IG Private Wealth Management
IG Private Wealth Management is a private wealth and financial planning practice in Sarnia-Lambton affiliated with IG Wealth Management. The team provides holistic financial advice including investment and retirement planning, insurance, tax and estate planning, and client education through webinars and local events. They promote community initiatives and offer second opinions on tax, mortgage, and estate strategies to help clients align plans with long-term goals.
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Last updated on Apr 5th, 2026
Recent Activity
IG Wealth Management Walk for Alzheimer’s
IG Private Wealth Management is encouraging community members to join the IG Wealth Management Walk for Alzheimer’s, register at https://ow.ly/fK3w30sVIJX, and share why they walk using #IGWalkForAlz. The campaign highlights community support and notes that over 600,000 Canadians are currently living with dementia.
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Mother's Day greeting announcement
IG Private Wealth Management shares a warm Mother's Day greeting on 2026-05-10, honoring mothers and asking followers to share their favorite memories. The post uses the hashtags #MothersDay2023 and #LoveMom, and is written to be easily shared with family and friends.
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Age Friendly Expo 2026
Age Friendly Expo 2026 at the Point Edward Arena on May 6 invites older adults and families to connect with local service providers and learn about senior living resources. Hosted by IG Private Wealth Management, the community oriented expo is a good chance to meet organizations that support age friendly living in Point Edward.
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Fraud prevention: latest scam trends and how to protect yourself
IG Private Wealth Management is hosting a fraud prevention session with Shane Curtis and Herp Lamba that covers current scam trends, concrete red flags, and actionable steps to protect you and your family. The session also explains how IG Wealth Management supports clients, and includes a registration link to save your spot.
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Estate planning advice for blended families
IG Private Wealth Management urges anyone with a blended family to double check wills and beneficiary designations and to consider a second opinion even if an estate plan already exists. The short advisory emphasizes beneficiary planning and trust considerations as key steps to ensure your intentions are carried out.
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IG 100 Financial Tips — anniversary insights
IG Private Wealth Management marked IG's 100th anniversary by publishing 100 top financial tips on 2026-04-28. The collection is positioned as practical guidance for planning, investing, and money management, and IG Advisors invites readers to reach out to discuss how the tips apply to personal goals.
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Offer for tax-planning second opinion
IG Private Wealth Management invites you to get a tax planning second opinion to align your tax plan with your financial plan so you keep more of what you earn. The short post highlights tax strategy, wealth planning, and clarity through a second opinion and includes hashtags to help locate related content.
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Advice on integrating mortgage strategy when assisting children to buy a home
IG Private Wealth Management advises that when you help your children buy a home, you should not treat the loan as a standalone item. Instead integrate a mortgage strategy into your overall financial plan and seek professional advice to align mortgage choices with affordability, long term goals, and family risk management.
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Centennial: 100 Financial Tips Announcement
To mark its 100th anniversary, IG Private Wealth Management shared 100 top financial tips from IG Advisors on April 23, 2026, and invites you to talk with their team to see which tips fit your plan. The post is framed for sharing with hashtags like #FinancialTips and #WealthManagement so you can easily find and discuss practical next steps.
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IG Wealth Management Walk for Alzheimer’s
IG Private Wealth Management is promoting the IG Wealth Management Walk for Alzheimer's and asking people to register and fundraise via https://ow.ly/xTrQ30sVhvV. Participants are encouraged to share why they are fundraising using #IGWalkForAlz to raise awareness and support for people living with dementia.
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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.
