Timothy Schonberg BA, CLU, CFP - IG Wealth Management

05/22/2026

Canada’s financial landscape is evolving, and so are Canadians’ priorities when it comes to their legacy. IG Wealth Management’s latest estate planning study reveals a clear gap between intention and action: 84% of Canadians say having an estate plan is important, yet fewer than half have one in place.

Even among those who do, important conversations are being missed. While 68% believe charitable giving should be included in an estate plan, only 40% have discussed how to incorporate it.

At IG, we’re focused on helping close these gaps by giving Canadians the guidance and strategies they need to protect their legacy, support the causes they care about and make their wishes clear.

Learn more: https://ow.ly/vOoL30sVXLb

05/13/2026

Our IG 100th anniversary event series begins May 21 at 1:00 p.m. ET. Join Dr. Zahinoor Ismail, one of Canada's leading dementia specialists, for breakthrough insights on brain health, prevention and early detection. Hosted by IG's Alana Riley with geriatric specialist Brad Lohman. Register now: https://ow.ly/ua7R30sVKtt

04/29/2026

The 2026 Spring Economic Update is out — and with a government operating with a working majority, policy direction may turn into action more quickly. IG’s Advanced Financial Planning Team have unpacked what the latest measures could mean for your financial strategy in the months and years ahead. Read more https://ow.ly/UGs550YRKKE

04/21/2026

Discover why TFSAs reign supreme for retirees in this insightful article. Learn how tax-free savings outshine RRSPs for managing income and expenses, ensuring a smooth, financially savvy retirement. Don’t miss out!

04/20/2026

The housing market today looks nothing like it did just five years ago. It’s more important than ever to have the right mortgage that fits within your financial plan.

Join IG’s Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa as they discuss the current housing market and what to consider when renewing your mortgage, buying your first home, or considering real estate as part of your investment strategy.

Reserve your spot today. https://ow.ly/GHPE30sVbMX

04/18/2026

Philip explains why markets rallied despite ongoing war concerns, and shares why understanding positioning matters more than waiting for headlines to feel reassuring. Listen now: https://ow.ly/CXpe50YLyv1

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04/14/2026

Life insurance is one of the most important tools for protecting the people who depend on you. If any of these situations apply to you, it’s worth a conversation. Reach out and I can help you explore the right options.

03/26/2026

Philip discusses why aggressive portfolio changes during uncertainty can do more harm more good, and shares what current fundamentals reveal about actual recession risk. Listen now: https://ow.ly/8CEu50YzqsZ

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03/24/2026

This article discusses the benefits and challenges of real estate as a retirement investment. It emphasizes careful planning around liquidity, transaction costs, and the implications of passing property to the next generation.

I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.

03/12/2026

Discover how Timothy and Margaret plan for retirement on a combined income of $84,000 while navigating pension changes and adjusting their lifestyle. Gain insights into effective retirement planning strategies!

Ontario couple helped their kids with weddings and down payments and now wonder if they can retire. Read on to find out.