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.

Could higher oil prices and the AI buildout reshape the investment landscape? Philip Petursson, Chief Investment Strateg...
09/02/2026

Could higher oil prices and the AI buildout reshape the investment landscape? Philip Petursson, Chief Investment Strategist at IG Wealth Management, joined BNN Bloomberg this morning to discuss why geopolitical tensions and supply disruptions could keep oil prices higher for longer, creating opportunities in the energy sector.

He also explored how growing AI infrastructure needs could fuel demand for commodities, while AI adoption itself is already driving productivity gains across businesses. Watch now: https://ow.ly/50uq50ZHWEp

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combin...
09/01/2026

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency. Read more: https://ow.ly/peKY50ZHWEe

08/28/2026

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.

Many Canadians don’t understand that a will and estate plan are very different. Find out what an estate plan contains an...
08/27/2026

Many Canadians don’t understand that a will and estate plan are very different. Find out what an estate plan contains and why it’s crucial for most people. Read more: https://ow.ly/ea1s50ZENvu

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rat...
08/26/2026

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rates, with implications for bonds and the Canadian dollar. Listen now: https://ow.ly/3mAs50ZENv7. Subscribe, rate and review now.

In case you missed it: Philip unpacks why the Bank of Canada's next move might not be a cut and what shifting rate expec...
08/24/2026

In case you missed it: Philip unpacks why the Bank of Canada's next move might not be a cut and what shifting rate expectations mean for Canadian investors. Listen now: https://ow.ly/gcAY50ZENu6. Subscribe, rate and review now.

Bond rates rose, AI values dropped, and trade tariffs paused. Read our commentary to get our insights on this week’s mar...
08/24/2026

Bond rates rose, AI values dropped, and trade tariffs paused. Read our commentary to get our insights on this week’s markets. https://ow.ly/j6RC50ZENuN

Discover why institutional investors are flocking to well-established infrastructure assets like airports and pipelines....
08/21/2026

Discover why institutional investors are flocking to well-established infrastructure assets like airports and pipelines. This article explores their appeal and potential benefits for modern investment portfolios.

The fund that invests for the CPP had a quarterly net return of 7.5%, the highest since the fourth quarter of 2015. Keep reading here.

08/20/2026

When you have a blended family, it’s even more important to be careful about your will and how you name beneficiaries. Even if you already have an estate plan, a second opinion could be priceless.

Discussing wills and other estate planning subjects can be difficult for many people. These strategies can help you to s...
08/19/2026

Discussing wills and other estate planning subjects can be difficult for many people. These strategies can help you to start those conversations. Read More: https://ow.ly/i9IO50ZAwsb

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