Greg Chadwick
104 - 2100 Guthrie Rd V9M 3P6 Comox, BC, Canada

Introducing IG Wealth Management's "Living Plan". Our newest tool to help clients better understand where they are, where they are going, and what they are capable of. I've very excited to share this with my clients!

There is more to tax planning than RRSP contributions! This article sums up other considerations and strategies you could implement as part of your financial plan. If you don't have a financial plan or would like a no cost, no obligation review of your current plan, reach out to me at 250.339.2137 or [email protected] and I am happy to help.

On January 27th IG Wealth Management is hosting an informative webinar on Mastering Your Retirement. Tune in to hear from industry experts on reaching goals, identifying sources of retirement income and managing your plan.

Tis' the season for tax considerations and acting on tax efficient strategies for your business! Perhaps not what is on everyone's mind but if you are a business owner, here are some items to keep in mind for your year end. https://www.igprivatewealth.com//year-end-tax-planning-tip

An offer for those on the front lines of these challenging times.

This presentation will have some valuable information for those going through a divorce or separation. There is no cost to attend and the information within could help in a difficult time.

This year hasn’t exactly gone according to plan .. and having a strong financial plan is more important than ever. The IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are to adapt to life’s changes. https://snapshot.investorsgroup.com/ Follow this link to get your score today.

Everyone's situation is different but many have questions on the COVID-19 pandemic and the ripple effect it can have on their financial plan. This piece touches on estate planning, a crucial element to a sound plan, and some considerations to make. If you have questions and would like to talk about your financial plan, please contact our team of Gee Gibson and Associates for a no cost no obligation meeting via phone, Zoom, or Microsoft Teams. 250.339.2137 or [email protected]

Timely advice: getting out of the market when things get bumpy can be a costly long-term strategy. http://ow.ly/YLbK50AZRnR

Everyones situation is different but many have questions on the COVID-19 pandemic and the ripple effect it can have on their financial plan. This piece touches on estate planning, a crucial element to a sound plan, and some considerations to make. If you have questions and would like to talk about your financial plan, please contact our team of Gee Gibson and Associates for a no cost no obligation meeting via phone, Zoom, or Microsoft Teams. 250.339.2137 or [email protected]

Hello everyone!Saturday May 2 at 9:30 am IG Wealth is putting on a free webinar for business owners. The presenters will go over the Governments support measures and how they relate to business owners specifically. We have some experts taking part in the presentation who I know will bring value to anyone who listens and there will be a Q & A at the end to get further clarity. ...This is free and no obligation, use the link below to register and if you have any questions afterwards we are happy to help.https://event.on24.com/wcc/r/2316264/F65614468AD2251833ECC4BDB01444FA?partnerref=RO19DuaneGee

In our current conditions, business owners are facing many new challenges - but that doesnt mean the questions or dilemmas they were facing before have disappeared. If you were - or are - considering incorporation, have a look at this article to get some great information and let me know if our team can answer any questions you may have.

Curious about the markets what events to watch through 2020? IG Wealth has put out a great piece on the subject. Give it a read and stay informed!

I know many who understand the importance of giving back and are looking for information on the best options to do so. Our team at IG Private Wealth Gee, Gibson & Associates can explain the ins and outs of charitable giving accounts and how you can leave an ongoing legacy while keeping your financial plan intact. Contact us at 250.339.2137 to learn more or email me directly for information at [email protected]

The need to plan is real and the experience can be a breath of fresh air to those concerned about what the future holds. Our clients know what to expect and how best to proceed with big decisions related to pensions, CPP and OAS, investment income and associated taxation. Let us help you find peace of mind with a review of your plan. [email protected] http://geeandassociates.ca/

A new tool for self assessment. See what your snapshot tells you by following the link below.

Considering how your home fits into your retirement? This article can help the thought process around your options and key things to consider.

We have more than we know, but where does it go? Cash management is an important part of a plan, these quick tips can help you out with a very common concern.

Youve built a successful and profitable business - excellent work! Now what to do with the profits themselves? Make sure you plan properly to determine what is right for you, your business and its continued growth.

Timing the markets or letting emotion dictate when you are in or when you are out can be detrimental to your long term plan. Putting a plan in place that takes into account the length of time invest, the purpose of your investment as well as your risk tolerance will help you stay the course and reach your goals.

During a weekend full of family and friends, more than one conversation lead to finances and the future. Its important to have discussions around what we want when we retire and our wishes for our estate afterwards. Make these transitions easier with a proper financial plan and a team in your corner who know where you are at and what you are working toward.

Proud of IG putting so much effort into the Walk for Alzheimers and the outpouring of support from communities across Canada.

Major life events can make or break a financial plan and divorce ranks highly on the list of most disruptive. If youre going through a divorce or know someone who is, take heed of the advice in this article to help you now and in the future.

A month and a half in and really feeling like part of the team. Get to know Gee Gibson & Associates Private Wealth Management by visiting our website: http://www.geeandassociates.ca/en/who-we-are/our-team/

Worked to the bone? Candle burnt at both ends? Nose to the grindstone?! All these sound too familiar but a new movement in self care is taking over. Be conscious of your mental health and well being, plan for proper vacations but also remember to allow yourself moments of zen in your daily or weekly routine.

There are plenty more than 5 myths about financial planning but debunking these ones is a good place to start! Having a focused approach to your finances is important and working with a professional who can help to guide and educate you along the way will help you to achieve your goals.

Graduation is just wrapping up and wedding season is in full swing! Big or small how you choose to celebrate these occasions can have an impact on your overall finances. Have a look at this article for some guidelines and helpful hints on how to plan ahead ensuring the big day is all fun and no fret.

Running a business comes with inherent risks. The right insurance can be used to mitigate some of these risks so you know youre protected, and peace of mind equals improved functionality. A win win for you and your business. Contact me to learn more about the options in this article, the coverage that is right for you and how to structure them in a tax efficient way. 250.339.2137 / [email protected]

Familiar with the new passive income rules? Here is an easy to understand summary to answer some questions around it. As always, contact me for more details [email protected] 250.339.2137

Employees feel valued when they have group benefits available to them through work. Business owners, I can work with you to design a benefits package that you and your employees will love and one that fits within your budget. Ill come to you, discuss options, shop what is available and present it to you - all at no cost. Call me to learn more about a group benefits package today. 250-338-7811 or [email protected]

Protect against the worst and plan for the best. As a 35 year old male who doesnt smoke, I have a 34% chance of a disability before age 65, a 26% chance of a critical illness before 65 and a 6% chance of dying before 65. Its terrifying to think of but these are real stats, so what do I do? I protect against them with insurance so I know I have an income if Im disabled, I will have funds to live off if I get an illness, and my family is looked after if I were to pass.... Come see me to learn more about what is available to you, dont put it all on the line thinking "it wont happen to me". 250-338-7811 is my office number, [email protected] is my email. Get in touch for a free, no obligation review

Our team has helped many clients make the right decision on what to do with their pensions. It is important to look at all factors and Thomas Dargie - IG Wealth Management has the experience you need to go over your options. Call our team or email today to book a meeting: 250-338-7811 [email protected]... [email protected] See more

This is the last week for RRSP contributions to apply towards your 2018 income. If youd like to make a contribution or discuss the best option for you personally, contact me and we can set up a time. 250-338-7811 or [email protected]

- Thinking of incorporating? - Wondering what to do with retained earnings in your corporation? - Are your strategies both tax efficient and whats best for your future? The Team of Chadwick & Dargie will meet with you to understand where youve been, make sense of where youre at and plan the best way to get you where you want to go.... Call or email to arrange a review of your personal and professional financial plan. 250-338-7811 / [email protected]

Tax Free Savings Accounts are a beautiful addition to the financial planning process when utilized correctly. Read up on the 10 year anniversary then get in touch to make sure youre TFSA is doing its best work for you.