Lionel Williams - Krall & Williams Group

06/03/2026

Our IG 100th Anniversary event series continues!
Don’t miss our second webinar in the series, building on the conversation around brain health and longevity.
Join leading experts as they share valuable insights to help you stay informed and proactive about your health and well-being.
Hosted by IG’s Alana Riley with expert speakers.
Secure your spot now:
https://ow.ly/S68B50Z1PX0

06/02/2026

3 Key Questions Every Business Owner Should Ask

If you own a business, your exit strategy matters just as much as your growth strategy.

Here are three questions to consider:
1️⃣ Who will take over the business?
2️⃣ How will the transition be funded?
3️⃣ What is the tax impact of your plan?
Without clear answers, transitions can become stressful, costly, and disruptive.

Planning ahead gives you control over the outcome—not just the exit.

05/30/2026

How do we honour the people we love living with Alzheimer’s?

We walk because someone we love deserves to be supported and surrounded by community.

Join us the last weekend of May for the IG Wealth Management Walk for Alzheimer’s.

• Over 750,000 people in Canada are living with dementia, and many of us walk to honour parents, partners, grandparents, and friends.
• Walking together creates space for hope, comfort, and connection.
• Funds raised strengthen the supports families rely on every day.

Share who you’ll be walking for or with using: .
Register at: https://ow.ly/jqbL30sW2GN

05/28/2026

6 Common Pitfalls When Donating

1️⃣ Assuming you can only give a little - proper planning can show you just how much you can give to causes you care about.
2️⃣ Correct name and charity number: the Food bank is a national program, the Red Deer Food Bank is solely for Red Deer.
3️⃣ Cash or Investments: donating investments in-kind will eliminate capital gains.
4️⃣ Understanding the Gift: does the charity know how the gift works i.e. life insurance.
5️⃣ Can the charity accept your type of gift? some cannot accept investments.
6️⃣ Intention: did you ask the charity what they intend to do with the gift?

Avoid these mistakes and make your generosity go further!

05/27/2026

Are you missing simple ways to save more and pay less tax?

Many people face a financial planning gap—overlooking tools that can strengthen their wealth and future.

This piece highlights why that gap exists—and what it can mean over time.
Worth the read. https://ow.ly/cmjc50YXSMB

05/26/2026

Giving with Intention: Don’s Legacy

We often think of giving as something simple—something we’ll get to later.
But when it’s done with intention, it can become something more. It can reflect your values, support the causes that matter to you, and still protect what you’ve built along the way.

Don Bowder wanted to give back to his community—and with the right guidance, he created a charitable fund that supports healthcare while helping secure his family’s future.

“I don’t think I could have achieved what we did without IG. The benefits will continue for many years.” — Don

A good reminder that thoughtful planning doesn’t just make an impact today—it shapes what lasts.

Take a few minutes to watch his inspiring story:

Don’s journey shows how thoughtful planning can turn generosity into a lasting legacy. With Dan’s support, Don created a charitable fund that reflects his va...

05/25/2026

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/iuyW30sVWPq

05/23/2026

Discover the critical yet overlooked retirement risk that many families face: cognitive decline. This insightful article explores its impact on financial decision-making and how to navigate planning for the future. Don't miss it!

05/21/2026

Want to give AND save on taxes?

In Alberta, charitable donations can earn you up to 75% back on the first $200 and, depending on your income level, 50% or 54% on amounts over $200 in combined federal and provincial tax credits. That means no matter what your tax bracket, your tax credit is more than the taxes you would pay on the same income.

Curious how much you could save? Use our Charitable Giving Calculator to see your potential tax benefits and start planning smarter giving today.
https://ow.ly/gkvk50YWg23

05/20/2026

Our IG 100th Anniversary event series begins May 21 at 1:00 p.m. ET!

Don’t miss our first webinar, “Healthy Brain Aging, Dementia Risk & the Latest in Research & Treatment.”

Join Dr. Zahinoor Ismail, one of Canada’s leading dementia specialists, as he shares breakthrough insights on brain health, prevention, and early detection. Hosted by IG’s Alana Riley with geriatric specialist Brad Lohman.

Secure your spot now:https://ow.ly/ljVN30sVTli