Pancake Breakfast with IG Wealth Management
Oct 
31
 - 
Nov 
01
, 
2022
Mrs Robinson
Wishes you a wonderful day

Pancake Breakfast

compliments of

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Meet the newest member of your team

Join IG Wealth Management at Canada’s Outdoor Farm Show for a complimentary pancake breakfast and discover how we support farmers and agri-preneurs with personalized financial strategies. Our team collaborates with your trusted accountants and lawyers to deliver expert tax planning, estate planning, and succession solutions tailored to your farm’s future. Hear from seasoned farming professionals and a leader from our Advanced Financial Planning team during an insightful presentation. Whether you're planning for retirement, transitioning your farm to the next generation, or optimizing your tax strategy, we’re here to help. Stop by, enjoy a hearty breakfast, and learn how we can help grow and protect your legacy.

Wednesday
, 
September
 
10
, 
8:30am
 – 
10:30am 
EDT
RSVP HERE
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A Virtual Special

A Virtual Special

Why IG 

With almost 100 years  of experience helping Canadians build and preserve wealth, IG offers a holistic approach tailored to the unique needs of farm families and agri-business owners. Our team of Certified Financial Planners works closely with your existing accountants and legal advisors to create integrated strategies that align with your personal and business goals. From navigating complex tax rules to planning for multi-generational farm transitions, we bring deep expertise and a personalized touch. At IG, we’re not just about numbers—we’re about relationships, legacy, and helping you thrive for generations to come.


The panel discussion will leave you with practical, actionable insights tailored to the realities of farm life and business. Featuring IG’s farm planning specialist and a trusted accountant who works closely with agricultural clients, the session will explore real-world strategies for tax efficiency, succession planning, and long-term financial sustainability. You’ll walk away with a clearer understanding of how to align your personal and business goals, avoid common pitfalls, and take the next steps with confidence. Whether you're thinking about retirement, transferring the farm, or just getting started, this panel is designed to empower you with knowledge and direction.

Panel of Experts

 

Stephen McCotter, BA, JD, TEP

Director, Tax & Estate Planning

Advanced Financial Planning
IG Wealth Management

Cate McCorquodale

Partner at Monteith Ritsma Phillips

Specializing in farms and agriculture businesses


Todd Moser

Region Vice President, IG Wealth Management 

Adama Lounge 


Savannah Hall is a host of exceptional ability. Studies show that a vast majority of guests attending events by Savannah have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations.

We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

Views of guest speakers may not be shared by IG Wealth Management.

This event will be photographed for IG Wealth Management to use for future internal client event viewings. By attending this event, you consent to being photographed. If you do not wish to be photographed, please let us or the photographer know.

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