John Bender - IG Wealth Management

John Bender - IG Wealth Management John Bender is a Certified Financial Planner professional at IG Wealth Management. Sit down with clients and go over the six disciplines of financial planning.

Help clients achieve their financial objectives by helping them put in place a comprehensive financial plan that is tax efficient, and reliable. IG Wealth Management Inc. Mutual Fund Division.”

Investment Planning - Structure investments to reflect risk profile, regularly rebalance portfolios, set up tax efficiency both now and in retirement. Cash Management - Make sure clients are aware of spend

ing habits as well as opportunities of what to do with excess cash flow. Risk Management - Assess clients insurance needs Prepare for the worst, and hope for the best. Make sure a disability or critical illness doesn't devastate their financial plan and delay retirement, or force clients to liquidate assets, as well as make sure they have enough life insurance to protect their loved ones should something unexpected occur. Tax planning - A lot of clients don't know that the biggest expense they have in life is taxes. If you are at a marginal tax rate of 30%+ there's huge opportunities to recover income tax dollars and keep more money in your pocket! Retirement Planning - When is the expected date of retirement, and how do you plan on getting there? Setting a goal and working towards it is the only way to achieve it. Show me your goals, I show you strategies to get there. Estate Planning - Make sure that your wishes are being met, whatever they may be. These six disciplines will help me set up a holistic financial plan for clients.

10/10/2025

From chow mein to rolled turkey, Canadians across the country have made their own holiday must-haves over the years.

10/10/2025

Life insurance can protect your loved ones financially after you’re gone, but picking the right kind can protect your wallet even when you’re alive.

10/09/2025

This article explains what term life insurance is, exploring its benefits and drawbacks to help you decide if it’s worth getting one.

10/08/2025

Six losses in seven games had dropped the Blue Jays into a tie with the New York Yankees for the AL East lead. That prompted the 32-year-old reliever to send Scott Blinn, Toronto's director of major league clubhouse operations, scrambling to find those retro caps with white panels in the style the B...

10/08/2025

Retirement is too precious to waste money on things that don’t matter, writes Lesley-Anne Scorgie. Use a budget cut spending on things that bring little joy. It’s just not worth it.

10/07/2025

Lots of things are more expensive, but coffee is irreplaceable. So Americans are eating the price hikes—and reserving the right to rant.

10/07/2025

Jays do playoff games to extremes, good and bad. Add Sunday to that list

10/06/2025

Jason Heath: What the future of CPP and OAS means for your retirement plans

10/05/2025

While many new parents turn to grandparents to help with caregiving, that may not be possible in the future

10/04/2025

Many grandparents want to pitch in and get involved in their grandkids’ growth and development.

10/03/2025

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes and protect your estate.

10/02/2025

Mental toughness isn't a personality trait — it's a trained discipline. Here's how founders and executives can strengthen their resilience for whatever business throws their way next.

Address

#910 225 6th Avenue SW
Calgary, AB
T2P3S9

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 10am - 7pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

Website

Alerts

Be the first to know and let us send you an email when John Bender - IG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to John Bender - IG Wealth Management:

Shortcuts

Share

Category