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


The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.

Insurance provides peace of mind, protection and opportunity. We will work with you through an initial insurance-needs analysis to determine your insurance requirements. Then we will create a unique strategy to protect you and your family’s financial well-being.

  • Manage risk and protect your income Policies for managing risks to your financial plan like life, critical illness or disability are important when protecting your family from an unforeseen loss of income or from unplanned expenses.
  • Protect the value of your estate Insurance does more than protect you. It is also an opportunity to accumulate additional savings for retirement or to leave more of your wealth, tax-free, to the people or causes you care about.
  • Guaranteed income you can never outlive An important foundation of your retirement plan could be a life annuity that may provide a guaranteed foundation for your retirement income.