Conor Amyot - IG Wealth Management

Conor Amyot - IG Wealth Management Helping you navigate all of life's transitions with personalized retirement, tax, and estate planning strategies.

Our commitment extends beyond you to your entire family; helping your children thrive and ensuring your parents' well-being.

What a pleasure to be surprised in the office by clients James & Kari all the way from Nova Scotia! They brought a beaut...
09/05/2026

What a pleasure to be surprised in the office by clients James & Kari all the way from Nova Scotia!

They brought a beautiful handcrafted gift to remind me of my clients out on the East coast. Thanks James and Kari!!!

09/03/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end.
Register here:
https://ow.ly/sHQK50ZFPI7

09/01/2026

Due to a recent increase in the number of clients we serve, we’ve had to increase our account minimums to only those who can afford one of these things in their kitchen 🤣

Losing a spouse is one of life’s most difficult transitions, and it often comes with an overwhelming list of financial “...
09/01/2026

Losing a spouse is one of life’s most difficult transitions, and it often comes with an overwhelming list of financial “to-dos.” But the most important piece of advice I give clients is this: Give yourself permission to pause.

There is a biological reason why making big decisions feels impossible while grieving.
Grief is an emotional experience, but there’s also real physiology behind it. When we experience deep loss, our brain’s emotional center (the amygdala) becomes hyper-active, often “quieting” the prefrontal cortex, which is responsible for complex logic and long-term financial planning.

If you feel like you’re moving through a fog, you aren’t “bad with money” you are experiencing a natural, protective response to stress.

In the early months, the strongest financial move you can make is often to wait. While things like life insurance claims and immediate estate tasks need attention, major lifestyle changes like selling your home or overhauling your portfolio can almost always wait until the fog begins to lift.

My role is to help you separate the urgent from the important, ensuring your immediate needs are met while protecting your future until you feel like yourself again.

You don’t have to navigate this in the dark.

08/31/2026

One of the most common questions I get from clients is about trusts.

“Should I set up a trust so I can pay less in tax when I die?”

The answer is complicated to say the least, but since people ask all the time, I’ve created a short document that explains the ins and outs of trusts in Ontario.

Comment or DM me “trust” if you’d like to receive a copy.

Have a great day everyone!

08/27/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end.
Register here:
https://ow.ly/hCXg50ZFPFx

What was supposed to be a driving day ended up being a catch-up day 🚙💨A client out in Kingston had to reschedule. Now I ...
08/26/2026

What was supposed to be a driving day ended up being a catch-up day 🚙💨

A client out in Kingston had to reschedule.

Now I get to catch up on some emails, planning, and research.

I also get to wear my pink t-shirt to the office 😊

As the financial planning needs of Canadian families and IG's products and capabilities have changed over the past centu...
08/25/2026

As the financial planning needs of Canadian families and IG's products and capabilities have changed over the past century, our advertising has evolved, reflecting the priorities and spirit of each era.‌

When Investors Syndicate of Canada, Limited was incorporated in 1940, the world looked very different. During the Second World War, advertisements promoting Victory Bonds focused on patriotism, encouraging Canadians to do their part in supporting the country and protecting future generations.

As Canada entered a period of post-war prosperity in the 1950s, our advertising shifted to reflect a growing focus on long-term financial security. Whimsical advertisements promoted the value of disciplined saving, demonstrating how setting aside just a few dollars each week could build toward meaningful financial goals over time. Through these efforts, Investors Syndicate became one of the first firms to educate prospective clients on the benefits of dollar-cost averaging, helping Canadians understand the value of investing consistently over the long term.

The 1950s also marked the launch of the company’s first mutual fund, the Investors Mutual of Canada. Advertising for the new product highlighted the benefits of a professionally managed investment approach, emphasizing Canada's natural resource wealth while introducing Canadians to the advantages of diversification and expert portfolio management.

As investors' horizons expanded, so did our offerings. In 1962, Investors Syndicate introduced the company's first international fund, giving Canadians access to opportunities beyond domestic markets. Advertisements invited investors to "go international," featuring passport imagery to symbolize the possibilities of investing around the world.

In 1972, Investors Group launched the Personal Financial Review (PFR), a groundbreaking tool that marked a shift from transactional money management to comprehensive financial planning, incorporating retirement and estate planning, tax strategies, and insurance. Investors Group continued to build on the PFR with the introduction of The Plan™ in the mid-2000s. This planning framework remained central to our holistic advice model until 2018, when the IG Living Plan was introduced.

‌Looking back at these advertisements offers a unique window into how our business, clients and Canada itself have evolved over the past 100 years. The progression of these campaigns mirrors our own evolution, from a focus on individual financial products to an integrated, holistic planning approach that remains at the heart of our business today.

In present day, our Private Wealth Management brand campaign can be seen in major airports in Toronto Billy Bishop, Montreal, Winnipeg, Vancouver, Calgary, and Halifax, emphasizing the importance of financial advice that puts clients’ goals at the centre.

While the style, themes and products have evolved over the decades, one thing has remained constant: our commitment to helping Canadians build financial confidence and plan for what matters most.

That makes 60!A public 5-star review is right up there with one of the best compliments I can get from a client.I’m so p...
08/22/2026

That makes 60!

A public 5-star review is right up there with one of the best compliments I can get from a client.

I’m so proud to be able to help clients feel more confident about their money so it really hits home that they have enough confidence in me to post about it online.

THANK YOU!

Looking for the best financial advisor in Oshawa?Here are a few things I would suggest for your advisor to do to try and...
08/20/2026

Looking for the best financial advisor in Oshawa?

Here are a few things I would suggest for your advisor to do to try and claim that top spot:

Specialize in a few key areas of financial planning, such as retirement planning and helping clients navigate major life transitions. No one can master everything, and you don’t want your advisor jumping between drastically different topics all day long.�

Have many years of experience but not be nearing retirement. You want expertise, but you also want to build a long-term relationship with the person guiding your financial future.�

Be hyper-transparent about their fees and how they get paid. Ideally, this conversation happens in the first meeting, so you understand exactly where their interests lie.�

Have a team behind them. No advisor can provide a premium experience entirely on their own. You don’t want your advisor running critical tax projections one minute and being interrupted by administrative tasks the next.�

Listen WAY more than they talk, especially during the first meeting. If recommendations are being made before your advisor understands what’s important to you and what you’re working toward, that’s a major red flag.�

Use advanced financial planning software. Advice on something as simple as choosing between a TFSA and RRSP often can’t be based on napkin math anymore. Between inflation, longevity, investment returns, tax rates, and CPP/OAS timing, today’s financial world is too complex for rough estimates.�

Do full financial planning. If your advisor is only providing portfolio recommendations and not discussing taxes, estate planning, borrowing, retirement, insurance, or the needs of your family, you’re not getting the full value of professional advice.�

Have a limited number of clients they serve. I recently spoke to someone working at a major bank who was responsible for more than 600 clients. How can anyone provide truly personalized advice when they’re trying to serve hundreds of families?�

Meet with you regularly. Annual reviews should be the bare minimum, and semi-annual meetings are even better. It’s hard to properly review all the key areas of your financial life in just one meeting a year.�

Be available when you need them. If you have questions or concerns, it shouldn’t take a week to hear back from your advisor. I’ve committed to my clients that they’ll always hear back from me by the next business day.�

Those are the qualities that stand out most to me after 11 years in the industry. What would you add to this list? Leave a comment below if there’s something you think I’ve missed. And if you’d like a second opinion on your current financial plan or advisor relationship, feel free to book a meeting. I’d be happy to help you determine whether you’re getting the advice and service you deserve.

PS. Try searching for the best advisor in Oshawa and see who comes up 😉

Address

481 Taunton Road W, Suite 300
Oshawa, ON
L1H7K4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19054411871

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