Lisa Hoogendoorn - IG Wealth Management

Lisa Hoogendoorn - IG Wealth Management Certified Financial Planner IG Wealth Management Inc. - Mutual Fund Division Associate Consultant, Investors Group Financial Services Inc.

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without pro...
03/24/2025

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without proper planning, leaving the family cottage to your kids could leave them with a financial headache?

Don’t miss this webinar to gain insights into how you can avoid these potential pitfalls and more. Learn how to safeguard your wealth, minimize taxes and ease the burden on your loved ones. Join our host, IG Wealth Management's Dan McPherson and experts from ClearEstate, including co-founder Alex Gauthier, as they discuss real-life case studies, including:

Delays and complications caused by naming an executor based abroad.
How trying to avoid probate brought about a larger tax bill.
Conflicts over a will that arose due to the family avoiding estate conversations.
There will be a virtual Q&A session at the end of the webinar to answer some of your questions.

Registration Link: https://event.on24.com/wcc/r/4846068/D665F40F578BAEF4638F1B31B64E7875?partnerref=ROXXLisa_Hoogendoorn

03/07/2025

Listen in and get tax smarter this week -we’re talking tax planning and wealth creation for high-income professionals.
Join host Mike Eppel and guest Blair Evans, AVP, Tax & Estate Planning, for the fifth episode of the “IG Private Wealth Financial Planning Hour” radio show.
We’ll cover the different ways professionals (like doctors, lawyers, engineers and accountants) create wealth, whether they should incorporate their practices, and the importance of working with an advisor.

📅 Live show times:
• Saturdays at 1:00 p.m. on 570 NewsRadio Kitchener
• Sundays at 12:00 p.m. on 95.7 NewsRadio Halifax and 1130 NewsRadio Vancouver


Be at the centre of your financial plan. Visit our website to connect with an IG Private Wealth advisor today.

02/11/2025

Financial anxiety can have a serious impact on your mental and physical health. These six strategies can help you to reduce it substantially. Read More: https://ow.ly/gnLO50UVWkN

Taking a moment to celebrate National Girls and Women in Sports Day with a photo of my two favorite athletes!
02/05/2025

Taking a moment to celebrate National Girls and Women in Sports Day with a photo of my two favorite athletes!

✨ Ready to buy your first home? The First Home Savings Account (FHSA) might be your game changer! 💸Here’s why you need t...
01/30/2025

✨ Ready to buy your first home? The First Home Savings Account (FHSA) might be your game changer! 💸

Here’s why you need to know about it: 🔑 Save up to $40,000 for your first home! 📉 Tax-free growth: Your savings grow without being taxed, and withdrawals for a home are also tax-free!

It’s the best of both worlds: RRSP + TFSA combined!

Take control of your homeownership dreams and start saving smart! 🏠

🚀 Invest in Your Child's Future with the $1200 BC Training and Education Savings Grant! 🎓✨Did you know? If you’re a pare...
01/22/2025

🚀 Invest in Your Child's Future with the $1200 BC Training and Education Savings Grant! 🎓✨

Did you know? If you’re a parent or guardian of a child born in 2006 or later, you could receive a $1200 grant to help them save for post-secondary education or skills training! 📚

How it works:

The BCTESG grant application can be completed for children between the ages of 6 and 9 and have a Registered Education Savings Plan.

💰 Don't wait! The $1200 grant is a great way to give your child a head start on their educational goals. Start saving today! 💪

🔗 BCTESG Application:https://www.canada.ca/content/dam/canada/employment-social-development/migration/documents/assets/portfolio/docs/en/student_loans/resp/forms/SDE0093D_EN_Locked.pdf

01/20/2025

Philip Petursson, Chief Investment Strategist at IG Wealth Management, outlines how cross-border tensions and internal politics could impact a return to pre-GFC monetary conditions. Read More: https://ow.ly/qSye50UJtRk

I'm doing a No Spend Challenge for the month of January outside of the essentials (ie. Groceries and Gas). I highly reco...
01/07/2025

I'm doing a No Spend Challenge for the month of January outside of the essentials (ie. Groceries and Gas). I highly recommend it. Reach out if you have questions or comment below that you are joining!

Happy New Year!
01/02/2025

Happy New Year!

09/08/2023

I'm happy to chat about the benefits of a RESP.

04/13/2023

What tax returns should be completed when someone passes away? Why do these returns need to be filed?

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Landmark 6, 600/1631 Dickson Avenue
Kelowna, BC
V1Y0B5

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