Osmond Findlay & Associates

02/22/2024

Free Webinar!

How to transition from your business to your retirement
Thursday, February 22, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 1 pm AT | 2:30 pm NL

As a business owner, have you considered your comprehensive retirement plan? Did you know 76% of small business owners are planning to leave their business, but only 9% have a formal plan in place?

Join Amanda Lang and IG expert Aurèle Courcelles, AVP Tax & Estate Planning as they discuss how to navigate retirement when owning a business.

If you're interested in attending, send us an email at [email protected]

01/03/2024

Thank you Vulcan County for recognizing our satellite office in Vulcan. Robby Findlay was born and raised in Vulcan and loves being back in the county to serve the people there.

We are kicking 2024 off by showcasing local Vulcan County businesses every month all year long!

First up in the spotlight is Osmond Findlay & Associates. They are a part of the IG Wealth Management Firm and focus on providing full service financial planning. Whether this is investment, tax, retirement or estate planning; charitable giving; or preparing for the unexpected they are a team of individuals who have your best interest at heart.

Fun Fact: They have finished in the top 25 consultant practices across Canada for the last 2 years!

Stop by and see them at 108 2nd Ave S in Vulcan or find them here on Facebook.

Osmond Findlay & Associates

06/07/2023

We've launched a brand new website just for our team!
Check out the link below to take a peek, and we'd love to hear from you if you have any questions.

We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

04/21/2023

Happy Friday!
The below Q1 Market Review video summarizes key messages and themes from our Chief Investment Strategist, Philip Petursson.

The year began with some positives for equities and interest rates, in spite of volatility midway through the quarter.

12/23/2022

May all that is beautiful, meaningful and which brings you joy be yours this holiday season and throughout the coming year.
Merry Christmas from the Osmond Findlay & Associates team!

10/19/2022

Our team had a lot of fun laughing with our clients at the 2022 IG Comedy Tour. Leonard Chan: Comedy and Stuff, Kevin Bozeman and Ryan Belleville put on a great show!

02/10/2022

Our Satellite office in Vulcan finally got signage put up. Shout out to Zircon Graphics for getting this done for us.

12/07/2021

What a year!
-2 team members retired
-Brought on a partner
-Hired a new associate
-Received over 90 Referrals
-Book of business grew by $35,000,000
-Was invited to join the Private Wealth Group. Which are teams that are consistently the top performers in the country.

Looking forward to what 2022 will bring.
Thanks to all those who have supported us.

01/28/2021

IG Wealth now offering up to 1% on cash balances. So if you have a savings account, holding large cash balances in your portfolios for buying power, or sitting on cash for any other reason, were a great place to park it. Reach out for more details.

09/29/2020

https://www.advisorstream.com/cust/investors-group-content/how-strong-your-financial-plan/?c=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJub2RlX2lkIjoxMzgyMywicHJldmlldyI6dHJ1ZSwiY29tbV9pZCI6MjgwNTcwNCwiZGVzdF9pZCI6bnVsbCwicmVhZGVyX2lkIjpudWxsfQ.lZ2CUZ-Dkp8OxNRSneiPRPBByE70WuJFg_82jtukU0g

The impact of COVID-19 has reinforced that having a holistic view of your financial life is important more now than ever. A well-constructed financial plan which allows you to monitor your goals, and change accordingly, is the key to establishing your financial confidence and well-being.

09/02/2020

Canada Life is currently offering 4 FREE MONTHS of insurance coverage on new term policies. If you're wanting to review your existing coverage or are looking to get life insurance for the first time, now is the perfect time to reach out to us!
Canada Life is one of the many insurance companies we use if you're looking for a few options.