Catherine Miao - IG Wealth Management

Catherine Miao - IG Wealth Management Division Director - Investors Group Financial Services Inc. I help Business owners retire faster with tax efficient strategies

Catherine Miao is a Certified Financial Planner that focuses on Business Owners and helps them
with Financial Planning to build and protect wealth and avoid any significant blind spots that
may deflate their purpose of running a business in the first place.

►►► Are you a Business Owner who has been laser-focused on your business and
have not had a chance to look at your overall financial impact?

Chances are you are still relying on annual income tax filing and your business planning to feel
good about your financial future. While both the business plan and income tax filing are incredibly critical part of a business, most
business owners ignore (or are unaware) of the implication your business can have on your
Financial Plan. Have you thought about the following:

► What are the impact to your business and personal plans, if you are unable to work in your
business?
►Are you using all tax efficient methods to ensure you are using all your hard earned business
income towards your personal future plans?
►Have you thought about business succession and how that impacts your tax, cash flow and
transition to retirement? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business
Financial Plan

The reality is Business owners get in business to achieve their life’s goal…be it retirement,
income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a
magnitude higher than individuals...

Few examples: Tax laws, Income splitting, business continuity planning, estate planning, family
protection, passive income tax management, insurance, retirement planning, capital gains tax
reduction, foreign asset, cash flow management, asset protection, employee protection, etc. If you would like to chat, please email me at [email protected]

06/18/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond A...
06/18/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY. https://tinybfs.com/t/FwCEqY

Forget the golf course, older Americans are spending their retirements tinkering with apps and talking to AI https://tin...
06/17/2026

Forget the golf course, older Americans are spending their retirements tinkering with apps and talking to AI https://tinybfs.com/t/4VTlZ0

06/17/2026

Forget the golf course, older Americans are spending their retirements tinkering with apps and talking to AI

06/17/2026

Kevin Warsh needs to strike a delicate balance while laying out his vision.

06/17/2026

Can you tell the difference between a million, a billion and a trillion?

06/16/2026

The province is a commodities powerhouse, exporting high-demand products to the world’s fastest growing economies.

The province is a commodities powerhouse, exporting high-demand products to the world’s fastest growing economies. https...
06/16/2026

The province is a commodities powerhouse, exporting high-demand products to the world’s fastest growing economies. https://tinybfs.com/t/OaZvdt

Address

200 Yorkland Boulevard, Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

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