IG Wealth Management - Kingston Quinte Isles

IG Wealth Management - Kingston Quinte Isles We inspire financial confidence. Investors Group Financial Services Inc.

Jason Stapley, Regional Vice President
Adam Macdonald, Division Manager
Jennifer Maloney, Division Manager

Walking this weekend to make a difference! Join us in supporting the Alzheimer Society.Share your walk experience using ...
05/29/2026

Walking this weekend to make a difference! Join us in supporting the Alzheimer Society.

Share your walk experience using .

Ready for the big weekend? We’re gearing up for the IG Wealth Management Walk for Alzheimer’s!Share your preparations us...
05/28/2026

Ready for the big weekend? We’re gearing up for the IG Wealth Management Walk for Alzheimer’s!

Share your preparations using .

05/25/2026

Every dollar makes a difference. Together, we can help the Alzheimer Society bring hope and move closer to a cure for millions of Canadian families impacted by dementia.

Donate today.

05/19/2026

You’re invited to our exclusive event series: four incredible, world-class Canadian speakers. IG's 100th anniversary gift to our community. Let’s celebrate together

Register for the full series: https://ow.ly/MUlN30sVbII

05/14/2026

Fraud costs Canadians over $700 million annually. IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, SVP Financial Services, will discuss the latest scam trends, how to recognize red flags and what steps to take to protect yourself and your family.

This session will explore:
• The latest scam trends affecting Canadians.
• Key red flags to watch for.
• What to do if something seems suspicious.
• How IG Wealth Management helps protect clients.

Save your spot now: https://ow.ly/Ly6N30sVbI3

05/11/2026

It takes a community. Let’s walk together during the last weekend of May to support the Alzheimer Society in the IG Wealth Management Walk for Alzheimer’s.

Share who you’ll be walking with using .

We walk for our loved ones. We participate in the IG Wealth Management Walk for Alzheimer’s because people living with d...
05/05/2026

We walk for our loved ones. We participate in the IG Wealth Management Walk for Alzheimer’s because people living with dementia need our help.

Spread the word about why the walk is important to you using .

The power of income splitting: Keeping more in the familyFor business owners, taxes can feel like an uphill battle. But ...
05/02/2026

The power of income splitting: Keeping more in the family

For business owners, taxes can feel like an uphill battle. But income splitting offers a powerful way to ease the burden and keep more wealth within your family. How can you make it work? It starts with understanding the strategies—and the rules.

Here are three key ways to approach income splitting:

1. Pay salaries—but stay reasonable
If family members actively work in your business, paying them a salary can reduce your taxable income while compensating them for their contributions. But here’s the catch: the salary must align with the work performed. For example, you can’t pay your spouse an executive salary for handling occasional administrative tasks. CRA rules require salaries to be “reasonable,” which means comparable to what you’d pay a non-family employee for similar work.

2. Use dividends effectively
If your spouse or adult children are shareholders or beneficiaries of a family trust that owns shares, they can receive dividends. This can be a tax-smart move since dividends are often taxed at a lower rate in their hands than in yours. To qualify, family members must work an average of at least 20 hours per week in the business. It’s also worth noting that children under 18 cannot benefit from this strategy due to rules on split income.

3. Incorporate a family trust
A family trust offers flexibility and control. It allows you to allocate dividends or other income to specific beneficiaries—like your spouse or children—based on their needs or lower tax brackets. This can be particularly useful if you want to maintain control over the business while still spreading income among family members. Trusts also play a critical role in succession planning and can help protect your business from marital property claims.

Let’s discuss your options

Income splitting rules are more complex than ever, but the potential benefits are worth exploring. Whether it’s through salaries, dividends, or a family trust, these strategies can help reduce your family’s overall tax bill and strengthen your financial legacy.

Curious about how income splitting could work for your family? Let’s connect to explore your options and create a strategy tailored to your business goals.

05/01/2026

Disability insurance is one of the most overlooked parts of a well-rounded financial plan. If your income stopped tomorrow due to illness or injury, would your plan still hold, or could it be derailed? Let’s talk through what the right individual coverage could look like for you.

04/30/2026

Fraud costs Canadians over $700 million annually. IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, SVP Financial Services, will discuss the latest scam trends, how to recognize red flags and what steps to take to protect yourself and your family.

This session will explore:
• The latest scam trends affecting Canadians.
• Key red flags to watch for.
• What to do if something seems suspicious.
• How IG Wealth Management helps protect clients.

Save your spot now: https://ow.ly/P0SH30sVbHY

Address

100-1000 Gardiners Road
Kingston, ON
K7P3C4

Opening Hours

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

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