Natalie Apparicio-Farrell - IG Wealth Management

12/22/2025

As the holiday season unfolds, we have a chance to celebrate many meaningful days, including Hanukkah, Winter Solstice, Christmas, Kwanzaa and New Year’s Day – among other special occasions. Wishing all who are celebrating throughout this holiday season many moments of joy, peace and time well spent with loved ones. Happy Holidays to all!

12/11/2025

As your family’s wealth grows, so does the financial complexity. Investment portfolios, corporations, private assets, real estate, tax exposures, cross-border considerations and estate planning each bring their own risks and opportunities.

But when each part is managed in isolation, gaps emerge, strategies conflict, and opportunities are missed. That’s where integrated planning becomes essential.

Connect with me if you would like to get a fully integrated plan for your family.

12/04/2025

Last week's webinar on estate planning offered valuable insights for attendees. Estate planning is essential for everyone. It’s important to regularly review your estate plan.

A special thanks to Sarita Samaroo and Jemy Joseph, MSc, MD, CCFP for their collaboration in making this event a success.

11/13/2025

Planning for the future is one of the most important gifts you can give your loved ones. Learn how to protect your assets, minimize taxes, and ensure your wishes are honored.

RSVP: https://ow.ly/owGL50XripI

11/06/2025

Join us for some holiday vibes and pampering at Relax, Recharge, Refresh.
Proud to be a sponsor and support entrepreneurs!
GET FREE TICKETS: https://ow.ly/4lsZ50Xo1zg

10/28/2025

BACK BY DEMAND!

We heard your request and are happy to extend an invitation to our webinar on estate planning Samaroo Joseph

RSVP: https://ow.ly/Vufa50Xj3th

10/20/2025

Wishing all who celebrate a bright and joyful Diwali! May the Festival of Lights bring renewed energy, special connections and moments of celebration with loved ones. Happy Diwali!

10/16/2025

Last night's seminar "Estate Planning: Creating Certainty for Your Future" provided a wealth of valuable information for attendees. They were very engaged asking numerous questions and left feeling empowered to begin having in depth conversations about their own estate plans.

A huge thanks to my amazing collaborators Sarita Samaroo and Jemy Joseph

We have received several requests for a repeat, so stay tuned for the webinar version in the near future!

10/13/2025

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude and time well spent with loved ones.

09/19/2025

Join us for this Estate Planning Seminar where we will discuss:

- The significance of a well-drafted Will and essential elements of an estate plan
- Essential considerations and tactics tailored to different family dynamics
- Strategies for proactive planning to reduce tax implications on your financial legacy

For more information and to RSVP: https://ow.ly/uyjE50WZoBL

09/09/2025

In most relationships, one spouse typically makes most or all of the household financial decisions and manages the family’s finances. While this can be fine while both spouses are alive, what happens if the person who manages the finances dies first?

It can be overwhelming. Here’s how to make it easier. Read More: https://ow.ly/f3u130sPoyy

09/03/2025

Financial planning isn't a solitary venture; it deeply involves family, particularly when considering long-term goals like college savings, retirement, and eventual inheritance management. By discussing and involving children in these conversations as they mature, they gain financial literacy, understand the significance of prudent financial choices, and become better equipped to manage their finances in the future.
Here are some tips on how to have an open dialogue with your family about your wealth and retirement.

Talking to your family about your wealth and retirement plans may feel uncomfortable, but it's an important part of your planning process.