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Jake Lee - IG Wealth Management

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Jake Lee - IG Wealth Management

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Senior Wealth Advisor, IG Wealth Management Inc.

10/16/2026

You’ve already had the conversation three times. And you still haven’t done anything about it. 🚪🚪🚪

The insurance broker. The accountant. The lawyer.
Each one did their job properly, and you still walked away without a decision.

That’s not a failure of information. It’s that nobody in the room owns the strategy end to end.

So when you raised this with your accountant, what did they say?
If the answer was a shrug, we should talk. 👇 Send me a message.

09/04/2026

Pablo Picasso controlled everything about his art. Who bought it, what it sold for, how the world saw it.

Then he died without a will. Six years and thirty million dollars in fees later, his family was still fighting over what he spent seventy years building.

You don't need a Picasso-sized estate for this to happen. If you own a business, the questions show up within days: who has signing authority, who can access the accounts, who actually knows how to keep it running.

That's the gap I help close, as a fractional family office for entrepreneurs and families.

Let's talk. Drop a comment, send a DM, or book a call 👇

[email protected]/s/SGuCNzM43k21uhcyDjE_kA2?ismsaljsauthenabled" rel="ugc" target="_blank">https://outlook.office.com/book/[email protected]/s/SGuCNzM43k21uhcyDjE_kA2?ismsaljsauthenabled

08/28/2026

Figo. Zidane. Ronaldo. Roberto Carlos. Raúl. And that summer, Beckham.

Six of the best football players on earth used to be in one team at the same time.

They then went three straight seasons without winning a thing.

The part people forget is what else happened that summer. They also let go of the one player nobody outside the club ever talked about. No goals. No posters. No shirt sales. His entire job was making everyone else's job work.

The stars stayed stars. The team stopped functioning.

I hear the business owner's version of this constantly:

"My accountant, my lawyer, and my financial advisor never talk to each other."

It's rarely said as a complaint. It's usually said as an observation — almost an apology, like it's normal and they're being fussy for noticing.

It isn't fussy. Your accountant is optimising last year. Your advisor is optimising the portfolio. Your lawyer drafts what he's asked to draft. All three can be genuinely excellent and the result can still not work, because coordination was never anyone's job.

That's not a talent problem. It's a shape problem.

You don't need better players. You need someone holding the shape.

08/23/2026

Talent alone doesn't win championships, and it doesn't build lasting wealth either. Most successful families already have great professionals in their corner, an accountant, a lawyer, an advisor. But without the coordination and strategy tying it all together, even the best advice can cost you.

That's the gap I help close, as a fractional family office for entrepreneurs and families.

Let's talk. Drop a comment, send a DM, or book a call through the link below. 👇

[email protected]/s/SGuCNzM43k21uhcyDjE_kA2?ismsaljsauthenabled" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/s/SGuCNzM43k21uhcyDjE_kA2?ismsaljsauthenabled

03/17/2026

When the first digit of my age changed, I suddenly realized something:
I might actually be mortal. 😂

Looking back now, I can see how childish I was before that.

I’ve always had ambitious dreams — and I still do.
Sometimes it feels like letting go of those dreams would be the ultimate failure. Maybe that’s why I refuse to release them.

And yes, I know I’m still very young.
When that digit changes again in another decade, I might look back and think, Wow, I was still so young back then.

But what I’m realizing more clearly now is this:

Time doesn’t fly like an arrow.
It flies at the speed of light. (I mean quite literally at that speed, maybe not exactly ‘flying’)

All those dreams, plans, and promises we make to ourselves and to our loved ones — they need to be fulfilled sooner than we think.

What I can no longer afford is not the risks.

What I can no longer afford is kicking the can down the hallway, because sooner or later, the hallway runs out.

So let me ask you:

What are you kicking down the hallway?

Why not make up your mind and take action today?

Because I’m sorry to say this…
but your hallway is running out too.

03/13/2026

In estate planning, it’s not about how much you make—it’s about how much your family keeps.

Permanent life insurance is one of the few instruments in Canada that allows for the tax-free transfer of significant wealth. By funding a policy using assets you likely won't deplete during your lifetime (like RRSPs, RRIFs or non-reg investment accounts), you are:

- Discounting your future tax bill.
- Creating immediate liquidity for your heirs.
- Bypass the probate (meaning no probate fees).
- Guaranteeing a legacy that the CRA can’t touch.

It is simple, guaranteed, and incredibly effective.

Want to see the math? Let me know, and I’ll send you a breakdown of how this conversion works in real-time.

03/11/2026

It’s unfortunate that one of the most powerful tax-planning tools in Canada is often reduced to a simple sales transaction.

It’s a missed opportunity I see far too often. Life insurance is frequently marketed as a standalone "safety net"—a basic product sold on fear or obligation.

It is rarely positioned for what it actually is: A sophisticated, tax-exempt asset class.

When life insurance is sold in isolation, without considering your projected tax liabilities and your corporate structure, it isn't a strategy. It's just a bill you pay every month.

I find it sooo regrettable when I see families with complex wealth structures holding "off-the-shelf" policies that don't talk to the rest of their financial plan. You deserve better than a transaction; you need an integration.

Your insurance should work with your plans, not just sit beside them.

If you’ve never had your coverage reviewed through a tax and estate planning lens, let’s change that. I’m happy to offer a second opinion on how your current assets can be optimized for the next generation. 👇

03/09/2026

How I am helping my client save almost $2 million in taxes on the estate.

Recently, I worked with a successful entrepreneur whose wealth was largely held inside a private corporation.

Like many business owners in this position, the concern was simple:
“How much tax will CRA take away when I’m gone?”

When I first analyzed the situation, I explored several strategies—insurance solutions and other complex planning structures. But after running the numbers carefully, none of them produced the best outcome. In fact, they would have added high cost and complexity.

Instead, the best solution turned out to be something much simpler.

We designed a purposeful, long-term plan to gradually distribute corporate assets to the personal side during his lifetime. By managing the timing and structure of those distributions properly, the projected tax on the estate drops by almost $2 million.

No complicated structures.
No expensive strategies.
Just thoughtful planning and care.

This is a good reminder that the best strategy is not always the most complex one—it’s the one that truly fits the client’s situation.

Many entrepreneurs have millions of dollars trapped inside their corporations without realizing the tax consequences their estate could face later.

If you’re a business owner and most of your wealth sits inside your company, it may be worth reviewing your strategy.

📩 Send me a message or book a meeting if you’d like to explore what proactive planning could do for you and your family.

03/06/2026

Entrepreneurs have a lot of flexibility when it comes to managing their finances and building wealth.

And flexibility is really just another word for decisions.

Just like Spider-Man’s famous line — “With great power comes great responsibility.”
For entrepreneurs, great flexibility comes with important decisions… and different consequences.

One of those classic decisions that everyone talks about — and the answer is always “it depends” — is:

Should I pay myself dividends or salary?

Here’s another way to think about that question. It can make the answer a little clearer.

Do I want to
- Save a bit of income tax this year,
- Make slightly stronger corporate financial statements, and
- Make a little less administrative work (no payroll, no T4 for yourself, fewer CRA remittances)?

In exchange for:
- Opting out of CPP contributions,
- Giving up RRSP contribution room (and needing other strategies to save for retirement and taxes),
- Potentially reducing borrowing power with major financial institutions, and
- Possibly missing out on certain tax credits?

Of course, it doesn’t have to be all or nothing. Most likely, a combination of the two will make the most sense.

But the key question is:
Has anyone actually walked you through these decisions and the long-term consequences?

If your accountant or financial advisor has never brought this up, bring it up with me.

The right decision today, tomorrow and on will make a very big difference 10–20 years from now.

02/24/2026

What does the $33,810 RRSP annual contribution limit mean for business owners?

Well, it means CRA will incentivize entrepreneurs to declare up to $187,833 in salary while earning CPP as part of their retirement income and getting an easy indisputable tax deduction of $33,810 and get $13,971 of tax refund you can spend on...

maybe a family trip to Hawaii in this spring break or...

maybe a special anniversary gift for your spouse or...

maybe a life insurance premium to significantly reduce or elimitate your tax burden on estate or...

maybe a new motorcycle or...

maybe paying down the mortgage or...

maybe a down payment on a vacation property or...

maybe just an extra savings in your tfsa or....

I ran out of ideas but I am sure you will have good ideas as an entrepreneur right???

Share with me what you would do 😉

Address

1800-666 Burrard Street
Vancouver, BC
V6C2X8

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16042830988

Website

https://advisor.investorsgroup.com/en/jake_lee

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