Kosta Margaritis - IG Private Wealth Management

05/05/2026

We walk for you

Dementia touches every community, whether it’s a friend, family member, or neighbour. Join Canadians from coast to coast in the IG Wealth Management Walk for Alzheimer’s. Share who you’re walking for using: .

Join us and make a difference! Register now at https://ow.ly/bO7J30sVqJQ

03/25/2026

Complex financial decisions require more than investment advice.

At IG Private Wealth, we specialize in integrated financial planning, aligning portfolio construction, tax efficiency and estate strategy into one cohesive plan.

Connect with our team to schedule a complementary discovery meeting.

Mastroianni and Associates, IG Private Wealth Management
Website: https://ow.ly/qktp50YyFVc

02/23/2026

The way you draw money from retirement sources can have a big impact on your taxes.

Not all investment dollars are equal.

Deferred growth, interest, dividends, capital gains, etc.

Having a well-defined retirement withdrawal plan can help keep more money in your pocket.

02/20/2026

Dr. Patel’s story is one of vision, growth, and strategic transition. With the guidance of his IG Advisors, he navigated complex financial planning and a rare business exit—setting the stage for a new chapter focused on family, estate planning and future ventures.

“They went above and beyond. We wanted freedom from this process. Jatinder and Reshma made sure that we continue to have that joy from our sale and took all the worries that come after a sale away from us.”
— Dr. Patel

02/17/2026

RRSP deadline reminder 💡

To reduce your 2025 taxable income, you must make a contribution by March 2nd.

If you are unsure how much to contribute, whether a contribution makes sense for you, or how it fits into your financial plan - now is the time to review.

Reach out prior to the deadline to ensure you are not leaving tax savings on the table.

02/13/2026

IG offers top-performing investment solutions, built using world-class money managers, along with expert integrated financial planning to help you confidently reach your financial goals: https://ow.ly/JYf930sTaU7

02/09/2026

RRSP Deadline Reminder!

You must make a contribution prior to March 2nd, to reduce your 2025 taxable income.

If you are unsure how much to contribute, whether a contribution makes sense for you, or how it fits into your financial plan - now is the time to review.

Reach out prior to the deadline to ensure you are not leaving tax savings on the table.

01/12/2026

As you begin to get ready to prepare your 2025 tax return, we want to ensure you’re aware of important upcoming dates and deadlines:

March 2 - RRSP contribution deadline
April 30 - Tax filing deadline for individuals
June 15 - Tax filing deadline for self-employed individuals

Important Reminders:

2026 TFSA limit: $7,000

2026 RRSP limit: 18% of earned income, to a maximum of $33,810

FHSA Limits: FHSA contribution room only starts to accrue in a year that the holder has established an FHSA. In that year, the holder is entitled to $8,000 of room. Unused room will accumulate and carry forward, but only to a maximum of $8,000. This means that the maximum contribution in a year can never be higher than $16,000. The FHSA lifetime contribution maximum is $40,000.
To contact our team for a tax consultation prior to filing your 2025 return, please email to [email protected] or personally to [email protected]

maurizio.mastroianni.com
Mastroianni & Associates IG Private Wealth Management

https://www.ig.ca/en/insights/important-dates-to-help-you-get-ready-for-tax-season

A list of tax-related dates, including when you can expect to receive various tax slips, as well as deadlines for RRSP contributions and tax filing.

01/07/2026

As we enter a new year, we want to thank our clients, colleagues and trusted connections who have continued to refer our team.

At Mastroianni and Associates, IG Private Wealth Management, we take pride in guiding business owners, executives and affluent Canadians through detailed financial planning, focused on our key wealth drivers.

Please enjoy our video highlighting our team and service commitment.

11/06/2025

Here are the highlights from the 2025 federal budget and how it could impact you.

https://ow.ly/CSGj30sR0tW

11/04/2025

November is Financial Literacy Month. We’re shining a spotlight on the importance of financial education and empowerment. Through our IG Empower Your Tomorrow program, we’re committed to building financial well-being across Canada by partnering with organizations that support individuals across every life stage. Learn more about Empower Your Tomorrow https://ow.ly/IC2U30sQZsk