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.

A recent Statistics Canada study reveals a surge in homeownership rates among recent immigrants while Canadian-born rate...
06/19/2026

A recent Statistics Canada study reveals a surge in homeownership rates among recent immigrants while Canadian-born rates decline. Discover insights on regional trends, mortgage behaviors, and the factors influencing these changes.

Homeownership rates for recent immigrants in Canada grew recently, but it also decreased for Canadian-born individuals, according to a Statistics Canada study released Tuesday.

06/18/2026

Don’t miss part three of our IG 100th anniversary event series on June 18. Join us for an unforgettable evening as Rick Mercer and Alan Doyle share stories, music, and true Canadian spirit. Register now: https://ow.ly/fbf950ZefEu

The AI paradox: record results, falling stocks. Read our commentary to get our insights on this week’s markets. https://...
06/08/2026

The AI paradox: record results, falling stocks. Read our commentary to get our insights on this week’s markets. https://ow.ly/lOKV50Z8PAB

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.

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Toronto, ON
M2J5C1

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