Toban de Rooy - IG Wealth Management

05/22/2025

I can help you look at the tax impact of your decisions for opportunities to keep more of what you earn.

Get tax planning clarity by requesting a meeting today.

05/01/2025

An IG Living Plan takes into account your entire financial picture, including the impact of taxes.

If your advisor isn’t helping you keep more of what you earn, please reach out for a no-obligation second opinion on your plan.

04/29/2025

To help better serve my clients, I've added a new bookings system that allows you to access my calendar and book a day/time that works best for YOU! Click the link below to choose your timeslot. I hope we can connect soon!

[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office.com/owa/calendar/[email protected]/bookings/

04/25/2025

If you’re aged 40+ with over $500,000 in investible assets, there are retirement income opportunities that I can help you explore.

Visit https://www.ig.ca/en/how-we-help/retirement-planning to learn more

CERTIFIED FINANCIAL PLANNER - CFP® CLU® TEP® FCSI® MFA-P® RRC®
IG Wealth Management Inc.

As a CFP® professional I am equipped to provide financial planning strategies and solutions to all!

04/17/2025

I am thrilled to announce that I have officially earned my Master Financial Advisory – Philanthropy (MFA-P) designation!

This achievement underscores my unwavering commitment and dedication to guiding clients in making philanthropy a powerful and integral part of their holistic financial plans.

I am excited to bring deeper insights and expertise to my clients, helping them give with greater purpose and impact.

Here’s to inspiring change and contributing to brighter futures!

04/11/2025

Investors with over $500,000 often miss opportunities to minimize their taxes or optimize their retirement income strategy.

Don’t wait until you have $1 million to get personalized advice.

I can provide a fresh set of eyes for your financial plan right now and uncover the opportunities you’re missing out on.

CERTIFIED FINANCIAL PLANNER - CFP® CLU® TEP® FCSI® MFA-P® RRC®
IG Wealth Management Inc.

As a CFP® professional I am equipped to provide financial planning strategies and solutions to all!

04/04/2025

TFSA? RRSP? Pay down your mortgage?

Stop guessing at your next financial move. I’ll take the time to help you make sense of your options.

03/28/2025

Find out how you can change your retirement plan to be more adaptable to market conditions by booking a short call here.

03/21/2025

Life should be about balance; you can save for the future while still enjoying your money today.

I can build a tax-efficient savings strategy for you that will help ensure you hit your retirement goals while maximizing your current lifestyle.

Reach out so we can discuss your options.

03/14/2025

Is your financial advisor always pushing you to increase your retirement savings?

I take a different approach.

While retirement is important, so is enjoying your life today.

Get a second opinion on your financial plan by booking a quick meeting with me.

01/03/2025

A good business succession plan includes being prepared for all eventualities.

Call me to discuss putting that in place.

12/20/2024

Your estate and heirs could be taxed on both capital gains and distributions. Let’s discuss how to prevent this from happening.