Tim Weber - Ig Wealth Management

Certified Financial Planner Professional, Investors Group Financial Services Inc.

As an IG Wealth Management Consultant, I practice holistic financial planning, providing a wide variety of services and products to fit your specific needs.

At IG Wealth Management, my team and I help ideal clients with the following:

PERSONAL PLANNING SERVICES
• Tax Planning
• Cashflow & Income Planning
• Insurance Planning
• Portfolio Optimization
• Risk Management and Income Protection Planning
• Retirement Planning
• Mortgage Planning
• Estate Planning & Transfer of Wealth
• Education Planning

BUSINESS PLANNING PRODUCTS & SERVICES
• Buy-Sell Funding
• Key Person and Business Overhead Insurance
• Group Retirement & Group Benefits Plans
• Basic Tax Planning

Some of the benefits of working with me:

• A financial plan based on the four cornerstones and six pillars of financial planning
• Utilization of tax-advantaged accounts such as RRSPs & TFSAs to optimize your current taxable income and reduce taxes in retirement
• Optimized retirement incomes in a tax-efficient manner while withdrawing from RRSPs, RRIFs, LIFs, and more
• Portfolio rebalancing and optimization within volatile markets
• A disciplined approach to financial planning, keeping you on-target when markets are down
• Ongoing education to help you understand the strategies we employ to help you achieve your goals
• Referrals to other experts in their fields, such as accountants, bookkeepers, or lawyers.
• Debt reduction and consolidation to optimize cashflow