Catherine Miao - IG Wealth Management

Catherine Miao - IG Wealth Management Division Director - Investors Group Financial Services 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.

►►► 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:

► What are the impact to your business and personal plans, if you are unable to work in your
business?
►Are you using all tax efficient methods to ensure you are using all your hard earned business
income towards your personal future plans?
►Have 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]

05/28/2026

The well-known venture capitalist John Doerr, who bet on Google, told the Wall Street Journal that the AI revolution is, if anything, underhyped. Here's his interview.

The well-known venture capitalist John Doerr, who bet on Google, told the Wall Street Journal that the AI revolution is,...
05/28/2026

The well-known venture capitalist John Doerr, who bet on Google, told the Wall Street Journal that the AI revolution is, if anything, underhyped. Here's his interview. https://tinybfs.com/t/4EcY8e

05/28/2026

The CRA could help Canadians make well-informed financial decisions by simplifying the rules.

05/27/2026

Share of mortgages using alternative lending practices doubled in recent years, with lenders trying to get more business in a stalled housing market

Share of mortgages using alternative lending practices doubled in recent years, with lenders trying to get more business...
05/27/2026

Share of mortgages using alternative lending practices doubled in recent years, with lenders trying to get more business in a stalled housing market https://tinybfs.com/t/5ltoXO

05/27/2026

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standards are high but come at a more affordable cost.

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standar...
05/27/2026

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standards are high but come at a more affordable cost. https://tinybfs.com/t/oWK3Hm

05/27/2026

Generative AI adoption is no longer theoretical, but it is still early enough for disciplined organizations to build a lead.

Generative AI adoption is no longer theoretical, but it is still early enough for disciplined organizations to build a l...
05/27/2026

Generative AI adoption is no longer theoretical, but it is still early enough for disciplined organizations to build a lead. https://tinybfs.com/t/y7axgO

05/26/2026

The best rate isn’t necessarily the lowest borrowing cost, and the lowest number on a screen isn't always the lowest figure a lender will quote.

Address

200 Yorkland Boulevard, Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

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