Matt Lippert, Davies & Mahnke Private Wealth Management
649 Scottsdale Drive, Suite 401 N1G 4T7 Guelph, ON, Canada

Our team is raising money in support of the Alzheimer Society by participating in the IG Wealth Management Walk for Alzheimer's. We are participating in the Walk this year because dementia is the fastest growing healthcare issue of our time. Walk with us on Saturday, May 29th. https://buff.ly/3ugVm2L #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Our role in guiding families is twofold: first, to guide clients to the most tax-advantaged ways to pass along wealth that match their current goals; and, second, to help the next generation understand the impact of sudden-wealth events (such as inheritances) and how to prepare for them in advance. #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

By examining your cash flow and borrowing requirements, along with all the other dimensions of your financial life, we will deliver solutions that address your current lifestyle and needs, while working towards achieving your future financial goals. #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

For many Canadians, vacation properties are central to the family experience. Planning for tax implications and the transfer of a property has become an increasingly important topic. At this live webinar, our expert panel will discuss tax consequences, succession and estate planning and key strategies to maintain family harmony. Join us Wednesday, May 19, 2021 at 3:00PM ET. To register, click here: https://buff.ly/3fca8SM #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Our personalized advice goes beyond numbers to deliver unique insights and dynamic solutions based on a deep understanding of what truly matters to you. If you're not confident with the plan you have, let's talk about a new plan. #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Canada Pension Plan, Old Age Security, your Registered Retirement Savings Plan (RRSP)/Registered Retirement Income Fund (RRIF), your Tax-Free Savings Account (TFSA), non-registered investment accounts, proceeds from a real estate sale, money in a savings account, an annuity or workplace pension income, and other savings can all provide income in retirement. Building you a tax efficient plan is our job. #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

JANN! Join me on Thursday, February 4 for an exclusive event featuring Jann Arden. Send me a message if you'd like to register and I'll give you the entry code. To register, click here: https://buff.ly/3iY8HJk #jannarden #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

After yesterday's 'business as usual' presidential inauguration, I hope you'll join me today at 3pm for a special conversation with Dr. Jeremy Siegel to discuss the outlook for 2021, the impact of a new presidency in the U.S. and the current state of the global pandemic on the economy. What a quick way to get up to speed with a respected, world-renowned economist. Click here to register: https://buff.ly/3p7G7Ym

The journey to financial peace of mind begins with a plan. I can help you get started. #matthewlippertcfp #daviesmhanke #privatewealthmanagement #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

As of January 1, 2021, eligible TFSA holders have an additional $6,000 of contribution room. This is an important tax planning tool when it's used carefully. Not sure how to maximize the savings? Reach out for help. #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Get your score today: https://buff.ly/3p0kbhU #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Asking this question now, versus waiting until January. Which is better? Getting a second opinion on your plan, or getting started with the planning process is better to do... NOW! There's still time to take advantage of tax planning opportunities before the end of 2020. Don't miss out on the opportunity! #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Join us for an important educational webinar to learn more about Sustainable Responsible Investing from IG Wealth Management. Click here to register: https://buff.ly/3lfBObz

Colonel Chris Hadfield is a worldwide sensation and was the first Canadian Commander of the International Space Station. Join us for an exclusive conversation with the most famous astronaut since Neil Armstrong. Thursday, November 12, 2020. Click here to register: https://buff.ly/3ex7bvi #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

#igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills

Bill Chornous, Senior Vice President of Investment Strategy at IG Wealth Management, and Nanette Abuhoff Jacobson of Wellington Management provide their thoughts on the U.S election results, and how it could impact your investment strategy.

TIME IN the markets versus TIMING the markets: what's the difference? Click here to read more about the benefits of a consistent investment strategy: https://buff.ly/3l4MaL3 #igwealthmanagement #igprivatewealth #financialplanning #financialplanner #investments #insurance #mortgages #waterloo #kitchener #cambridge #guelph #milton #haltonhills