Community Events in Courtenay | 2024 Event Calendar
IG Wealth Management is proud to provide free webinar events to the community of Courtenay on a variety of financial topics, including wealth management, mortgages, investing, taxes, financial strategies, and more.
Join us for these fun and educational events aimed at providing value to our local community.
A Series of 3 Webinars with Melissa Leong: Personal Finance Expert & Best Selling Author
Series of 3 Webinars:
October 3: Breaking up is hard to do: financial planning through a separation or divorce.
October 10: How would your business operate without you?
November 7: Breaking up is hard to do: financial planning through a separation or divorce
We’re excited to invite you to our fall webinar series, hosted by Melissa Leong. Described by Forbes magazine as “one of the best-loved authorities on personal finance”, Melissa is a best-selling author and media personality, appearing regularly on CTV’s The Social, The Drew Barrymore Show, BNN, CBC Radio and Breakfast Television.
Melissa will host a series of personal finance webinars designed to provide valuable and timely advice that will boost your financial confidence. Topics will include:
The impact of high mortgage rates on your financial plan.
How to prepare your business to manage without you.
Protecting your finances after a divorce or separation.
There will also be a virtual Q&A session at the end of the discussion at each webinar to answer some of your questions.
A Series of 3 Webinars with Melissa Leong: Personal Finance Expert & Best Selling Author (Copy)
IG WEALTH MANAGEMENT INVITES YOU TO A WEBINARBreaking up is hard to do: financial planning through a separation or divorceThursday, November 7, 2024
10 a.m. PT | 11 a.m. MT | 12 p.m. CT
1 p.m. ET | 2 p.m. AT | 2:30 p.m. NT
Phyllis’s dementia story: “I am still me”
Phyllis’s dementia story:“I am still me”
Join passionate Alzheimer and dementia advocate, Phyllis Fehr as she shares her journey with IG Wealth Management’s Vas Pachapurkar and Christine Van Cauwenberghe. They’ll discuss Phyllis’s refusal to bow down to dementia and ways to cope with and proactively plan for a dementia diagnosis. Phyllis also shares how dementia impacted her family members.
Webinar: A mortgage strategy: why it matters in the time of rising rates
Webinar: A mortgage strategy: why it matters in the time of rising rates
With interest rates now roughly twice as high as they were five years ago, how will the significant increase in mortgage costs impact your lifestyle, savings and future goals?
And, perhaps more importantly, what can you do about it?
Tax Refunds: Why it’s better not to get a refund
Webinar: Tax Refunds: Why it’s better not to get a refund
How to transition from your business to your retirement. Join us!
You’re invited to our business retirement webinar. Join moderator, journalist Amanda Lang and AVP Tax & Estate Planning Aurèle Courcelles on Thursday February 22, 2024 at 1 p.m. ET as they talk about how to navigate the complexities of exiting a business.
IG Virtual Comedy Night featuring Caroline Rhea with Casey Corin, Rob Pue and Kevin Bozeman
You’re invited to join us virtually for a night of laughs and fun that’s sure to knock your socks off. You won’t want to miss this uniquely funny experience, highlighted by celebrity comedian, Caroline Rhea!
Rebroadcast: 2024 Market Outlook
Rebroadcast with key highlights live chat.
A live Q&A chat with a panel of experts from our Investment Strategy team. We look forward to welcoming you to the event.
2024 Market Outlook
As we approach the end of 2023, it’s time to look ahead at what the new year could bring for the world of investing.
Join Philip Petursson, Chief Investment Strategist and Ashish Utarid, Assistant Vice-President, investment Strategy as they share their team’s 2024 market outlook.
Heading into recession or recovery: why not both?
Topics include:
• Interest rates and the economy.
• Recession risks and inflation.
• Valuations and commodity prices.
Holiday baking with Anna Olson
You’re invited to join Canada’s baking sweetheart, pastry chef Anna Olson, and bake up some spectacular treats to share with family and friends this holiday season. Bake along with Anna as she makes both savoury and sweet delectable recipes.
Anna will also share an additional surprise recipe that will surely become a seasonal staple in your home.
This virtual event will have simultaneous French translation available and is suitable for all ages. There will also be an opportunity for Anna to answer audience questions.
WORKSHOP: To improve financial literacy among Canadians
The Canadian Foundation for Economic Education (CFEE) and IG Wealth Management are working together to help improve the financial literacy and confidence of older Canadians.
It is important, in our senior years, to stay in control of our money – set and achieve new goals which includes goals for our legacy beyond our years. The goal of this workshop is to inform and help prepare seniors to be aware of important decisions, plan and think ahead, and be able to undertake money decisions with greater confidence and competence.
We hope you will join us for this workshop and we encourage you to pass this invitation along to any friends or family members you think my find value in this educational event. Call to Register: 250-338-1000 or CLICK HERE
IG Songwriters & Stories Tour
Join us this summer for an enchanting evening featuring six of Canada’s premier homegrown musical talent.
We’ve arranged an unforgettable virtual show that highlights top songs and stories from our in-person IG Songwriters & Stories Tour that took place across Canada. Musicians will showcase their award-winning talent and give you a once-in-a-lifetime peek into the creative process of how they craft their songs.
Walk for Alzheimer's
As the national title sponsor of the IG Wealth Management Walk for Alzheimer's, we wanted to share with you our passion for supporting this cause.
This year, we are excited to be back walking for Canada’s largest fundraiser in support of the Alzheimer Society.
Since the national walk began in 2018, the IG Wealth Management Walk for Alzheimer’s events have raised more than $26,000,000 for critical research and support in Canada.
If you’d like to join with us to help raise funds for families living with Alzheimer's disease and other forms of dementia, there are three easy ways for you to get involved this year:
Join our team - Use the link to join our team, fundraise and participate in the upcoming walk.
Donate - Use the link to donate to our team or an individual.
Plan - If charitable giving is near and dear to your heart, for this or any cause, we can discuss how to incorporate this into your IG Living Plan.
Alzheimer's disease is on the rise
More than a 600,000 Canadians are living with dementia today, and sadly that number will double in less than 10 years.
We hope you, your friends and family can come out to join IG Wealth Management and help support a great cause.
#IGWalkforAlz
Finances and Dementia – Advice for the Journey
Today, there are more than 600,000 people living with dementia in Canada. By 2030, we can expect this number to be close to 1 million. Apart from the emotional and mental health impact, costs for people with dementia are 5.5 times greater than for individuals who have not been diagnosed with the condition.
The seniors, parents and grandparents of our communities often face unique financial challenges that come with age. For those facing the journey with dementia, the need for advice has never been greater.
Join Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management, and Dr. Sarah Main, Research Scientist, Alzheimer Society of Canada, for this interactive webinar.
Together they will provide:
Tips and tools for wealth planning for aging individuals
Advice for caregivers and people living with dementia
Tax considerations and resources available for Canadians
How to navigate today's top five retirement challenges
Whether you’re five years out from retirement or 15, there are significant forces and trends you may not be aware of that may affect your plans.
Join our host, financial planning author Melissa Leong, and expert panelists Philip Petursson, Chief Investment Strategist, and Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management. They'll be covering the key questions and misunderstandings many Canadians have about retirement and reveal how your retirement plan can thrive during these volatile and uncertain times.
This is sure to be an informative and entertaining session. Our panel of experts will tackle your questions about:
• The main challenges retirees and pre-retirees face.
• Why your current approach to retirement might not be sufficient.
• How to remedy your current shortfalls.
2023 Market Outlook with Philip Petursson-Hosted by Amanda Lang
About the webinar:
Join Chief Investment Strategist, Philip Petursson, live as he shares his 2023 market outlook.
The session will cover:
What might investors expect
Trends to watch closely in 2023
Live Q&A chat with a panel of experts
Synchronized financial planning for women: WHY THE RIGHT ADVICE MATTERS
You and a guest are cordially invited to an in-depth, engaging seminar that will explore the unique financial concerns and opportunities facing women today. From wealth creation to retirement, estate planning, business success and charitable giving, we’ll share expert insights that matter for the well-being of you and those you love.
Everyone’s story is unique.
We look forward to hearing yours.
#22 – 1599 Cliffe Avenue, Courtenay, BC V9N 2K6
Saturday, October 29th
10 am – IG Wealth Presentation Suite
Limited seating available, reserve your complimentary spot now
Please RSVP by Wednesday, October 26th, 2022
Retirement and Estate Planning for Business Owners
Join our expert panel as they discuss questions business owners should be asking themselves about retirement and estate planning for their private businesses.
The session will cover:
Five key questions that business owners should ask themselves to guide their planning
How to monetize the value of their business in retirement
Solutions to maximize their estate values
ARMCHAIR TRAVEL: A sensory experience
Join us as we explore the Antarctica, South Georgia, and the Falkland Islands from the comfort of your chair. Presenters Deb Paterson and Bruce McLeod will delight us with their pictures and travel stories from their many adventures around our beautiful globe. Their passion for travel will leave you inspired to book your own dream destination vacation!
Feel free to invite your best mate or travel companion, guests are always welcome.
Light snack and refreshments will be served.
Seating is complementary, but space is limited.
Location: IG Wealth Management - Presentation Suite, #22-1599 Cliffe Ave, Courtenay, BC
Money and Youth Workshop
Video conferencing via Zoom
With over 1.7 million student borrowers in Canada, it’s estimated that the average student debt is $26,075 after graduation. (Source Statistics Canada, 2020). IG Wealth Management wants to help.
In partnership with the Canadian Foundation for Economic Education (CFEE), we invite you to a unique workshop geared towards helping the youth in your life remove the stress from financial planning for education, and helping them gain a positive relationship with money.
Topics we’ll cover include:
Planning for the future
Reaching financial goals
Paying for post-secondary education, buying their first car, making other major purchases
Moving out on their own
Budgeting and making appropriate and wise financial decisions
Goal setting, saving and the use of credit
Please register today!
This free and engaging financial literacy session is open to all ages, but is specifically targeted towards youth, parents and grandparents. Invite the young people in your life to join you for this workshop. It will be valuable to recent graduates of high school, attendees of post-secondary educational institutions and young people just starting out in their careers.
2022 Q3 Market Outlook
IG Wealth Management invites you and a guest to join our Chief Investment Strategist, Philip Petursson as we review the Q3 Market Outlook.
The session will cover:
where we are in the economic cycle
the direction for earnings growth
how we can use a data driven approach to keep us on the right path
There will also be a virtual Q&A session where Philip will answer your questions live!
This is a private, virtual event for guests of IG Wealth Management.
Navigating the new normal Post-Pandemic Market and Financial Planning Perspectives
Join Chief Investment Strategist Philip Petursson for an in-depth discussion on market volatility, global turmoil, and future opportunities. Philip will be joined by Christine Van Cauwenberghe, Head of Financial Planning, who will discuss financial planning issues that have concerned clients during the pandemic, and ways to plan for life’s ups and downs.
The session will cover
What might investors expect to see in the coming months?
What impact will inflation have on the markets?
What can Canadians do to remain focused and financially confident?
Invest in our Planet: The Sustainable Economy
Earth Day 2022 takes place on April 22nd and this year’s theme is: Invest in our Planet. This pre-Earth Day webinar will help you understand why many investors are getting in on the opportunity to take part in the sustainable economy with topics including:
Balancing our short-term needs and our future sustainability: climate change and the energy crisis
The capital needed to sustain our planet: different ways that investors can participate
Managing global emissions: the role of decarbonization versus nature-based solutions (carbon offsets)
Sustainability beyond climate: other considerations that every investor should know
Our panel will also be responding to questions from the audience.
Retirement for today’s changing world: Exposing the top five myths of retirement planning
Figuring out how to achieve the retirement you want to have isn’t easy. There’s lots to consider when it comes to navigating today’s changing retirement landscape. What’s some real retirement advice that’s actually useful to Canadians?
Join host Melissa Leong, personal finance expert and bestselling author, and speakers Herp Lamba, Senior Vice-President, Talent Acquisition, and Coleen Taylor, CERTIFIED FINANCIAL PLANNER ®, as they discuss how Canadians can prepare for the future of retirement planning.
They’re going to expose five retirement myths head-on. They’ll also show Canadians how to maximize their savings, manage market volatility and leverage their assets with real retirement planning.
The webinar will feature a panel of experts who will guide attendees through a conversation focused on insights, tips and sharing real-life experiences, with a focus on exposing the following top five retirement planning myths:
Your cost of living will be lower in retirement
RRSP = A complete retirement plan
Your investment portfolio should become more conservative in retirement
You should not carry debt into retirement
You can retire wealthier by managing your own investments
Giving while living: The dos and don’ts
PLEASE JOIN US FOR AN EXCLUSIVE LIVE WEBINAR
Perspectives on Wealth: Giving while living, the dos and don’ts
Many Canadians are helping their children get ahead by covering education costs, buying a first home or starting a business. However, many may not be properly considering the impact these gifts have on their own long-term financial well-being.
At this exclusive webinar, our expert panel will discuss the dos and don’ts of giving during your lifetime.
Financial Happiness with Melissa Leong
To celebrate Financial Literacy Month, we’re pleased to invite author, public speaker, and national media personality, Melissa Leong, to speak about our relationship with money and protecting our happiness. Hosted by Jason Downey of IG Wealth Management, topics will focus on navigating 4 main subjects that include protecting your happiness, check yourself before you wreck your wealth, spending on what really matters, and planning and investing for your future.
IG Virtual Comedy Event
Join us for a night of laughs as four extraordinary Canadian comedians take the virtual stage and keep you entertained and laughing through an action-packed show. The event will be headlined by Corner Gas Star, Brent Butt, among other acclaimed comedians such as Ivan Decker, Julie Kim, and Howie Miller. Be sure to share this unique virtual experience with friends, family, and colleagues!
This experience is created exclusively for IG Wealth Management clients and guests. Don’t miss out!
Entry Code: 19BEHAN
Business Owners Webinar
To celebrate Small Business Month in Canada, join us for a unique Business Owners webinar that features Canadian entrepreneur and Dragon's Den alumni, Manjit Minhas.
Hosted by Herp Lamba of IG Wealth Management, topics will focus on navigating the four major stages of your business' life cycle: Start Up, Growth & Expansion, Maturity and Succession Planning.
ENTRY CODE: 19BEHAN
Perspectives On ReconciliACTION: A Gathering To Listen And Learn
Tuesday, September 28, 2021
10:00 am PT | 11:00 am MT | 12:00 pm CT | 1:00 pm ET |
2:00 pm AT | 2:30 pm NL
For the second year in a row, award-winning documentary filmmaker Mike Downie will be joining us to talk about the power of reconciliation.
Mike and his brother Gord Downie (former lead singer of the Tragically Hip) started the Secret Path project to tell the story of Chanie Wenjack, an Anishinaabe boy who tragically died after attempting to flee his residential school.
At this year’s event, Mike will host a panel discussion with:
JUNO award-winning musician William Prince
Chef, social advocate and Indigenous advisor, Billy Alexander
Associate Vice President Indigenous Engagement at the University of Regina, Lori Campbell
Each guest brings a unique perspective to share about their culture and what we can do to improve relationships between Indigenous and non-Indigenous people. The discussion will provide an opportunity for clients and guests of IG Wealth Management to thoughtfully consider what reconciliACTION looks like for them.
Exclusive Summer Concert with Walk off the Earth!
With Special Guest Alan Doyle of Great Big Sea fame
Originally from Burlington, Ontario, Walk off the Earth springboarded to international fame with their cover of “Somebody That I Used to Know”. The video featured all five band members performing simultaneously on one guitar and received over 175 million YouTube views in 4 months.
The band has released five albums and earned multiple Canadian Radio Music Awards, SOCAN awards, and a Juno Award for Group of the Year.
This is a private, virtual concert for guests of IG Private Wealth Management and an opportunity for the band to answer questions live.
Early registration giveaway!
Register by July 1st for a chance to win a guitar autographed by Walk off the Earth! Winner will be announced live at the concert.
ENTRY CODE: 19BEHAN
Please save your spot by clicking the button below to register.
Financial Literacy For Seniors
In honour of Seniors Month, the Canadian Foundation for Economic Education together with IG Private Wealth Management, welcomes you to this webinar designed to help seniors develop a better understanding of financial issues relevant and important to them. Topics include:
· How to set and reach financial goals while dealing with new life events
· Adapting, planning and managing retirement from a financial perspective
· How to continue saving in retirement
· Planning and starting a second career
· Coping with the loss of a partner or spouse
· The importance of Powers of Attorney, wills and other documents
· Making estate arrangements
Join attendees from across Canada for this live virtual event on Zoom.
Speaker: Kevin Maynard, VP of CFEE
ENTRY CODE: 19Behan
IG Walk for Alzheimer's
A special invite for you, your friends and family,
During the month of May, Behan Baker & Associates will be participating in the IG Wealth Management Walk for Alzheimer's. The Walk is the Alzheimer Society of B.C.’s signature fundraiser and is a way to remember people who have passed away from dementia, to honour people living with the disease today, and to fundraise to create change in the lives of those affected.
This cause is close to our hearts and we’d love for you to join the Behan Baker & Associates team. This year, we will be walking the way we want throughout the whole month of May and will then join participants from across British Columbia virtually on Sunday, May 30, to celebrate our fundraising efforts. The money we raise will provide vital programs and services to people affected by dementia and enable research into the causes of and cures for the disease.
You can help us in making a difference by joining our “virtual” team via the link below. Even if you are unable to join us, please consider making a donation by registering below.
Click to REGISTER NOW
Thank you so much for your support. We look forward to joining you to make a difference for the IG Wealth Management Walk for Alzheimer's. Together, we make memories matter.