Scepanovic & Associates

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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 business 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

10/20/2026

IG Wealth Management is celebrating a century of experience helping Canadians achieve their financial goals. That’s a 100-year legacy of partnering with families and business owners to help them build lasting financial success.

At S&A, we’re proud to be a part of the IG team and even prouder to be Canadian.

Congrats to IG for helping Canadians build their wealth and financial security for over 100 years.

10/09/2026

From our team to you, may you enjoy a wonderful Thanksgiving weekend filled with good food, family and friends.

10/07/2026

It's Mental Health Awareness Week - a good time to check in on the ones we love.

Where we land on the mental health spectrum can vary over time, depending on life circumstances.

If you or someone you love is struggling, reach out. Start with your family doctor or call or text 9-8-8 any time to connect with Canada's crisis lifeline.

09/30/2026

Today we reflect on the painful history and ongoing impacts of residential schools. Let's commit to learning, supporting Indigenous communities and spreading awareness. Together, we can work towards a future of truth and reconciliation.

08/28/2026

If we knew this 'renaming' thing was that easy, the creative team at S&A would have changed the name of our practice a long time ago...

08/21/2026

Passing on wealth is one thing.
Handing down a legacy? That takes careful planning and open dialogue.

At S&A we help families talk to one another about:
- What each person expects, and what’s actually in your Will?
- Who will be responsible for the house/cottage/family business, and who feels most attached to it?
- Any charitable donations you want made on your behalf.
- What you value most, and how you want your wealth to be used.

Some of the most costly estate planning mistakes aren’t legal or financial. They’re communication gaps that can lead to confusion and conflict.

We sit down with clients and their adult children to ensure we close the gaps. Because our practice is more than financial planning - it's life planning.

Reach out to learn more:
[email protected]

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.

Address

600-1111 International Boulevard
Burlington, ON
L7L6W6

Website

http://scepanovicandassociates.com/

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