Sunshine Pawchuk - IG Wealth Management

06/14/2023

Financial planning myths, there are several.

Our latest blog debunks Myth #1 namely that tax refunds are something to celebrate.

Click on the link below to discover why a substantial tax refund may not be as beneficial as commonly believed, and delve into the advantages of not receiving one.

https://www.shopstalbert.com/investorsgroup/?listing.action=blog

06/02/2023

Can we shop our way out of a recession? Consumers in Canada are giving it their best shot.

This article published by the Globe and Mail outlines the tug-of-war between increased consumer spending and the Bank of Canada’s efforts to suppress inflation.

Read the article here: https://www.shopstalbert.com/investorsgroup/?listing.action=blog

* Article credit: Jason Kirby

05/24/2023

As many of you know we are huge supporters of the annual IG Walk for Alzheimer's and we are sad to share the following announcement but at the same time, commend IG Wealth Management and the Alzheimer's Society for putting the health of Albertans first.

We thank all of you who have signed up to volunteer and participate. All donations will still go directly to the Alzheimer's Society and generate tax deductible receipts for donations above $25.

Announcement:

As you may know, Alberta is currently facing a series of wildfires resulting in poor air quality which raises safety concerns for outdoor activities. The safety and well-being of our participants, staff, volunteers, and community members remain our highest priority. With this in mind, we are postponing the IG Wealth Management Walk for Alzheimer's event in all locations in our region (in Alberta and Northwest Territories).
We made this decision after very careful consideration and in consultation with our Senior Leadership Team, Alzheimer Society of Canada, and Executive Members of the regional IG Wealth Management team (our sponsor).

05/24/2023

Join Chief Investment Strategist, Philip Petursson, live as he reviews the year so far.

Topics include:

A review of Philip’s predictions from the 2023 Market Outlook Webinar.

Trends to watch closely in 2023 and early 2024.

A live Q&A chat with Ashish Utarid and Pierre-Benoît Gauthier, AVPs of Investment Strategy.

Thursday, June 8, 2023

12 noon MT

If you are interested, please send me a message so I can provide you with the registration and event access link.

05/11/2023

Still time to register for our Estate Planning webinar focused on vacation properties!

Date: May 11
Time: 12 PM Mountain Time
Duration: 1 hour

Topics include:

• How to manage capital gains on a vacation property.
• Difference between principal and recreational properties.
• Joint ownership or gifting of a property.
• Tax considerations on a U.S. vacation property.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions.

Register now to attend the webinar and gain insight on this important topic.

Message me for the registration link. 🙂

04/26/2023

A vacation property is not only a financial asset, but also an emotional one.

Join our webinar on May 11th, 2023 at 12 p.m. MT to learn about the financial considerations that should go into handing down a vacation property to a loved one.

Topics include:

• How to manage capital gains on a vacation property.
• Difference between principal and recreational properties.
• Joint ownership or gifting of a property.
• Tax considerations on a U.S. vacation property.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions.

Register now to attend the webinar and gain insight on this important topic.

PM me for the registration link. 🙂

04/24/2023

04/12/2023

Thank you for supporting me in raising awareness and funds that will make a difference in the lives of people living with dementia, their caregivers, and families.

I’m participating in the IG Wealth Management Walk for Alzheimer’s in Edmonton on May 28th to help raise money on behalf of the Alzheimer Society, so they can meet the growing demand for programs and services. These and other resources make all the difference in the way that people affected by dementia are able to manage the disease and live life to the fullest.

Thank you for whatever donation you can make. No matter how small or big, you are making a difference in the lives of people affected by dementia.

Donate now! https://bit.ly/3UtcKQt

Thanks in advance!

03/29/2023

How we can help:

1️⃣ Planning for a beneficiary with a disability

2️⃣ Planning for a beneficiary who is a spendthrift

3️⃣ Guiding on family communication strategies

Real-life story:
Alan and Sue have three adult children: Sharon, Shayla, and Charlie. Charlie, who lives with them, has significant disabilities; he is unable to work and receives social assistance benefits that provide a monthly stipend and prescription drugs. Alan and Sue want to ensure Charlie’s well-being after they pass.

While Alan and Sue initially wanted to update their wills, it was explained to them that a properly structured tax-efficient estate plan is much more than a will. In addition to Charlie’s needs, they needed to consider their full family situation, goals, and concerns.

If this scenario is similar to your own, let’s talk!

PM us or book a meeting here:
https://bit.ly/3Khwkf0