IG Private Wealth Management
IG Private Wealth Management is a financial planning and advisory practice affiliated with IG Wealth Management, offering holistic wealth services including comprehensive financial planning, investment and retirement strategies, insurance guidance, and estate and succession planning. The firm provides client education through webinars, timely tax and retirement reminders, and community events to help clients plan, protect, and preserve their wealth in Sarnia-Lambton.
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Last updated on Apr 5th, 2026
Recent Activity
Easter greeting and thank-you message
On 2026-04-05 IG Private Wealth Management posted a warm Happy Easter message wishing families peace, joy, and extra chocolate while thanking clients for their continued support. The brief message includes seasonal hashtags to follow conversation and community replies.
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Easter weekend greeting
IG Private Wealth Management published a Happy Easter Weekend greeting on April 3, 2026, wishing clients family time, laughter, and chocolate. The brief social post uses festive emojis and hashtags #HappyEaster #EasterWeekend #EasterJoy #FamilyTime, with no event details or registration required.
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Easter weekend holiday hours
IG Private Wealth Management will be closed for Good Friday on Friday, April 3 and will resume operations on Monday, April 6. If you may need assistance, contact them or complete transactions before the long weekend because staff will be unavailable on the closure day.
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Quick Tax Tip on Carryforward of Unused Credits
IG Private Wealth Management urges you to check for unused tax credits that may be carried forward, including tuition amounts, capital losses, charitable donation credits, and certain investment credits. Review your prior Notices of Assessment and consult your tax professional to make sure those credits are tracked and applied to lower future tax liability.
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Tax tip: considerations for income splitting
IG Private Wealth Management suggests evaluating income splitting if spouses have different incomes, noting pension income splitting and prescribed rate loans as possible tools. The tip stresses checking eligibility rules, estimating potential tax savings, and consulting your tax professional to understand long term implications.
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RRSP contribution deadline reminder
IG Private Wealth Management reminds savers that the RRSP contribution deadline for the 2025 tax year is March 2, 2026. Review your contribution room and contact your financial advisor right away because even a last minute deposit must clear before the deadline to count.
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Longevity webinar with Cleveland Clinic Canada
Join IG Private Wealth Management and Cleveland Clinic Canada for a physician led webinar on longevity and preventive health strategies on March 30, 2026. This online session is aimed at people who want to be proactive about their health, register using the link provided in the announcement.
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Home Buying Strategy Advice
IG Private Wealth Management offers essential home buying strategy advice, emphasizing the importance of consulting a Certified Financial Planner for informed decision-making.
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2026 Market Outlook on AI and Investment Opportunities
Join IG Private Wealth Management for the 2026 Market Outlook Webinar on January 13, 2026, focusing on AI productivity gains and investment opportunities.
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2026 Market Outlook Webinar Announcement
Join the 2026 Market Outlook Webinar on January 11, 2026, featuring insights from Philip Petursson on economic trends and the impact of recent financial decisions.
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Holiday Hours Update
IG Private Wealth Management will be closed from December 24 to January 3 for the holiday season, available by appointment only for urgent needs.
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Christmas Open House
Join us for the Christmas Open House at IG Private Wealth Management on December 19th, 2025, featuring festive cheer and light refreshments!
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Office Closure for Christmas Event
IG Private Wealth Management is closed today, December 4th, 2025, for an Office Christmas Event and will reopen on December 5th.
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Investment Strategy Insights from Chief Investment Strategist
Philip Petursson, Chief Investment Strategist at IG Wealth Management, shares insights on slower growth, easing inflation, and strategic investment opportunities in his latest interview.
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Financial Literacy Month Initiative
November is Financial Literacy Month, and IG Private Wealth Management is dedicated to promoting financial education through the Empower Your Tomorrow program across Canada.
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Thanksgiving Gratitude Message
IG Private Wealth Management expresses heartfelt gratitude to clients and the community this Thanksgiving, wishing everyone a joyful holiday weekend.
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Important Update on Postal Service Strike
Due to the ongoing postal service strike, IG Private Wealth Management advises clients that mailed statements may be delayed, but online access to statements is available.
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Q3 Investment Insights from Chief Strategist
Join Philip Petursson from IG Wealth Management for insights on the U.S. labour market, oil, gold, AI, Canadian banks, and the yield curve in a BNN Bloomberg interview.
