Business Success

  1. Capital Gains Exemption

  2. Private Company Advisory

  3. Succession Planning for Private Business

  4. Succession Planning Gap

Did you know? 

Many business owners assume succession planning is something to address later—but the most successful transitions are planned years in advance. 

A proactive succession strategy can help preserve the value you’ve built while minimizing taxes and disruption. Whether transitioning to family, employees, or an external buyer, thoughtful planning allows you to structure the process in a way that protects your legacy, supports your retirement goals, and ensures business continuity. 

Succession planning isn’t just about stepping away. It’s about taking control of your exit, maximizing the outcome, and setting the next generation—and your business—up for long-term success. 

Soft Side of Retirement

  1. It's time for real retirement
  2. Die with zero
  3. Annual IG Wealth Management Retirement Study
  4. Are you ready for the emotional side of retirement?

Tax Planning

  1. Tax Benefits of Insurance

  2. Calculate your taxes owing this year

     

 

Corporate tax

  1. Capital Gains Exemption
  2. Passive vs Active Income
  3. Small business deduction Grind

Investments

  1. RRSP Calculator
  2. 2026 Outlook Webinar
  3. Investment Growth Calculator
  4. Q4 2025 Market Review

Protection Plan

  1. Five key milestones that call for Life Insurance
  2. Risk Calculator
  3. How Insurance can help save your Company
  4. The Importance of Life Insurance in a Financial Plan

The Next Generation

  1. 5 Lessons for kids about money
  2. RESP Calculator
  3. The Wealthy Barber
  4. The Psychology of Money

Charitable Giving

  1. IG Charitable Giving Program
  2. Tax Rates for Charitable Giving
  3. Charitable Tax Credit Calculator

  4. Charitable Giving Video

     

Mortgages

  1. Mortgage Payment Calculator
  2. How to negotiate mortgage rates
  3. Variable vs. fixed rates

Retirement

  1. Sequence of Returns
  2. Retirement Income Calculator
  3. Combining Investment Income and Insurance can grow your wealth
  4. Video: IG Living Plan Summary

Estate Planning

  1. Geno Mapping
  2. Why ALL Business Owners need a Tax & Estate Plan
  3. Significantly Reduce your Estate Taxes with this Charitable Giving Strategy!
  4. Discussing Estate Planning with Reluctant Relatives
  5. The Cost of Poor Planning - Is a pet worth $200K out of your estate?
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