Brandon Cole - IG Wealth Management

Brandon Cole - IG Wealth Management Financial Consultant at IG Wealth Management Consultant, IG Wealth Management

03/04/2025

The Wall Street Joural breaks down how much of a tariff is ‘passed through’ to customers

03/04/2025

Philip Petursson, Chief Investment Strategist at IG Wealth Management, breaks it down following the latest tariff announcements. Watch his interview on BNN Bloomberg: https://ow.ly/e28a30sKu4j

01/15/2025

Join us tomorrow at 1 p.m. ET for our 2025 Market Outlook webinar:
https://ow.ly/o2oy50UGYx6
Are you wondering what impact the new U.S. government and geopolitical events will have on the stock market? Is your portfolio balanced in such a way as to take advantage of what 2025 has in store? Join IG Wealth Management’s Philip Petursson and Ashish Utarid to find out the answers.

Here are some key dates to note down for the new year. And let’s review your plan to make sure you’re still on track to ...
01/15/2025

Here are some key dates to note down for the new year. And let’s review your plan to make sure you’re still on track to meet all your financial goals this year.

Philip Petursson Philip Petursson, Chief Investment Strategist at IG Wealth Management discusses how Canadian financials...
11/08/2024

Philip Petursson Philip Petursson, Chief Investment Strategist at IG Wealth Management discusses how Canadian financials remain attractive despite initial market reactions to Trump’s election win. Read More: https://ow.ly/lWi150U3cuY

Keep the Cottage in the Family: Essential Succession Tips🏡🌲 For many families, the family cottage holds more sentimental...
08/06/2024

Keep the Cottage in the Family: Essential Succession Tips

🏡🌲 For many families, the family cottage holds more sentimental value than any other asset. Ensuring its preservation involves careful succession planning to navigate potential tax liabilities and avoid disputes. Here are key considerations to keep your family legacy intact:

1️⃣ Tax Liability at Death: Deemed disposition means significant tax liabilities. Proper planning ensures your cottage isn't sold to cover taxes.
2️⃣ Principal Residence Exemption: Strategic use of this exemption can reduce capital gains tax.
3️⃣ Adjusted Cost Base (ACB): Keep detailed records of improvements to lower taxable gains.
4️⃣ Life Insurance: Covers substantial capital gains taxes, preventing a forced sale.
5️⃣ Gifting During Your Lifetime: Understand the tax implications of transferring the property now.
6️⃣ Equalizing the Estate: Life insurance can balance the estate for all children.
7️⃣ Co-Ownership Agreement: Essential for multiple inheritors to outline use and responsibilities.

Ensure your family cottage remains a cherished legacy for generations to come. For personalized advice on vacation property succession planning, reach out to me today!

📞 403.895.2958 📧 [email protected]

Considering your pension options when leaving an employer?There are generally three options to choose from when members ...
07/30/2024

Considering your pension options when leaving an employer?

There are generally three options to choose from when members of a defined benefit pension plan have the option to commute their pension:

1) Take the pension and commence monthly payments on a date allowed by the plan (usually between age 55 and 65).

2) Transfer the pension’s commuted value to another registered pension plan (if the new employer’s plan permits a transfer).

3) Transfer the pension’s commuted value to a locked-in account, where the commuted value of a defined benefit pension represents the present value of the lifetime pension payments as calculated under the plan’s benefit formula.
This benefit is usually comprised of an amount that can be transferred to a locked-in account (under provincial or federal pension legislation) on a tax-deferred basis and an excess amount that is subject to immediate taxation.

Contact me today and lets discuss how to get you set up for success upon your retirement.

Email: [email protected]
Phone: (403) 343-7030

07/25/2024

The IG Comedy Tour is back for its 20th year. Join me for a night of laughs! Reach out to me if you’d like to attend.

Address

Suite 200, 4909 49 Street
Red Deer, AB
T4N1V1

Telephone

+14038952958

Website

https://www.ig.ca/en/legal/disclosures

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