
Senior Financial Consultant @igwealthmgmt IG Wealth Management Inc. Mutual Fund Division Certified Financial Planner professional. https://xitter.cf/t.co/x5GOwTo5jD
Calgary Alberta
Joined May 2014
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As investing, speculation and sports betting converge on Gen Z’s screens, similar app experiences raise a critical question: is the goal long-term wealth, a short-term wager or entertainment? tinybfs.com/t/EiZinf
Now is the time to look at your portfolio and see if there are any investments that haven't worked out as you hoped that might help you reduce your tax bill. tinybfs.com/t/Q0EYql
Withdrawing more than you need from your RRSP or RRIF and reinvesting it can be a reasonable course of action. You may have heard of it referred to as an RRSP or RRIF “meltdown” strategy. tinybfs.com/t/H70ynX
Explore financial planning for retirees to ensure a joyful, secure future. With discussions around old age support intensifying, it's a great time to discuss plans, optimize retirement and embrace the golden years with confidence an tinybfs.com/t/SJ4Wfk
Household wealth is flowing from property to stocks tinybfs.com/t/AOVEBQ
Scammers may be able to access additional funds to borrow money without investor consent. tinybfs.com/t/uzDbKU
Learn how gratitude can reshape your financial habits by helping you spend intentionally, save consistently and focus on what matters most. tinybfs.com/t/uppcWT
“Creep” is the important word — it is a slow and steady process, easily unnoticed, advancing in the background. tinybfs.com/t/iYBVXo
There are still unique advantages to spousal RRSP accounts, even after the advent of pension splitting. tinybfs.com/t/B4kqq2
Tax-free savings accounts (TFSAs) are one of the most popular tools for retirement savings. Since you contribute funds that you’ve already paid taxes on, you’ll enjoy tax-free growth. However, the government places limitations on ho tinybfs.com/t/xUeE0P
FP Answers: The key is cash flow and whether he can comfortably repay the loan while paying off other debt such as a mortgage. tinybfs.com/t/ZyvXcX
A taxpayer argued the AMT was meant for high-income earners not for a single large capital gain, but lost in court. tinybfs.com/t/Ws1ftK
Rates have jumped by more than 0.25% in the last month. tinybfs.com/t/vvQn7n
Retirees often underspend despite strong finances. This piece explains why spending feels risky and how behavioral strategies can make retirement income easier to use. tinybfs.com/t/MPzGtG
Twenty years ago, a Domino's IT guy built the Domino's Pizza Tracker. Today, it's why your Uber and DoorDash look the way they do. tinybfs.com/t/LgnTQV
Advisors share how RESP funding and withdrawals can go wrong. tinybfs.com/t/iPEIif
The Jets should let their star goaltender sit idle and not give in to him asking for a new team. tinybfs.com/t/C8vg6l
AI and geopolitical risk could transform Canada’s resource-heavy stock market from laggard to strategic asset. tinybfs.com/t/4fTvpi
If you name a successor holder, your TFSA can continue growing tax-free long after you’re gone. tinybfs.com/t/vs0Ahu
Ever wonder why ticket prices keep changing? Here's how dynamic pricing affects flights, concerts, sporting events and more. tinybfs.com/t/yXG3qD



















