Catherine Miao - IG Wealth Management

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Catherine Miao - IG Wealth Management Division Manager - IG Wealth Management Inc. I help Business owners retire faster with tax efficient strategies

Catherine Miao is a Certified Financial Planner that focuses on Business Owners and helps them
with Financial Planning to build and protect wealth and avoid any significant blind spots that
may deflate their purpose of running a business in the first place.

â–şâ–şâ–ş Are you a Business Owner who has been laser-focused on your business and
have not had a chance to look at your overall financial impact? Chances are you are still relying on annual income tax filing and your business planning to feel
good about your financial future. While both the business plan and income tax filing are incredibly critical part of a business, most
business owners ignore (or are unaware) of the implication your business can have on your
Financial Plan. Have you thought about the following:

â–ş What are the impact to your business and personal plans, if you are unable to work in your
business?
â–şAre you using all tax efficient methods to ensure you are using all your hard earned business
income towards your personal future plans?
â–şHave you thought about business succession and how that impacts your tax, cash flow and
transition to retirement? Financial Planning for Business Owner is a two-sided coin: Personal Financial Plan & Business
Financial Plan

The reality is Business owners get in business to achieve their life’s goal…be it retirement,
income, charitable, etc. Now the complexity a Business owner deals with when it comes to Financial Plan is a
magnitude higher than individuals...

Few examples: Tax laws, Income splitting, business continuity planning, estate planning, family
protection, passive income tax management, insurance, retirement planning, capital gains tax
reduction, foreign asset, cash flow management, asset protection, employee protection, etc. If you would like to chat, please email me at [email protected]

10/20/2026

Given Ontario’s weak productivity growth, it’s no surprise that incomes and living standards in the province are now among the lowest in North America.

Given Ontario’s weak productivity growth, it’s no surprise that incomes and living standards in the province are now amo...
10/20/2026

Given Ontario’s weak productivity growth, it’s no surprise that incomes and living standards in the province are now among the lowest in North America. https://tinybfs.com/t/oxGn5G

10/20/2026

Is the AI stock market boom a bubble? High valuations meet strong earnings growth, rising profitability and a CAPE ratio distorted by modern accounting.

Is the AI stock market boom a bubble? High valuations meet strong earnings growth, rising profitability and a CAPE ratio...
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Is the AI stock market boom a bubble? High valuations meet strong earnings growth, rising profitability and a CAPE ratio distorted by modern accounting. https://tinybfs.com/t/VSrhhw

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Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis.

Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential ...
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Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis. https://tinybfs.com/t/gpPfN8

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For the last thirty years, we have been focused on keeping bots out. Now, we have started to focus on working them in.

For the last thirty years, we have been focused on keeping bots out. Now, we have started to focus on working them in. h...
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For the last thirty years, we have been focused on keeping bots out. Now, we have started to focus on working them in. https://tinybfs.com/t/suWgCu

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Family Finance: Unlocking home equity or part-time work could help bridge the gap until full government benefits begin at 65.

Family Finance: Unlocking home equity or part-time work could help bridge the gap until full government benefits begin a...
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Family Finance: Unlocking home equity or part-time work could help bridge the gap until full government benefits begin at 65. https://tinybfs.com/t/5SgA9S

Address

200 Yorkland Boulevard, Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

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