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


Jason Robertson

Mortgage Advisor,
nesto inc.

Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.

Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.