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]

06/04/2026

The question of 'how much is enough' is likely the most fundamental question in personal finance and retirement planning.

The question of 'how much is enough' is likely the most fundamental question in personal finance and retirement planning...
06/04/2026

The question of 'how much is enough' is likely the most fundamental question in personal finance and retirement planning. https://tinybfs.com/t/l5lkxf

06/03/2026

For busy entrepreneurs, every second counts. The good news? These easy-to-set AI automations can give you back hours of time.

For busy entrepreneurs, every second counts. The good news? These easy-to-set AI automations can give you back hours of ...
06/03/2026

For busy entrepreneurs, every second counts. The good news? These easy-to-set AI automations can give you back hours of time. https://tinybfs.com/t/lpbFhC

06/03/2026

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residential units.

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residen...
06/03/2026

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residential units. https://tinybfs.com/t/5ptyiL

06/03/2026

The most dangerous client inquiries often look attractive on the surface, but the real warning signs appear immediately in how they communicate and request access.

The most dangerous client inquiries often look attractive on the surface, but the real warning signs appear immediately ...
06/03/2026

The most dangerous client inquiries often look attractive on the surface, but the real warning signs appear immediately in how they communicate and request access. https://tinybfs.com/t/plVkk3

06/02/2026

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances.

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and per...
06/02/2026

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances. https://tinybfs.com/t/l1LSX0

Address

200 Yorkland Boulevard, Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

Alerts

Be the first to know and let us send you an email when Catherine Miao - IG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Catherine Miao - IG Wealth Management:

Shortcuts

Featured

Share

Category