Liz Leckie, CFP- IG Wealth Management

06/26/2026

POV: This is where your emails have been finding me the last few days. 🌊🇨🇦

One more day of racing to go here in Dartmouth at !

It’s been so much fun getting back on the water and reconnecting with old teammates.

There’s something special about doing hard things, especially alongside people who have shared the journey.

Grateful for the chance to race again, challenge myself, and soak up every minute of it.

A big thank you to my “home team” in and out of the office who have held it down for me while I’m away!

06/11/2026

The family cottage is often one of the most emotionally valuable assets a family owns.

But cottage succession planning isn’t just about taxes.
Yes, capital gains can create a significant tax bill. We’ve seen families forced into an unwanted sale because the tax implications were ignored for decades.

But often the bigger challenge is people.

Not every child wants ownership.
Not every child lives close enough to use it.
Not every child can afford the ongoing costs.

And what works for three siblings may not work for eight or ten grandchildren in the next generation.

The goal isn’t simply to keep the cottage in the family forever.

The goal is to create a plan that protects both the asset and the relationships around it.

The best time to discuss:
✔️ Who wants the cottage
✔️ How expenses will be shared
✔️ What happens if someone wants out
✔️ How taxes will be funded..is before those decisions become urgent.

Have you had the cottage succession conversation yet?

05/28/2026

A normal financial advisor will tell you to stay on budget.

As CFP® professionals, we build margins in planning so that when life costs a little more than expected… it doesn’t derail the plan. ✈️

And occasionally, the best returns aren’t found on a statement.

They’re measured in:
• Core memories
• Family photos you’ll actually print
• Kids talking about “that trip” for years
• And forgetting what day it is for a week

Take the $5,000 vacation.
Because somehow that $7,000 trip becomes the best $10,000 you’ve ever spent anyway.

Financial planning isn’t about saying no to life, it’s about confidently living it.

www.leckieprivatewealth.ca

05/15/2026

A big thank you to the Rotary Club of Acton Ontario for all the good they do in our community!

A huge thank you to our 2025/2026 Rotary Club sponsors!

These businesses and organizations play a vital role in helping our club make a real difference in the community. Their support fuels everything from hands-on service projects to programs that improve lives locally.

Please join us in recognizing -and supporting- the sponsored features on our banner. We’re proud to partner with organizations that care about community as much as we do.

Together, we’re making good things happen.