Lucy Arruda, IG Wealth Management

Lucy Arruda, IG Wealth Management Certified Financial Planner at IG Wealth Management Inc. At IG Wealth Management, we are committed to building personalized solutions on an individual basis.

Mutual Fund Division

CFDS - Chartered Financial Divorce Specialist - providing expertise to achieve the most beneficial financial settlements For over 90 years we have been helping Canadians and their families to achieve their financial goals. Our clients are not an account, or a number. They are people, members of our community. Now more than ever, you need a long-term plan – in writing – one

that meets your unique needs, keeps you on track and provides important peace of mind. Our mandate is to provide prudent financial advice that will help you achieve and maintain financial security.

Proud to walk in our IG Wealth Management Walk for Alzheimer’s again this year .   Such a great cause close to our heart...
05/26/2025

Proud to walk in our IG Wealth Management Walk for Alzheimer’s again this year . Such a great cause close to our hearts 💜

If you're interested, please register
04/09/2025

If you're interested, please register

Trump's tariff announcements have sent shockwaves through global markets. For investors, it's created anxiety, but also opportunities. Join us Tuesday, April 15 for a special, live market update with Philip Petursson, IG's Chief Investment Strategist, where we'll make sense of what's happened, and talk about what's next. Register here: https://ow.ly/l3Pw50Vxthz

A HUGE thank you to all who participated and supported our 22nd Annual Chilliwack Walk for Alzheimer's!I am incredibly p...
05/27/2024

A HUGE thank you to all who participated and supported our 22nd Annual Chilliwack Walk for Alzheimer's!
I am incredibly proud of our IG Wealth Management partnership with the Alzheimer's Society - to support the great work they do for millions of Canadians impacted by dementia. Funds raised at the Walk support the critical programs run by the Society and to hopefully find a cure soon!
It's not too late to donate - please help support the cause
https://support.alzheimer.ca/site/TR/WFA/WFA_BC?team_id=27871&pg=team&fr_id=4804

06/30/2023

This week on The Living Market, Philip considers the possible consequences of stopping the speeding train of inflation: https://ow.ly/zSxA50P0ON4. Subscribe, rate and review now.

It's Senior's week.   Help the seniors in your life avoid scams
06/06/2023

It's Senior's week. Help the seniors in your life avoid scams

Learn about grandparent scams (or "emergency scams") and how to avoid them. In this video we answer the following questions about grandparent scams:00:00 Wha...

Be careful of  - taxes on shrinkflation.  In Canada, if food items are pre-packaged for sale to consumers in quantities ...
05/25/2023

Be careful of - taxes on shrinkflation.
In Canada, if food items are pre-packaged for sale to consumers in quantities of less than six, these products are taxed. Grocery shopping is complicated enough, but now, due to shrinkflation, consumers have to worry about how much more they need to pay. Depending on the province you live in, it could add 5% to 13% more to the price tag of some products you’re buying. And chances are, you have likely never noticed.

This was intended to decipher between 'snacks' and foods for when the GST tax was implemented. If you're in an HST province, like Ontario, it means + 13% tax!.

Do you check your grocery receipts? I have started to make sure I check each time, before I leave the store.

Shrinkflation has bothered many people for a very long time. The taxman has given another reason why we should hate shrinkflation even more

04/25/2023

A vacation property is not only a financial asset, but also an emotional one. Join our webinar on May 11th, 2023 at 1 p.m. CT to learn about the financial considerations that should go into handing down a vacation property to a loved one. Register today http://ow.ly/vncj50NHzEW

The seniors, parents and grandparents of our communities often face unique financial challenges that come with age. For ...
04/19/2023

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.
Reminder to Register for our Webinar tomorrow, April 20th - to watch live or receive the recording.

Alzheimer's Society of BC - Webinar Tomorrow, April 5, 2pm PST (5pm ET) Getting to know dementia: Responding to a diagno...
04/04/2023

Alzheimer's Society of BC - Webinar Tomorrow, April 5, 2pm PST (5pm ET)
Getting to know dementia: Responding to a diagnosis
Learn practical strategies to live as well as possible after a diagnosis of dementia and explore different types of resources that are available at any stage of the disease.

Note: You will not be able to join the webinar until 15 minutes before the start time.

You can also join by phone! 1-833-231-5854 (Canada Toll-Free) up to 15 minutes before the scheduled start time. Phone conference ID: 378 595 193 #. Password is not required if you are connecting by phone.
Click on the link below:

03/31/2023

This week on The Living Market, Philip discusses Big Tech’s recent large gains: http://ow.ly/TvUP50NxsLZ Subscribe, rate and review now.

Budget 2023 - Alternative minimum taxA real Financial Plan is tax efficient - we build plans that include comprehensive ...
03/30/2023

Budget 2023 - Alternative minimum tax
A real Financial Plan is tax efficient - we build plans that include comprehensive tax strategies.
The alternative minimum tax (AMT) is a parallel tax calculation that allows fewer deductions, exemptions and tax credits than under the ordinary income tax rules. The taxpayer pays the AMT or their regular income tax, whichever is highest.
Budget 2023 proposes to increase the AMT rate from 15% to 20.5% of AMT taxable income and raise the AMT exemption from $40,000 to the start of the fourth federal tax bracket (approximately $173,000 for the 2024 tax year). The AMT exemption would be indexed to inflation annually.

TFSAs, Capital Gains, Spousal RRSPs, and more. Our tax planning experts have helped Canadians keep their money since 1926. Learn about the TFSA limit & other tax solutions.

On Tuesday March 28, 2023, Deputy Prime Minister and Minister of Finance Chrystia Freeland presented the 2023 federal bu...
03/29/2023

On Tuesday March 28, 2023, Deputy Prime Minister and Minister of Finance Chrystia Freeland presented the 2023 federal budget, which contains several measures of interest to IG Wealth Management and its clients. This summary contains highlights of these proposals.

2023 Federal budget By IG Wealth Management • March 2023 • Market update On Tuesday March 28, 2023, Deputy Prime Minister and Minister of Finance Chrystia Freeland presented the 2023 federal budget, which contains several measures of interest to IG Wealth Management and its clients. This summary...

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