Steven Frits - IG Wealth Management

06/16/2026

Join me for part three of IG's 100th anniversary event series on June 18 at 1:00 p.m. ET. Rick Mercer and Alan Doyle share stories from their remarkable careers, reflections on what connects us coast-to-coast and live musical moments. This is a celebration of authentic Canadian storytelling, humor and the values that have defined IG for 100 years. I hope you'll join us.

Register Now: https://event.on24.com/wcc/r/5272391/3395F1A05EDC94D16E74885A71FC2F63?partnerref=ROXXFirstName_LastName

06/08/2026

Is your wealth protected from these silent mistakes?

You’ve built something remarkable, but even small estate planning missteps can have big consequences. Spot the hidden risks now and safeguard your family’s future.

06/02/2026

Join me for part two of IG's 100th anniversary event series on June 4 at 1:00 p.m. ET. André Desmarais and Claude Paquin share insights on the entrepreneurial mindset, building lasting legacies and how the principles that guide successful businesses can shape successful financial plans. For business owners and anyone thinking about legacy and generational wealth, this conversation will be invaluable. I hope you'll join us.

Register Now: https://event.on24.com/wcc/r/5272382/27033D008A2493C47BECD7647366FEE6?partnerref=ROXXFirstName_LastName

05/26/2026

When tax strategy beats instinct

When it comes to tax, the obvious answer isn’t always the best. In these common situations, instinctive tax moves can derail long-term financial goals. See how a more strategic view can help.

When it comes to tax, the obvious answer isn’t always the best. In these common situations, instinctive tax moves can derail long-term financial goals. See how a more strategic view can help.

05/25/2026

Quote of the day!

05/20/2026

Our IG 100th anniversary event series begins May 21 at 2:00 p.m. Atlantic Time. Dr. Zahinoor Ismail and Brad Lohman will share insights on brain health and dementia prevention. For anyone with aging parents or concerns about cognitive health, this conversation will be invaluable. Hosted by IG's Alana Riley. I hope you’ll join.

Register Now for the 4 part series: https://event.on24.com/wcc/r/5224664/D73CFC3D7C5A4D3F8E2E9A532D23B15E?partnerref=ROXXFirstName_LastName

05/19/2026

WHAT TO KEEP IN MIND WHEN CHOOSING A MORTGAGE

To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips. Which ones could help you the most? Talk to me to find out how these tips could help boost your financial plan.

05/12/2026

Always know where you stand, with the IG Living Plan Summary that shows your progress towards savings, retirement and other goals. It’s front and centre when you login to Online Access, and provides convenient, one-click access to your full Living Plan.

Call me to today if you have any questions or want to talk more, I would love to help. 434-1048

05/07/2026

Myth: my business is too small for a tax and estate plan.

While many entrepreneurs think their business is too small to warrant an estate plan, this is almost never the case. Discover how a tax and estate plan could help your business thrive.

05/05/2026

Hi everyone, our May 7th Signature Session: "Honouring the Emotional Journey of Selling your Business", has been RESCHEDULED.

We will be hosting this Event during Small Business Week in October, more details to follow! Thank you all for your interest, we will see you in the Fall 🍂

Hi everyone, just a head's up that our May 7th Signature Session: "Honouring the Emotional Journey of Selling your Business", co-hosted with Steven Frits, has been RESCHEDULED.

We will be hosting this Event during Small Business Week in October, more details to follow! Thank you all for your interest, we will see you in the Fall 🍂