Trevor Krall - Krall & Williams Group

05/06/2026

I recently spoke with a client who wanted to give more to the causes they care about—without disrupting their long‑term plan.

They’d built considerable wealth, were already generous, and were looking for a more intentional and tax‑efficient way to give. That conversation led us to IG Charitable Giving.

Using a structured approach, they were able to turn appreciated assets into meaningful impact, benefit from immediate tax advantages, and keep their overall strategy on track.

For families with $500K+ in investable assets, charitable giving doesn’t have to be a last‑minute decision. When planned properly, it becomes a powerful part of your wealth and legacy strategy.

To learn more, visit our website https://ow.ly/9YxY50YVLKW at or reach out—happy to have the conversation.

05/05/2026

Join us tomorrow for an estate planning discussion featuring Dan McPherson, Director of Private Wealth Experience at IG, Alex Gauthier, Co founder of ClearEstate, and Sara Hillier, Head of Estate Planning at ClearEstate, with insights from experts in will and estate legacy planning.

Learn strategies to protect your wealth through major life events.

Register now: https://ow.ly/AvfT50YQGWN

05/04/2026

May the 4th Be With You!
Giving back doesn’t require Jedi powers—just intention.

When charitable giving is done thoughtfully, it can support the causes you care about and be part of a smart financial plan. From tax‑efficient donations to planned giving, generosity can be a powerful force for good—for your community and your long‑term goals.

05/02/2026

If you’re aged between 35 and 55 and running a business, insurance (yes, insurance) isn’t just about protection, it’s a tool for growth, tax efficiency, and succession. Yet many business owners miss key opportunities… or make costly mistakes. I’d be happy to walk you through the strategies successful business owners are already using. Contact me to get started.

04/30/2026

Keeping your will and estate plan updated through major life events is vital for protecting your wealth. Join Dan McPherson, Director of Private Wealth Experience at IG; Alex Gauthier, Co founder of ClearEstate; and Sara Hillier, Head of Estate Planning at ClearEstate, along with other experts, to learn how to stay prepared.

Register now: https://ow.ly/f52Z50YQGZN

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/ycZO50YRQ54

04/28/2026

Don’t miss: Philip explains why behaviour — staying invested, diversifying, rebalancing — has been the biggest determinant of investment success across a century of markets. Listen now: https://ow.ly/CLX630sVlZv Subscribe, rate and review now.

04/27/2026

Myth: any business expense can be written off.

While taxes may be unavoidable, they can be minimized. Thankfully, there are plenty of small business tax writeoffs available to help lower your taxable income.

Contact me today.

https://ow.ly/NKrF50YOMVn

04/25/2026

A recent poll reveals significant concern among Canadians about mortgage fraud and its impact on housing prices. Many support income verification through the CRA to ensure fairness. Explore the full findings and implications in the linked article.

/CNW/ - A new national poll conducted by Pollara Strategic Insights on behalf of Mortgage Professionals Canada (MPC) and The Mortgage and Title Insurance...

04/23/2026

BUYING, RENEWING, or INVESTING? Let’s talk real estate—today’s way.

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/ruOW30sVftR