James Whelan BASc (Elec), CFP, RRC - Executive Financial Consultant, IG Private Wealth Management

📍 1 Robert Speck Parkway, Suite 1000, Mississauga
🕗 7:00 – 10:00 PM
🥛 Beverages and networking included
🎟 Free to attend

If you’re tired of surface-level advice and want to understand how to turn your business and everything you’ve worked for into a legacy, you’ll want to be in this room.

👉 Register here: https://www.eventbrite.com/e/build-it-grow-it-keep-it-business-owner-summit-tickets-1988453318403?aff=oddtdtcreator

Most people don’t have time to think deeply anymore.What they see.Quick opinions.Short clips.Instant answers.But the mos...
05/22/2026

Most people don’t have time to think deeply anymore.
What they see.
Quick opinions.
Short clips.
Instant answers.

But the most important financial decisions rarely improve when made faster.

That’s why we intentionally serve fewer households.

Not for exclusivity.
But for depth.

Because a business exit is not just a liquidity event.
A financing decision is not simply about rates.
Retiring early is not only an investment question.
Changing careers is not just about higher income.

Major financial decisions do not operate independently.

They influence the entire structure: business, family, tax and future capital movement.

Moving too quickly appears later as poor sequencing, trapped capital and reduced flexibility when it matters most.

That complexity is exactly why sophisticated families rarely make these decisions in isolation.

The real value of an advisory relationship is having a trusted sounding board who understands the full picture before major decisions get made.

Fewer clients.
Deeper relationships.
Better decision-making over time.

Good wealth planning is less about isolated decisions and more about coordinated ones.

Address

1000-1 Robert Speck Parkway
Mississauga, ON
L4Z3M3

Website

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