Tyler Langfield - Senior Consultant at IG Wealth Management

12/14/2023

Had the pleasure of attending and supporting the 2023 Christmas concert last weekend. Thanks to our client for a great show! Highly recommend checking out their shows:
https://rideauchorale.com/

08/16/2023

ATTN: Employees/CRPEG Members

There has been yet another major change to the benefits for all CRPEG members. These transitions can be confusing and certainly add complexity when planning for your future/retirement. With a significant decision to make regarding whether or not you should move your CERi pension to the new CAAT DBplus, it’s important that you assess the pros and cons each option before you proceed.

We will be hosting two educational dinner presentations, one on September 14th and another on September 19th, to help educate you on this transition. The topics presented will be as follows:

• CAAT DBplus Pension Plan – How you should expect the new pension plan to affect your retirement (30 minutes)
o CAAT DBplus/CERi Pension comparison – Pros/Cons
o Planning for retirement with the new CAAT DBplus pension
o Case studies – Retirement forecasting with the DBplus pension
• Lump sum payment options – Choosing the optimal path (30 minutes)
o How the lumpsum payment options will be calculated
o How to measure the value of making a lumpsum payment to the DBplus pension for your specific situation
• Q&A – I will stick around for about an hour for those who wish to discuss further.

This presentation will be free of charge (dinner included) and is open to both clients and non-clients affected by the pension change so please share this post to your colleagues (CNL employees – members of the union). The dinner will be held in Deep River, ON and we will be limiting each presentation to 15 attendees for a more interactive experience. Attendees will be accepted on a first come first serve basis.

If you are interested in attending, please get back to us by September 1st via direct message or email ([email protected]) so we can secure your reservation. If you are interested in attending but unable to make the date, please let us know and we will contact you with other options.

Hope to see you there!

09/23/2022

often feel the need to “take action” during extended periods of . Rebalancing a portfolio within an investors risk profile during a market downturn does make sense but I would argue that its never appropriate to sell to cash or even adjust the risk level of a portfolio to avoid a temporary loss. Statistically speaking, investors taking a Tactical Asset Allocation versus a Strategic Asset Allocation approach tend to produce less returns over the long term. I think its important to understand that time in the market is more powerful (and less risky) than attempting to time the market.


https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/strategic-asset-allocation.html

09/14/2022

If you’re a , this is a webinar that you don’t want to miss! Join our expert panel on October 18 @ 1 pm ET as they discuss questions business owners should be asking themselves about and for their private businesses.

The session will cover:
• Five key questions that business owners should ask themselves to guide their planning
• How to monetize the value of their business in retirement
• Solutions to maximize their estate values

There will also be a virtual Q&A session, so bring your questions!

Register here: https://lnkd.in/gz3PP5Yg

09/12/2022

is a serious threat to all of us and an issue that clearly needs to be addressed both politically and socially. Since 2015 the Canadian Government has spent more than 100 billion dollars to fight climate change in hopes to slash greenhouse gas emissions. The industry is no different. Over the past 5 years there has been a slew of new mutual funds introduced to the with focused “ ” mandates. I have even noticed this increase in demand through my individual client dealings as more and more families are asking for which avoid fossil fuels. I think it’s fantastic that our government/society sees the need to fix the complex problem of climate change, although it’s worth analyzing whether our tax/investment dollars are being put to use in the most effective way.

Are we heading toward an all-renewable energy future, spearheaded by wind and solar? Or are those energy sources wholly inadequate for the task? Mark Mills, ...

07/19/2022

Sign up today for this free and engaging financial literacy session and invite the young people in your life to join you. It will be valuable to recent graduates of high school, attendees of post-secondary educational institutions and young people just starting out in their careers:

The topics that will be covered include:
• Planning for the future
• Reaching financial goals
• Paying for post-secondary education, buying their first car, making other major purchases
• Moving out on their own
• Budgeting and making appropriate and wise financial decisions
• Goal setting, saving and the use of credit

http://www.events.ig.ca/moneyandyouthworkshopwithcfee

11/25/2021

is a complex issue and its important to take a broad view when determining the best way to pass efficiently. A poorly drafted estate plan can be costly or worse, have a devastating impact on family dynamics.
We take pride in helping our clients create a plan to ensure a smooth a seamless transition.

08/23/2021

IG Wealth Management and CFEE invite you to our Money and Youth Workshop: A Financial Literacy Toolkit

Tuesday, September 14th, 2021 at 12:00 pm PT | 1:00 pm MT | 2:00 pm CT | 3:00 pm ET | 4:00 pm AT | 4:30 pm NL.

Invite the (high school and university) students and recent grads in your life to join this session. They will gain insight on: for the ; reaching (paying for post-secondary education, first vehicle); and ; banking, , and the use of credit.

Please PM me for details! This is a great refresher for those who attended this workshop previously.

01/21/2021

Discussing the importance of managing your plan through market volatility, how to identify sources of retirement income to reach your retirement goals, and answer the most frequently asked questions on tax, investment considerations and new trends impacting the way Canadians are thinking about retirement.

Live Q & A to follow.

If you are interested in registering for this free Webinar next week please email my assistant at: [email protected]

Wed January 27 at 7 p.m. ET

01/04/2021

Happy New Year!

PLEASE JOIN US FOR Market Perspectives with Dr. Jeremy Siegel

Thursday, January 21, 2021
12pm PT | 1pm MT | 2pm CT | 3pm ET | 4pm AT

IG Wealth Management invites you and a guest to join us one day following the US Presidential Inauguration for insights on what a new presidency means for the markets.

Dr. Jeremy Siegel is a Wharton professor, renowned author and financial thought leader, as well as a frequent CNBC market insight contributor. Gain timely insights on Dr. Seigel’s informed economic outlook. Have your questions about global economics, investment strategies and market theories answered by a distinguished expert.

Please email my assistant Stephanie: [email protected] if you are interested in registering for this virtual event.

11/27/2020

It's all for them... Have a great weekend, from my family to yours!

11/10/2020

An Exclusive Evening with Chris Hadfield

IG Wealth Management invites you and a guest to join us virtually for an outstanding event featuring “the most famous astronaut since Neil Armstrong.”

Thursday, November 12th, 2020
5pm PT | 6pm MT | 7pm CT | 8pm ET | 9pm AT


Colonel Chris Hadfield is a worldwide sensation and was the first Canadian Commander of the International Space Station. Acclaimed for making outer space accessible to millions and for infusing a sense of wonder into our collective consciousness not felt since humanity first walked on the Moon, Hadfield continues to bring the marvels of science and space travel to everyone he encounters.

Please join us for an inspirational evening with a living Canadian legend. If you are interested, please email me directly at: [email protected] to register.