Scepanovic & Associates

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Scepanovic & Associates

Dan Scepanovic
Scepanovic & Associates IG Private Wealth Management with IG Wealth Management Inc. Mutual Fund Division

Our team is committed to providing you with the superior wealth management that is IG Private Wealth Management. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short- and long-term needs. We work with our suite of experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and bu

siness succession to develop a solution that is unique to you. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals. Dan Scepanovic, CFP, Executive Financial Consultant
Eddie Giraldo, CFP® , Associate Consultant
Anna Andricopoulos, Associate Consultant
Cathy Chiappetta, Executive Assistant

Disclosure: https://www.investorsgroup.com/en/legal/disclaimers

03/20/2026

Always looking to support local businesses, the S&A team has jumped on the Rudy bandwagon, ordering in some of their classics this week to the office: The Rude Dude, Pickle Chips and The Valentino. If you haven't tried it, we highly recommend you do.

Thanks for sharing your amazing fare with us! We've followed your story from Little Italy in Toronto to your amazing growth across the GTA and beyond - we're super excited you're in our backyard in both Burlington and Oakville.

Like they say - teams that eat together stay together (or maybe we made that up?).

03/17/2026

Earlier this month, Dan had the opportunity to support some of Ontario's elite basketball players at an Ontario Basketball championship tournament. A huge thank you to Deepan Vigneswaran, Ontario Basketball's Chief Operating Officer for allowing Dan this opportunity.

An avid basketball fan, Dan thoroughly enjoyed the game, the atmosphere and the added bonus of presenting the winning team's medals. The tournament signage - 'Where Elite Meet' - was an understatement for the talent of both teams.

03/06/2026

As a wealth management practice, we deal with money everyday. Not actual dollar bills, mind you - but money nonetheless. So in thinking of what to post to honour women for International Women's Day, we thought of a woman we see in our wallets from time to time but we might not know her story:

Viola Desmond built a career and business as a beautician and was a mentor to young Black women in Nova Scotia through her Desmond School of Beauty Culture. In 1946, Viola Desmond challenged racial discrimination when she refused to leave the segregated whites-only section of the Roseland Theatre in New Glasgow, Nova Scotia. Viola Desmond was arrested, jailed overnight and convicted without legal representation for an obscure tax offence as a result. Despite the efforts of the Nova Scotian Black community to assist her appeal, Viola Desmond was unable to remove the charges against her and went unpardoned in her lifetime. Desmond’s courageous refusal to accept an act of racial discrimination provided inspiration to later generations of Black persons in Nova Scotia and in the rest of Canada. In 2010, Lieutenant-Governor Maryann Francis issued Desmond a free pardon. In December 2016, the Bank of Canada announced that Viola Desmond would be the first Canadian woman to be featured by herself on the face of a banknote — the $10 note released on 19 November 2018. That same year, Viola Desmond was named a National Historic Person by the Canadian government. (https://www.thecanadianencyclopedia.ca/en/article/viola-desmond)

If you want to read more about amazing Canadian women, google Dr. Emily Stowe, The Famous Five, Donna Strickland, Charlotte Small and Roberta Dunbar to name a few.

And of course, we can't forget the fabulous women on our team - Becca, Cathy, Katrina, Mary, Mya, Shelley and Robin. They make our practice what it is today.

02/27/2026

Tax season has begun. You can get all the documents you need for filing your return in your IG Online Tax Centre:

🔎 Within the Tax Centre, you'll find tax receipts (for up to the last seven years), as well as Realized Gain/Loss and Annual Statement of Advisory Fees reports (2021 to 2025). All documents are easily downloaded for printing.

🔎 Tax documents for the 2025 tax year will be posted in the Tax Centre as they become available between now and the end of March. The tax filing deadline for individuals is April 30, 2026, and for self-employed individuals, June 15, 2026.

Please note that certain tax documents will not be available in the Tax Centre:

🔎 RDSP tax slips and IES and AIS income summary documents for U.S. taxpayers will continue to be delivered to clients through existing channels.

Not registered for Online Access? DM the S&A team and we'll show you how to sign-up.

02/13/2026

With Family Day and Valentine's all rolled into one weekend, we're definitely heading into a few days of showing our loved ones how important they are to us.

From our families to yours, we hope you enjoy a fabulous weekend together!

01/29/2026

What our clients are saying:

"We've known Norm for many years and he has been our financial planner our entire married life - long before he joined IG Wealth Management. It's Norm's advice we ask for when we're making a career or lifestyle change, and he always comes through in spades with the right strategy at the right time. His guidance, combined with his personable demeanour, puts both of us at ease. And Norm's knowledge and expertise has paid off for us, setting us up for a fruitful retirement. If you need mortgage, insurance or investment advice, reach out to Norm at Scepanovic & Associates. You'll be so glad you did".

Financial planning isn't just about numbers - it's about people. We make sure our clients know we're in their corner and ready to help no matter what the ask.

01/23/2026

As part of a series, we're sharing what some of our clients think of our services:

"I've been a client with IG and Scepanovic & Associates for almost 15 years now. Dan and Eddie provide consistent, reliable advice and implement strategies useful to my corporate planning that, when combined with my personal investment plan, puts my mind at ease on both fronts. With their help, and the support of the full Scepanovic & Associates team, I'm confident I've picked the right people to engage in my business planning. I look forward to working with them for years to come."

Financial planning isn't just about numbers - it's about people. We make sure our clients know we're in their corner and ready to help no matter what the ask.

01/16/2026

Financial planning isn't just about numbers - it's about people. We make sure our clients know we're in their corner and ready to help no matter what the ask.

As part of a series, we're sharing what some of our clients think of our services:

"Scepanovic & Associates has played a vital role in both our personal and business investment planning. We recently sold our business and are now moving on to a different stage of our life. The strategies implemented by Dan and Eddie have given us peace of mind while we shifted from business ownership to a more relaxed lifestyle. Selling a business and retiring can be overwhelming and unsettling as you wonder 'have you saved enough'? Knowing our financial plan was in good hands has made all the difference."

01/07/2026

Dan kicked off the new year at The Economic Club of Canada's annual Economic Outlook Breakfast where the Chief Economists of Canada's major banks discussed the current state of the economy and predictions for the year ahead. Moderated by CTV News Network host, Vassy Kapelos, this annual flagship event provides insight on the trends and challenges shaping Canada's future.

Following the breakfast meeting, it was off to IG's Toronto head office where IG's Chief Economist Philip Petursson provided further insight on the discussion takeaways and how the trends will impact our clients and services.

Events like this keep Dan and the S&A team better informed and ready to hit the ground running in 2026.

12/30/2025

Wishing you a happy and healthy 2026, full of opportunities to embrace more of life's possibilities.

Happy New Year! 🍾🎉

12/22/2025

Wishing you and yours a wonderful holiday season. And may the year ahead bring you good health and happiness.

- The S&A Team 🎄🎉

Address

600-1111 International Boulevard
Burlington, ON
L7L6W6

Website

http://scepanovicandassociates.com/

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