Steve Dombek -IG Wealth Management

Steve Dombek -IG Wealth Management Steve Dombek, CFP, RRC
Senior Financial Consultant

IG WEALTH MANAGEMENT,
MUTUAL FUND DIVISION

Steve Dombek, CFP, RRC
Senior Financial Consultant

You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the form of a plan, presented in a detailed estate planning portfolio. This will make the transition of your estate to the people and charities you love, as smooth as possible.

04/28/2025

Financial advisors typically help you grow your investments, but most don’t help you plan to draw income from them in a way that saves taxes and preserves your wealth. With the IG Living Plan, I’ll provide a detailed, tax-efficient income strategy. Contact me to see the difference a proper financial plan can make.

Damon Murchison, President and CEO, IG Wealth Management highlighted how most Canadians are unaware of recent federal ta...
04/23/2025

Damon Murchison, President and CEO, IG Wealth Management highlighted how most Canadians are unaware of recent federal tax changes and fail to prioritize them in their tax planning, despite significant updates and the benefits of working with a financial planner. Read the full article: https://ow.ly/zgxi30sLSwK

Trump's tariff announcements have sent shockwaves through global markets. For investors, it's created anxiety, but also ...
04/21/2025

Trump's tariff announcements have sent shockwaves through global markets. For investors, it's created anxiety, but also opportunities. Watch our on-demand recording of the April 15th Post-Tariff Market Update with Philip Petursson, IG's Chief Investment Strategist, where we made sense of what's happened, and discussed what's next. Access the webinar here: https://ow.ly/M7SX30sLObO

We’re talking about the business journey and strategies for each stage of growth. Join host Mike Eppel and guest Aurèle ...
04/11/2025

We’re talking about the business journey and strategies for each stage of growth.

Join host Mike Eppel and guest Aurèle Courcelles, Vice-President, Tax and Estate Planning, for episode 10 of the “IG Private Wealth Financial Planning Hour” radio show.

Get expert insights on the critical decisions business owners face and how to navigate them successfully. Whether you're already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. Understanding the appropriate financial strategies for each stage of a business lifecycle is crucial for long-term success and financial security.

📅 Live show times:

Saturdays at 1:00 p.m. on 570 NewsRadio Kitchener
Sundays at 12:00 p.m. on 95.7 NewsRadio Halifax and 1130 NewsRadio Vancouver



Be at the centre of your financial plan. Visit our website to connect with an IG Private Wealth advisor today.

With current market volatility likely to be temporary, Philip discusses when to take advantage of it: https://ow.ly/jQHF...
04/10/2025

With current market volatility likely to be temporary, Philip discusses when to take advantage of it: https://ow.ly/jQHF30sLy25 Subscribe, rate and review now.

Aurèle Courcelles, Vice-President, Tax and Estate Planning, IG Wealth Management highlighted on CTV News, last minute ta...
04/07/2025

Aurèle Courcelles, Vice-President, Tax and Estate Planning, IG Wealth Management highlighted on CTV News, last minute tax tips ahead of the April 30th deadline. Watch the interview: https://ow.ly/xV4g30sLrAl

04/07/2025

I help clients get results like this by optimizing their investments, withdrawal strategies and tax efficiencies with the IG Living Plan. I’m currently accepting new clients with $500,000 or more in savings. Contact me to explore the wealth-building benefits of in-depth financial planning.

After 15 years of U.S. equity dominance, Philip discusses why it’s time to consider other options: https://ow.ly/UO2430s...
04/06/2025

After 15 years of U.S. equity dominance, Philip discusses why it’s time to consider other options: https://ow.ly/UO2430sLoqc Subscribe, rate and review now.

Trump’s tariffs sparked market volatility and economic fears, Read our commentary to get our insights on this week’s mar...
04/04/2025

Trump’s tariffs sparked market volatility and economic fears, Read our commentary to get our insights on this week’s markets. https://ow.ly/48W630sLoq7

03/19/2025

Markets move; they always have and always will. With the IG Living Plan, I can test your portfolio against potential ups and downs to help you understand the likelihood of safely reaching your goals. Contact me for greater peace of mind.

03/17/2025

The way you draw money from retirement sources can have a big impact on your taxes. Find out how to be more tax efficient. Get a second opinion on your retirement plan by booking a quick meeting with me. Book now.

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947 Lorne Street
Greater Sudbury, ON
P3C4R8

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