David Dai - IG Wealth Management

David Dai - IG Wealth Management Financial Consultant,IG Wealth Management Inc. Mutual Fund Division IG Wealth Management Inc. I have over a decade of relationship management experience.

Mutual Fund Division

Helping professionals, business owners and individuals make the most of their financial assets is rewarding work. I implement tax and investment strategies that help clients meet both their personal and financial goals. I am committed to providing a high level of service. As a Consultant, I have demonstrated a consistent ability to provide solutions to help protect and grow a

ssets for clients, and have helped to guide many through major life events: retirement, starting a business, divorce, or loss of a spouse. I have twelve years experience in financial services, having worked in the banking industry and IG Wealth Management. I completed the Professional Financial Planning course (2008) and the Certified Financial Planner designation in 2013. Areas of Focus: Helping Medical Doctors, Dentists, other health professionals as well as successful business owners for minimizing their tax and maximizing the benefit of their corporation.

06/03/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to u s to find out how these tips could help boost your financial plan.

Are you putting off estate planning because it feels like something for “later”?According to Christine Van Cauwenberghe,...
06/01/2026

Are you putting off estate planning because it feels like something for “later”?

According to Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management, more than half of Canadians still don’t have an estate plan, even as we enter a historic wealth transfer.

Many believe they don’t have enough wealth to justify it, but estate planning is really about protecting your wishes and the people you care about. It’s easy to delay, but even a basic plan can reduce uncertainty and stress for your family later on. Read more: https://ow.ly/mYl850Z6otW

Many life insurance policies offer flexibility and options to support you during your lifetime, not just after. For exam...
05/20/2026

Many life insurance policies offer flexibility and options to support you during your lifetime, not just after. For example, you can access cash value to supplement retirement income, fund major expenses or handle unexpected emergencies. Contact me to see how life insurance can enhance your financial plan, today and tomorrow.

Summits, sticky inflation and power plays. Read our commentary to get our insights on this week’s markets. https://ow.ly...
05/20/2026

Summits, sticky inflation and power plays. Read our commentary to get our insights on this week’s markets. https://ow.ly/4Bc630sVUuS

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disabi...
05/08/2026

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disability insurance, we can help you explore smarter options that better fit your needs and may even save you money. Contact us today to see how we can help.

This article outlines how to choose the right investment accounts based on your savings goals, timeline, and financial s...
03/23/2026

This article outlines how to choose the right investment accounts based on your savings goals, timeline, and financial situation. Understanding TFSAs, RRSPs, and investment options can support your financial well-being.

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments doing? Here’s what Canadian women (and those in their lives) need to know about investing.

03/21/2026

Invest in your health this year. Make longevity part of your plan. Join our webinar on March 30 with IG’s Vas Pachapurkar and Dr. Talia Varley from Cleveland Clinic Canada to explore how preventive health can be a performance-enhancing part of your life strategy. Register here or contact me for details: https://ow.ly/6RN530sUrsG

Here are some questions you should be asking to ensure that you’re investing in the most tax-efficient way possible and ...
03/19/2026

Here are some questions you should be asking to ensure that you’re investing in the most tax-efficient way possible and keeping more of what you earn. Read More: https://ow.ly/7JeH30sUrsC

Bank of Canada held the policy rate at 2.25%. Read this clear briefing on why forecasts are unchanged, how US tariffs ra...
02/02/2026

Bank of Canada held the policy rate at 2.25%. Read this clear briefing on why forecasts are unchanged, how US tariffs raise uncertainty for growth, jobs and inflation, and the risks for future policy.

Governor Tiff Macklem discusses the Monetary Policy Report and the key issues involved in the Governing Council’s deliberations about the monetary policy decision.

Central banks on mute, tech earnings loud and clear. Read our commentary to get our insights on this week’s markets. htt...
02/02/2026

Central banks on mute, tech earnings loud and clear. Read our commentary to get our insights on this week’s markets. https://ow.ly/lNGL50Y7V2k

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200 Yorkland Boulevard Unit 300
Toronto, ON
M2J5C1

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