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IG Wealth Management Inc., Gee Gibson & Associates

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Everyone can benefit from financial planning. Listen to clients tell their stories, in their own words, of how they grew their wealth with our help.
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Gee Gibson and Associates Private Wealth Management

Keith Gibson - Senior Financial Advisor CFP, Bcom, RRC
Duane Gee -Senior Financial Advisor CFP, RRC
Janet Gee - Senior Financial Advisor CFP, RRC

Sharon Larose - Executive Assistant

10/17/2026

Could Bitcoin miners hold the key to the AI infrastructure boom? Ashish explains how publicly traded crypto mining companies are redirecting their power assets toward AI computing workloads and what it means for the next phase of the AI investment cycle. Listen now: https://ow.ly/gnk650ZYxeG

Subscribe, rate and review now.

10/15/2026

👨‍👩‍👧‍👦 We Serve: Families — Protecting What Matters Most

At Gee Gibson & Associates, working with families is at the heart of what we do.

Our role is twofold: helping you find the most tax-advantaged ways to pass along wealth in a way that matches your goals today — and helping the next generation understand and prepare for the impact of sudden-wealth events like inheritances.

We believe strong communication across generations isn't just helpful — it's essential.

By taking the time to ask the right questions in a comfortable, unhurried environment, we learn about your life goals and your family's unique dynamics. From there, we build:

— An investment plan that reflects where you are financially and where you want to go
— An estate plan that details what you wish to leave behind, how you want it to shape your children's and grandchildren's lives, and how much flexibility you want in how your legacy is used

Our ongoing care for your family's wealth means every member of your family can focus on living their lives — knowing their financial future is in good hands.

10/13/2026

Paying off their mortgage before retirement has become increasingly difficult for Canadians. So, is it okay to have a mortgage in retirement? And if so, what’s the best way to go about it? Read More: https://ow.ly/9Ioi50ZU0hl

10/12/2026

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude and time well spent with loved ones.

10/08/2026

🏡 Leaving the Cottage to Your Kids? Make Sure You're Not Leaving Them a Tax Bill Too.

For many Comox Valley families, a vacation property — a cabin on the lake, a place on the Island — holds decades of memories. The hope is that it stays in the family. But without proper planning, passing it on can trigger a significant and unexpected tax bill.

Here's what many families don't realize: when a vacation property transfers to anyone other than a spouse at death, it's treated as a disposition at fair market value. If that property has appreciated substantially over the years — and most have — your estate may owe capital gains tax on the full increase in value. In some cases, that liability is large enough that beneficiaries have to sell the property itself to pay it.

There are strategies that can help:

— Principal residence exemption — you may be able to designate the property and shelter some or all of the gain
— Improving your adjusted cost base — keeping records of every renovation and improvement reduces the taxable gain
— Life insurance — a policy can be structured to cover the tax liability so your children keep the property
— Gifting during your lifetime — may limit the ultimate tax exposure, though it doesn't eliminate it entirely
— Co-ownership agreements — essential if multiple children will share the property

The best time to plan for this is well before it becomes urgent. We're here to help families think through these decisions carefully.

10/03/2026

Are rising bond yields becoming the market's biggest threat? Philip explains why long-term yields are pressuring valuations and creating competition for investor capital, and what it means for your portfolio. Listen now: https://ow.ly/vnz950ZU0fL Subscribe, rate and review now.

10/01/2026

🏦 Do You Have an Emergency Fund?

Nearly half of Canadians have inadequate or zero emergency savings. It's one of the most common gaps in an otherwise solid financial plan — and one of the easiest to fix with the right structure in place.

An emergency fund exists for one reason: so that when life surprises you — a car repair, a medical expense, a job disruption — your long-term savings goals stay on track.

Here's what to aim for:

— Three to six months of household expenses set aside in a dedicated account
— Keep it accessible but separate — a high interest savings account or short-term GIC works well
— Start small if you need to. Even $500 creates a meaningful buffer
— Set up a preauthorized transfer on payday so saving happens automatically

Every dollar you pull from long-term savings to cover an emergency is a dollar that loses years of compound growth. A well-funded emergency account protects not just your present — it protects your future self.

If you'd like to talk through how an emergency fund fits into your overall financial plan, we're happy to help.

09/26/2026

Your first home is where you’ll create lasting memories and build the life you envision. The decisions you make about your mortgage can impact your lifestyle, savings and future goals. Talk to me to help you navigate your options and buy your first home with confidence.

Learn More: https://ow.ly/8oFe50ZRv5z

09/24/2026

🐟 Proud Supporters of the Pacific Salmon Foundation

Living on the west coast, nature isn't just scenery — it's part of who we are. The mountains, the ocean, the rivers. And salmon.

Salmon are what ecologists call a keystone species — an organism so essential to its ecosystem that everything else depends on it. When salmon return to spawn, they feed eagles, bears, and wolves. Their decomposing bodies enrich the forest floor and fertilize the very trees that shade the streams their offspring will return to. The entire web of life on the BC coast is shaped by salmon.

Which is why we're proud to support the Pacific Salmon Foundation — a non-profit organization founded in 1987 and dedicated to making transformational change for Pacific salmon, from the smallest streams to the open ocean.

PSF works with First Nations, government, researchers, and communities across BC and the Yukon to restore declining populations, prevent future declines, and modernize how salmon are managed. Their teams of leading researchers and biologists conduct science, support Indigenous knowledge, and mobilize resources into lasting habitat restoration.

Two-thirds of salmon populations in BC are currently below their long-term averages. The work PSF does matters — for ecosystems, for communities, and for the west coast way of life we love.

Learn more at https://ow.ly/ehwo50ZPnUX 🌊

09/22/2026

💜 World Alzheimer's Day — September 21

Today we recognize the 750,000 Canadians currently living with dementia — and the families who walk alongside them every day.

That number is growing. By 2050, nearly two million Canadians could be living with dementia. It's a reality that touches more families in the Comox Valley and across BC than most of us realize.

As part of the IG Wealth Management family, we're proud to be connected to the IG Walk for Alzheimer's — Canada's largest annual fundraiser for Alzheimer's disease. Since 2015, the Walk has raised over $60 million to ensure no one has to face dementia alone.

A dementia diagnosis changes everything — for the person living with it, and for the people who love them. Planning ahead — including powers of attorney, estate documents, and conversations about care — can make an enormous difference for families when the time comes.

If you'd like to talk about how to prepare, we're here.

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Address

104/2100 Guthrie Road
Comox, BC
V9M3P6

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://geeandassociates.ca/

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