Quynh Diep, MA, RRC, CFP - IG Wealth Management

07/21/2026

Một loạt bài rất bổ ích ai cũng cần phải đọc.

Estate planning ensures that all of your final wishes are carried out, in the most tax-efficient way possible. Here’s what it involves.

07/21/2026

When you make a will, you can’t just set it and forget it. Find out about the key moments in your life that could require a change in your will.

05/06/2026

What is estate planning?

Did you know that over half of Canadians don’t have a will? And that number jumps to 70% for younger Canadians (aged 18-34) and 66% for those aged 35-54. This is even more surprising given that almost 60% of Canadians think they have a good level of estate planning in place.

https://www.ig.ca/en/insights/what-is-estate-planning

Estate planning ensures that all of your final wishes are carried out, in the most tax-efficient way possible. Here’s what it involves.

04/28/2026

This year, IG Wealth Management celebrates 100 years of helping Canadians invest through everything markets can deliver. Philip Petursson, Chief Investment Strategist at IG Wealth Management, takes us through a century of market history; from the 1929 crash to the dot-com boom, the 2008 crisis and pandemic shock. He reveals a surprising pattern: while the triggers change, the rhythm stays remarkably consistent. Excess leads to stress, followed by policy response and recovery. Philip explains why the core building blocks of investing haven't fundamentally changed and shares the real lesson from a century of markets: success isn't about predicting the future perfectly, it's about preparing for it consistently.

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

04/03/2026

Sending best wishes for a joyful Easter filled with peace, gratitude and time spent with loved ones as we welcome a new spring season. 🌸🌸🌸

03/25/2026

Most people have heard of mutual funds, but what are actively managed funds? Let’s explore what they are, how they work and how they can help your savings grow. Read More: https://www.ig.ca/en/insights/actively-managed-funds-versus-passively-managed-funds

https://www.ig.ca/en/insights/actively-managed-funds-versus-passively-managed-funds

Most people have heard of mutual funds, but what are actively managed funds? Let’s explore what they are, how they work and how they can help savings grow.

03/14/2026

To commemorate IG's 100th anniversary, Damon Murchison, President and CEO at IG Wealth Management, has authored an article highlighting the profound transformation underway in Canada's wealth industry, driven by accelerating AI adoption, growing client demand for diversified wealth offerings, pressure from digital disruptors, escalating expectations for personalization and transparency, and a rapidly evolving advisor talent pipeline. The article emphasizes that successful firms will thrive by integrating trusted advice and deep expertise with personalized, technology-enabled planning to address increasingly complex client needs. Read the full article:

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

02/19/2026

A business grows in stages.

Wealth is built with intention.

From your first dollar of revenue to the moment you begin planning your exit…

every stage of your business demands a different strategy: financially, legally, and personally.

And here’s something I see often:

Many prospects ask me, “Should I use a trust? Should I set up a holding company?”

Yet most don’t realize that the right structure depends entirely on which stage of the business life cycle they’re actually in.

Not every stage needs the same planning — and using the wrong tool at the wrong time can become costly.

Because as your business evolves, so do your risks, your opportunities, and your goals.

Start‑Up → Growth → Maturity → Transition

Each phase comes with its own risks, tax opportunities, and wealth‑building tools.

The business owners who thrive long‑term are the ones who structure their:

✔ protection

✔ cash flow

✔ corporate investments

✔ agreements

✔ exit strategy

with foresight, not hindsight.

Your business is not static.

Your plan shouldn’t be either.

If you’re ready for advice designed for your stage — and the one ahead — let's talk.