Catherine Miao - IG Wealth Management

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Catherine Miao - IG Wealth Management

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Division Manager - IG Wealth Management Inc. I help Business owners retire faster with tax efficient strategies

Catherine Miao is a Certified Financial Planner that focuses on Business Owners and helps them
with Financial Planning to build and protect wealth and avoid any significant blind spots that
may deflate their purpose of running a business in the first place.

►►► Are you a Business Owner who has been laser-focused on your business and
have not had a chance to look at your overall financial impact? Chances are you are still relying on annual income tax filing and your business planning to feel
good about your financial future. While both the business plan and income tax filing are incredibly critical part of a business, most
business owners ignore (or are unaware) of the implication your business can have on your
Financial Plan. Have you thought about the following:

► What are the impact to your business and personal plans, if you are unable to work in your
business?
►Are you using all tax efficient methods to ensure you are using all your hard earned business
income towards your personal future plans?
►Have you thought about business succession and how that impacts your tax, cash flow and
transition to retirement? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business
Financial Plan

The reality is Business owners get in business to achieve their life’s goal…be it retirement,
income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a
magnitude higher than individuals...

Few examples: Tax laws, Income splitting, business continuity planning, estate planning, family
protection, passive income tax management, insurance, retirement planning, capital gains tax
reduction, foreign asset, cash flow management, asset protection, employee protection, etc. If you would like to chat, please email me at [email protected]

11/05/2026

With Anthropic’s mega-IPO about to bring new issues to market, Charles Lister Smith calculates what this means for a market top.

11/05/2026

With Anthropic’s mega-IPO about to bring new issues to market, Charles Lister Smith calculates what this means for a market top. https://tinybfs.com/t/2lR5Ft

11/05/2026

The central bank’s chairman wants to stop previewing coming moves. Several colleagues say the Fed still owes the public an explanation of how it will respond to the economy.

11/05/2026

The central bank’s chairman wants to stop previewing coming moves. Several colleagues say the Fed still owes the public an explanation of how it will respond to the economy. https://tinybfs.com/t/QkudsH

11/05/2026

In mixology, a sidecar is two parts brandy, one part orange liqueur, and one part lemon juice, served chilled. In data centers, it's a high-voltage stopgap that just might save the artificial-intelligence buildout.

11/05/2026

11/04/2026

Learn how to start and run a one-person business, including what to automate, what to outsource and when staying solo stops making sense.

11/04/2026

Learn how to start and run a one-person business, including what to automate, what to outsource and when staying solo stops making sense. https://tinybfs.com/t/nTNz3k

11/04/2026

The biggest opportunity in artificial intelligence isn’t knowing what happens next. It’s recognizing that nobody does, and having the courage to do something about it.

11/04/2026

The biggest opportunity in artificial intelligence isn’t knowing what happens next. It’s recognizing that nobody does, and having the courage to do something about it. https://tinybfs.com/t/tyv3zV

Address

200 Yorkland Boulevard, Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

https://www.ig.ca/en/advisor/catherine_miao, https://www.ig.ca/en/legal/disclosures

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