Hunt & Associates Private Wealth Management

Hunt & Associates Private Wealth Management IG Wealth Management Inc. https://www.ig.ca/en/legal/disclosures

Hunt & Associates Private Wealth Management

Jonathan Hunt CIM, CIWM, CEPA, MFA-P, FCSI – Principal
Dennis Hunt CFP, RRC, CPCA - Certified Financial Planner (CFP®)
Tara Smith CFP, RRC – Certified Financial Planner (CFP®)
Hayden Johnson - Associate Consultant

IG Wealth Management Inc.

Proud to support a cause that makes a meaningful difference in our communities. ⛳🏒We were honoured to participate in the...
07/09/2026

Proud to support a cause that makes a meaningful difference in our communities. ⛳🏒

We were honoured to participate in the Hockey Helps the Homeless charity golf tournament in support of an incredible organization making a real impact across Canada.

Every year, more than 235,000 Canadians experience homelessness. Since 1996, Hockey Helps the Homeless has raised more than $21 million to help local organizations provide housing, mental health support, employment assistance, and other essential services for individuals and families in need.

IG Wealth Management is committed to giving back through community involvement and initiatives that create stronger communities. Hunt & Associates is proud to carry that commitment forward through local support and engagement.

Are you accidentally paying more tax than you need to when you give to charity?Many people sell investments that have gr...
07/07/2026

Are you accidentally paying more tax than you need to when you give to charity?

Many people sell investments that have grown in value and then donate the cash.
The problem? That sale can trigger capital gains tax and make your generosity more expensive than it needs to be.

In Canada, donating certain publicly traded securities directly to a registered charity can reduce the tax bill on your gift.
In many cases, the capital gain on those investments is taxed at a 0% inclusion rate, and you still receive a charitable tax receipt for the fair market value of the securities.

What that means in plain language:
– Your charity can receive a larger net gift.
– You may pay less tax.
– You still get the same or even better donation receipt for your return.

If you’re planning to give this year, especially from investments with significant unrealized gains, it’s worth exploring whether a donation of securities could be a better fit than cash alone.

As an MFA‑P, I help donors align their generosity with smart tax planning. Send me a DM if you’d like to explore more tax‑efficient ways to support the causes you care about.

Canada is built on more than landscapes and landmarks.It's built on people who work hard, support one another, build bus...
07/01/2026

Canada is built on more than landscapes and landmarks.

It's built on people who work hard, support one another, build businesses, raise families, and invest in the future of their communities.

We're grateful to be part of that story; helping individuals, families, and business owners plan for what comes next, protect what matters most, and build legacies that last for generations.

This Canada Day, we're celebrating the opportunities we have, the communities we're proud to serve, and the people who make this country such a special place to call home.

From all of us at Hunt & Associates, we wish you and your family a safe, relaxing, and happy Canada Day

06/30/2026

10 planning steps to take before making a big financial move

Big financial decisions rarely come down to just one factor, and getting it right often means looking at the full picture first.

Whether you're thinking about selling a business, buying property, transitioning into retirement, or making a major investment, taking time to plan ahead can make all the difference.

The challenge? There’s a lot to consider taxes, timing, cash flow, long-term impact, and more.

👉 That’s why we keep it simple:

1 - Call us. We’ll handle the other 9.

A conversation is often the best first step to making sure your next move is the right one.

Today, we celebrate the leadership, support, and dedication that fathers bring to their families and communities.We're e...
06/22/2026

Today, we celebrate the leadership, support, and dedication that fathers bring to their families and communities.

We're especially grateful for Dennis Hunt, whose guidance and commitment have helped shape Hunt & Associates for more than 40 years.

Wishing Dennis and all fathers a wonderful Father’s Day!

06/19/2026

Who says you need sunshine for a hot round of golf?

We had a fantastic time at the Brandon Chamber Golf Tournament catching up with friends, clients, and fellow members of our incredible local business community.

The weather may have been cool, but the swings were hot, the competition was fierce, and the conversations were even better. From drives down the fairway to laughs at every hole, days like this remind us how fortunate we are to be part of such a supportive and connected community.

Thanks to everyone who made the day a success. We’re already looking forward to next year!

06/19/2026

Who says you need sunshine for a hot round of golf?

We had a fantastic time at the Brandon Chamber Golf Tournament catching up with friends, clients, and fellow members of our incredible local business community.

The weather may have been cool, but the swings were hot, the competition was fierce, and the conversations were even better. From drives down the fairway to laughs at every hole, days like this remind us how fortunate we are to be part of such a supportive and connected community.

Thanks to everyone who made the day a success. We're already looking forward to next year!

06/16/2026

Why work with a financial planner instead of managing your own portfolio alone?

A lot of people think financial planning is just about picking investments, but it is really not. A real financial plan looks at your retirement timeline, tax efficiency, risk exposure, savings strategy, business structure, and how all of those pieces connect. Managing your own portfolio might work when life is simple, but when you own a business, have a family, inherit money, sell a company, or approach retirement, complexity ramps up quickly.

A financial planner’s job is not just to grow your money; it is to help reduce mistakes, minimize tax, create clarity around big decisions, and make sure investing is aligned with your bigger picture. Planning is the whole picture, not just one account or one portfolio.

If your financial life is getting more complex, this is the perfect time to get expert help.
👉 Book your complimentary consultation today to walk through your situation and see what a tailored plan could look like for you.
https://huntandassociates.ca/book-a-consultation/

The Never Alone Cancer Foundation is a registered charity dedicated to ensuring no one faces cancer alone by providing d...
06/10/2026

The Never Alone Cancer Foundation is a registered charity dedicated to ensuring no one faces cancer alone by providing direct financial assistance for essential needs such as medication, personal care, and everyday living expenses for individuals and families navigating cancer.

What made the day especially meaningful was that we were also able to spend the day on the water alongside a cancer survivor. It was an incredible reminder of why initiatives like this matter so much, not just raising funds, but creating experiences, connection, and moments that make a real difference during difficult times.

Casting for Hope brings the community together in such a unique way while creating restorative experiences through guided fishing days for those impacted by cancer.

Very grateful to have had the opportunity to attend and support such an incredible cause. Huge thank you to everyone involved in making the day happen.

06/09/2026

When people hear “financial planning,” many assume it only means investments.

In reality, true financial planning connects several moving parts:
• Retirement planning: preparing for the lifestyle you want later in life
• Tax strategies: making smarter, tax-efficient financial decisions
• Insurance protection: protecting your income, family, and assets
• Estate planning: ensuring your wishes are clear for the future
• Business planning: aligning your business success with personal goals

When these pieces work together, your financial strategy becomes much stronger.

This spring, the most common questions we’re hearing from clients include:
• “Am I on track for retirement?”
• “How can I invest more tax-efficiently?”
• “What does an eventual business exit look like?”

Curious what a personalized financial plan could look like for you?

Tap the link in our bio to book a free consultation.

https://huntandassociates.ca/book-a-consultation/

Address

857 18th Street
Brandon, MB
R7A5B8

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

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