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’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.