Tamara McNaught IG Private Wealth Management

04/01/2026

Keeping your will and estate plan updated through major life events is vital for protecting your wealth. Join Dan McPherson, Director of Private Wealth Experience at IG; Alex Gauthier, Co founder of ClearEstate; and Sara Hillier, Head of Estate Planning at ClearEstate, along with other experts, to learn how to stay prepared. Register now:

Wednesday, May 06, 2026 at 1:00 PM Eastern Daylight Time.

10/21/2025

What if I decided I wanted to sell my business, can IG help?

Discover how IG clients were able to overcome complex challenges with expert advice that put their vision at the centre of every decision.

01/07/2025

It's that time of year to start preparing to make your first 60 day contributions...

01/03/2025

Happy New Year.... Moving into 2025 the years TFSA annual contribution limit is $7,000. Are you growing your money tax free? If not, ask how you can start....

12/05/2024

12/05/2024

For many of us the idea of protecting ourselves from unexpected illness is not always top of mind.

See Lindsay's story of how owning a CI policy added value to her family on their journey.

https://players.brightcove.net/3906942861001/default_default/index.html?videoId=6363379135112

05/03/2024

Probate and your properties.

Principle Residence, cottages and rental properties all come with their own rules at death. Here's an article with some details that you may find useful.

https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.moneysense.ca%2Fcolumns%2Fask-moneysense%2Fcan-transferring-ownership-of-a-house-help-avoid-probate-tax%2F&data=05%7C02%7CTamara.McNaught%40IG.ca%7C8dde7d933108489236c908dc6b6f4e57%7Cdc411c631f524491bb51c4d215a1de23%7C0%7C0%7C638503372999947749%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=rO9IXtEecndQrkkLaU%2BpqDwoP96CpaL628VHnKTPQP4%3D&reserved=0

04/22/2024

What is income tax splitting? And how can it reduce your tax? | IG Wealth Management

As you reach retirement, topics such as this become important. Finding ways to reduce taxes is of great benefit.
https://www.ig.ca/en/insights/what-is-income-tax-splitting

Sincerely,

Tamara McNaught, Associate Consultant
Santos & Associates Private Wealth Management – IG Wealth

04/08/2024

LIMITED SEATING

https://bestretirementworkshops.com/in-person-seminar/canadian-taxes-and-retirement-free-in-person-workshop-in-thornhill/

11/02/2023

Register today for our “Strategies to protect your financial future” webinar https://ow.ly/orTF50PYJqS on Thursday, November 9 at 1 p.m. CT.

Join IG’s Head of Financial Planning, Christine Van Cauwenberghe; personal finance expert, Melissa Leong; and IG’s Vice President Insurance Distribution Mike Thomas as they share financial strategies you can use to protect your home, lifestyle and your hard-earned savings. You’ll also learn how to transfer assets from your estate without a large tax bill at the end. You won’t want to miss it.