Local Events 


We are thrilled to host a number of small local events. If you're interested in attending, send us an email at jaymie.deprez@igpwm.ca or register below.

 

A holistic approach to tax & estate planning: The importance of a well-structured estate plan
Thursday, May 9, 2024 @ 2pm

Join us for a free tax and estate planning seminar tailored specifically for individuals aged 50 and above. Here's what you can expect:

  • Expert insights from seasoned professionals in tax and estate planning
  • Practical tips on optimizing your retirement savings and minimizing tax liabilities
  • Guidance on preserving and passing on your wealth and most valued assets to future generations
  • Illustrations and projections of a personal financial plan and the importance of having a comprehensive estate plan
  • Charitable giving strategies

 
Reserve your spot today and join us for a light lunch, coffee and refreshments!

Register Now


You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.

Business succession may involve passing your business to the next generation or selling it to a third party. We can help you evaluate all aspects when building a succession strategy, which include:

  • Navigating the purchase and sale of a business, whether to family, management team, or third party
  • Accessing the lifetime capital gain exemption – are you eligible?
  • Understanding shareholder agreements
  • Minimizing the amount of tax you pay

Whatever your route, we offer the experience and expertise to help you reach a decision that is best for all involved. Our team will guide you through the many moving parts to help you understand their potential impact on your overall financial well-being.