Adrian Brown, CFP - IG Wealth Management

08/28/2026

The first eight months of 2026 have certainly given investors plenty to think about.

Join IG Wealth Management for a timely discussion on where markets stand today and what may lie ahead.

Hear from Ashish Utarid and Philip Petursson as they cover:
✓ The 2026 market report card
✓ Emerging risks and opportunities this fall
✓ Portfolio considerations for year-end

A live Q&A will follow the presentation.

📅 Thursday, September 10, 2026
🕖 7:00 p.m. EST

Register here: https://event.on24.com/wcc/r/5403315/BA217117B0FB9663A6F8B592D87F19B2?partnerref=RO696Adrian_Brown

08/24/2026

🏖️ Heading south for the winter?

If you spend time in the U.S., own a property there, or are considering buying one, understanding the tax implications is essential.

Join our upcoming webinar, Tax Planning for Canadian Snowbirds, on September 15 at 10:00 AM and learn about:
✅ U.S. property ownership and transactions
✅ Tax considerations when renting or selling U.S. real estate
✅ U.S. gift and estate taxes
✅ Canadian and U.S. tax filing requirements
✅ Key planning opportunities for Canadians spending time in the U.S.

Whether you're an experienced snowbird or just exploring your options, this session will help you navigate the cross-border tax landscape with greater confidence.

📅 September 15 | 10:00 AM
🔗 Register here: https://bit.ly/4zxS4uZ

08/14/2026

Most people spend years building their wealth.

Far fewer spend time talking about how it will be passed on.

If you've ever wondered:
✔️ Is there a current will?
✔️ Who is the executor?
✔️ Are assets organized and documented?
✔️ Will the process be simple for loved ones?

You're not alone.

Estate planning isn't just about what you leave behind. It's about making things easier for the people you care about most.

Let's talk about creating clarity and peace of mind.

08/07/2026

As part of IG’s 100th anniversary celebration, IG Advisors shared 100 of their top financial tips to help Canadians make informed decisions and build a stronger financial future.

Which tips could make the biggest impact on your financial plan? Connect with us to learn how these insights may help you stay on track toward your goals.

07/24/2026

Have you created your estate plan yet?

While 84% of Canadians say estate planning is important, fewer than half (41%) have actually put a plan in place.

An estate plan helps provide clarity, direction, and peace of mind for the people who matter most. Regardless of your age or net worth, having a plan can make a meaningful difference. Let's start the conversation today.

🔎 Explore the results of the 2026 Annual Estate Planning Study:
https://www.ig.ca/en/media-room/media-releases/ig-wealth-management-annual-estate-planning-study

Source: IG Wealth Management Annual Estate Planning Study

07/17/2026

Keeping more of your money starts with knowing your options.

Many Canadians are unaware of tax credits and deductions that could help lower their overall tax bill. Explore practical tax-saving strategies that could make a difference for you and your family.

Read more: https://www.ig.ca/en/insights/five-ways-to-reduce-income-tax-in-canada

With so many rules around tax credits and deductions, many Canadians pay more tax than they need to. These strategies can help reduce your tax bill.

07/10/2026

📈 When was the last time you took a fresh look at your financial plan?

Life changes. Markets change. Your financial needs change.

The quiz below can help you determine whether your current approach is still aligned with your goals and whether your advisor is providing the support you need along the way.

✅ Understand where you stand today
✅ Discover potential planning opportunities
✅ Measure your preparedness for future milestones
✅ Gain confidence in your financial direction

You might be doing great, or you might uncover areas worth exploring.

👉 Start the quiz here: [email protected]" rel="ugc" target="_blank">https://www.ig.ca/en/fresh-perspective?aemail=[email protected]

Feel free to connect if you'd like to review your results.

06/29/2026

What could be next for the Canadian dollar?

With the loonie down nearly 5% against the U.S. dollar, Philip takes a closer look at the economic forces at play, including the impact of diverging interest rate policies on both sides of the border.

Gain perspective on what these developments could mean moving ahead.

🎙️ Listen now: https://www.ig.ca/en/insights/podcast

06/19/2026

This Sunday, we’re celebrating all the incredible dads, grandfathers, and father figures.

Here’s to the lessons you teach, the memories you create, and the meaningful role you play in so many lives.

Wishing you a wonderful Father’s Day this Sunday, filled with appreciation and time with the people who matter most.

06/19/2026

A great podcast on getting your will right -

Want to know what moves the markets? Tune in to The Living Market podcast, with Chief Investment Strategist Philip Petursson.