Time to spring your financial plan into action
The Living Market Podcast

Time to spring your financial plan into action

2023-05-23

In this special edition podcast, IG Wealth Management’s Chief Investment Strategist, Philip Petursson and Christine Van Cauwenberghe, IG’s head of financial planning, discuss why the spring is an ideal time to revisit your financial plan. They suggest topics to discuss with your advisor, such as any life changes, tax efficiencies, possible changes to asset allocations and RESP/RRSP withdrawal strategies.

 

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