RSVP Extended to October 21st! Please complete the form below to RSVP.

Please join us for our first Estate Planning Seminar exclusively for Chimuk Landry clients and your invited family and friends.  This two part series includes an in-depth conversation about estate planning and administration with Jordan Chimuk, Candace Landry, and Krista Clendenning, J.D., T.E.P., Partner with Tradition Law LLP, Estates and Trusts.

This first seminar will cover the following Estate Planning topics:

• Importance of a Legal Will and Power of Attorney

• What to know and consider in advance of administrating a parent’s estate

• Legal fees

• Understanding probate

• Advertising to creditors

• Joint ownership of accounts (pros and cons of adding adult children as joint owners)

• Transferring vacation property

• Preparing for your estate meeting with lawyers with financial planning at Chimuk Landry

The second seminar in early 2025 will cover Post-Death Estate Administration, including:

• Steps involved in administering an estate

• Understanding legal and financial responsibilities

• Executors compensation explained

• Common challenges and how to address them

• CRA Notice of Death tip sheet

A light wine and cheese will be served 30 minutes before our presentation, followed by a Q&A. This presentation will be available in-person, and also online via Zoom for our guests out of province.

Doors open at 6:30 p.m., presentation to begin at 7 p.m.

About Krista Clendenning:

Krista’s focus in her practice is in estate planning and estate administration.  She is a member of the Estate Planning Council of Winnipeg and acting deputy chair of the Manitoba branch of the Society of Trust and Estate Practitioners (STEP).  Krista endeavors to make the estate administration process easier on executors and family members who are often grieving for their loved ones.  She also regularly lends her time to educating lawyers, organizations and the public on estate related topics, and has a specialized practice in planning for family members of persons with disabilities.

RSVP

Please fill in the following form to request a seat at this event. A confirmation email will follow within 24 hours while seats are available. Seating is limited. The event will take place at 461 Sterling Lyon Parkway, Winnipeg.

Webinar series: Inspiring financial wellness

We’re excited to invite you, clients, and prospects, to our fall webinar series, hosted by Melissa Leong. Described by Forbes magazine as “one of the best-loved authorities on personal finance”, Melissa is a best-selling author and media personality, appearing regularly on CTV’s The Social, The Drew Barrymore Show, BNN, CBC Radio and Breakfast Television.

Melissa will host a series of personal finance webinars designed to provide valuable and timely advice that will boost your financial confidence. Topics will include:

• The impact of high mortgage rates on your financial plan.

• How to prepare your business to manage without you.

• Protecting your finances after a divorce or separation.

There will also be a virtual Q&A session at the end of the discussion at each webinar to answer some of your questions.

Higher mortgage rates: what’s the impact on your plan?
Thursday, October 3, 2024
How would your business operate without you?
Thursday, October 10, 2024
Breaking up is hard to do: financial planning through a separation or divorce
Thursday, November 7, 2024

10 a.m. PT | 11 a.m. MT | 12 p.m. CT | 1 p.m. ET | 2 p.m. AT | 2:30 p.m. NT

Thursday, September 12, 2024
10 a.m. PT | 11 a.m. MT | 12 p.m. CT | 1 p.m. ET | 2 p.m. AT | 2:30 p.m. NT

Is now the time to take profits and rebalance your portfolio? How are the current trends in the economy impacting your financial plan?

Don’t miss this webinar to find out the answers to these questions and more. Join host Jacqueline Hansen and IG Wealth Management's Chief Investment Strategist, Philip Petursson as they discuss:

• Shifting consumer behavior.

• The U.S. elections and their potential impact.

• The burden of high interest rates over a long period.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.

Jacqueline Hansen
(Host)
Business journalist and
television news anchor

Philip Petursson
(Speaker)
Chief Investment Strategist
IG Wealth Management

Join us on Thursday, March 7, 2024 at 10 am PT I 11 am MT I 12 pm CT I 1 pm ET I 2 pm AT I 2:30 NL

Every year you feel the impact of paying up to 42-45% of your income to taxes. You deserve help. We’re sharing tips and strategies you can apply to your tax return that can help you be as tax-efficient as possible, helping you in the long-run.

Join Herp Lamba, Senior Vice President, Head of Business Development and Craig McIntyre, Director Tax & Estate Planning, Advanced Financial Planning as they discuss tax advice that could help optimize your income tax return with Revenue Canada. 

This session will cover:

• Tax refunds, and why it’s BETTER not to receive one

• The differences between a tax deduction and tax credit

• How to reduce your income tax deductions at source

• What should you do with the extra dollars in your monthly income

There will also be a virtual Q&A at the end of the discussion to answer your questions.

Join Philip Petursson, Chief Investment Strategist, and Ashish Utarid, Assistant Vice-President Investment Strategy as they share their team’s 2024 market outlook.

Heading into recession or recovery: why not both?

Topics include:

• Interest rates and the economy.

• Recession risks and inflation.

• Valuations and commodity prices.

Submit your questions in advance for our Investment Strategy Team at chimuk.landry@igpwm.ca.

Back again for a second year, join Canada’s Baking Sweetheart, Anna Olson in a live baking event exclusively for IG Wealth Management clients.  Anna is the bestselling author of several cookbooks, including her latest, Baking Day with Anna Olson and Set for The Holidays, which won the Taste Canada Silver Cookbook Award.

Anna will bake up some spectacular treats to share with family and friends this holiday season. She will also share an additional surprise recipe that will surely become a seasonal staple in your home.

This virtual event will have simultaneous French translation available and is suitable for all ages.

Download and print your recipe cards here prior to the event to ensure you have all ingredients measured and ready in hand.