Spring clean your financial plan

With taxes now filed and RRSP contributions made, May is the ideal time to revisit and refresh your financial plan, says IG Wealth Management’s Chief Investment Strategist, Philip Petursson. In this special edition of the podcast, Philip and his special guest, IG’s Aurèle Courcelles, Assistant Vice-President, Tax and Estate Planning, discuss what investors should be focusing on right now. They talk about the possible implications of the recent budget’s capital gains tax, how to improve your estate planning and ways to modify your portfolio and its asset allocation, given the current market opportunities.