Anu Swaminadhan Pl. Fin - IG Wealth Management

10/31/2025

Myth: you don’t need mortgage advice, just the best rate.

Many homeowners take on a mortgage without considering how it might impact their financial plan. A good financial advisor will recommend a mortgage strategy that will boost your financial plan and help you reach your goals faster. https://ow.ly/xmQp50XfFpL

Contact me today.

10/24/2025

Myth: succession planning can wait until retirement.

Succession planning requires time and a detailed strategy; these tips will help you pass your business on to a family member, employee or third party.

https://ow.ly/qTvm50XfFn1

07/01/2025

On Canada Day, we celebrate the spirit that unites us: our freedom, our diversity, our resilience and the opportunities we create together.

Today is a time to honour where we’ve come from, and to look ahead with pride, optimism, and purpose.

Here’s to building a future as strong and vibrant as the country we call home.

06/30/2025

Many retirees face unexpected tax bills due to multiple income sources and insufficient withholding. This article explains why this happens and what steps you can take to mitigate tax owed. It's worth a read for better planning.

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed back. Here’s how to manage.

06/28/2025

A prospective client once asked me, “What makes you different from everyone else?”

My answer: I listen. I listen so I can understand your goals, your story and your values. Then we build a plan around you, not just your money.

That’s what real advice looks like.

06/26/2025

The Bank of Canada is navigating a tricky economic landscape as trade tensions rise. Discover how these changes could impact your borrowing costs and financial strategy in our latest article. Don’t miss it!

The Bank of Canada released a summary from its most recent meeting, in which its members decided to leave interest rates unchanged given the 'uncertain' economic outlook.

06/24/2025

How do geopolitical tensions shape your investment strategy? Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the ripple effects of the conflict in the Middle East on oil prices—and shares why he’s bullish on North American equities. Watch now: https://ow.ly/OzRW30sNqgL

06/21/2025

Catch up on our latest episode: the market is bouncing, but risks remain. Philip explains the summer market dynamics. https://ow.ly/CFpO30sNqgQ

06/19/2025

Don't let outdated planning create gaps. Get insights from our full article and speak to an IG Advisor about how I can help you build a strategy that works for everyone. Read more. https://ow.ly/fGNf30sNqgF

03/31/2025

Business owners often ask me, “How can I reduce tax?”

I hear this whether they’re:
• Growing their business
• Preparing for a sale
• Transitioning into post–exit life

No matter where you are in your journey, the goal is the same: to safeguard what you’ve worked so hard to build.
If you have questions, let’s connect. Message me for a copy of Tax and Estate Planning for Business Owners – your guide to strategies for protecting your wealth.

03/28/2025

Mixed economic signals and trade tensions cloud market sentiment. Read our commentary to get our insights on this week’s markets. https://ow.ly/BvP430sL4zN