Julia Wheeler, Associate Consultant-IG Private Wealth Management
260 Lynden Rd Suite #1 N3R 0B9 Brantford, ON, Canada

Just because we have a pandemic going on doesn't mean we can't still have our very popular Songwriter's Series event this year!! Send me a DM with your email ...address to get the registration link for this amazing virtual concert featuring 3 top artists on Thursday April 8. On the night of the event, grab your honey & a cocktail/mocktail and be ready to listen to some great music!! No dress code (just be sure to keep your camera off as needed)!! #igpwm #gaudetgrouppwm #gaudetgroupprivatewealthmanagement #virtualevents #songwriters #clientappreciation See more

Lucky to be part of this amazing team!

With the help of an IG Advisor, you can find out your monthly income in retirement. https://bit.ly/2ZnKqDG

In 2020 we rose to the challenge. Our performance followed suit. http://ow.ly/WLOF50DEMkz

This is so true. We discuss your goals, your experiences and your situation. Then we provide options and scenarios that will be your journey to reach these goals. But life does get in the way sometimes, so we help refocus and move on. I encourage you to reach out!

Extremely proud moment for our team today! 2020 was one for the books, but under the leadership of Glenn we had our best year yet. When Covid struck in March we moved our practice in to our home offices, started to meet virtually with clients and entered the world of virtual seminars. We pivoted the practice and delivered a service without interruption to our valued clients! Thank you Glenn Gaudet for the continued leadership and to our entire team for a shared vision, core values and principles!

Had the opportunity to facilitate my first online seminar, designed for women, alongside the rest of my team tonight! Women are becoming the new face; redefining wealth, giving and legacy planning! Statistics show women are living longer and in the next five years 50% of the wealth will transfer to women. Are you ready? If you missed it please don’t be afraid to DM me and we can chat! #womenandwealth #financialplanning #gaudetgroup

New restrictions on the horizon for Canadians booking a vacation this Winter down South ! #snowbirds #stayhome #stopthespreadofcovid19 #gaudetgrouppwm #glennstipoftheweek

Retirement is not an event..... it is a journey and a process. How prepared are you? Our team has the knowledge and experience to help you navigate this journey!

If anyone is interested in a FREE virtual event message me with your email address and I can send you the link! Our team is very excited to be taking part in yet another great event!

Happy New Year! Here's to brighter days ahead in 2021 #NewYearsDay

Ahhh...tis the season of Christmas parties, office get togethers, cookie exchanges....oh wait it is December 2020 and none of this is happening!!!!! Great news ...as now you have more time and a much clearer head to focus on some investment planning opportunities!!! Here are 4 tips: 1) If you have non-registered investments with unrealized capital losses, you may want to consider triggering these losses to offset capital gains from the current year, or net capital gains in any of the three prior taxation years. This is referred to as "tax loss selling. Capital losses can be applied against net capital gains realized this year. 2) If you are considering making a TFSA withdrawal, a withdrawal before the end of 2020 would create additional TFSA contribution room in 2021 while a TFSA withdrawal in 2021 would not create additional TFSA contribution room until 2022. 3) Do you have a child that turned 15 in 2020 and have not yet opened a Registered Education Savings Plan (RESP)? Making an RESP contribution of $2,000 before December 31, 2020 would not only allow you to receive the Canada Education Savings Grant for this year, but also for an additional two years on contributions of up to $5,000 per year. 4) Income splitting can be one of the most effective ways to save tax for your family, now and in the future. If you are saving for retirement, a spousal RRSP contribution will provide a tax deduction for you now and the future retirement income is taxed in the hands of your spouse. There are many other strategies that could be suitable for you. You may also want to look at charitable giving or maximizing your tax credits and deductions. Is all of this giving you a bigger headache then the rum and eggnog self isolation party you had on the weekend? No worries! Let our team do all of the brain work. DM me to set up a virtual appointment with one of our team today to see how we can help your family take advantage of these opportunities!

The U.S. election is days away, and even here in Canada, we are bombarded with predictions of the effects the winner will have on the economy. How concerned should we be? In balance, history has shows that elections, just like the daily market volatility, don’t affect long-term investors negatively. We have a long-term strategy in place to help you pursue your goals, so any uncertainty, whether the market, political or otherwise, should not worry you. Simply tune out the noise, and turn your focus to your goals. Feel free to reach out if you would like to chat!

DM me for details! Another great event!

October is #DyslexiaAwarenessMonth. As such, IG will be matching up to $50,000 in donations throughout the entire month. Click here to donate. http://ow.ly/zGZN50BU14u

Wishing everyone happiness during this long weekend!

Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals. http://ow.ly/Dcl150BquAc

Did you register yet for this event? There is still time for this exclusive live webinar on Thursday Sept. 17. DM me to sign up! #financialadvisor #gaudetgrou...ppwm #igpwm #privatewealthmanagement #yourmoneyteam #financialplanning #investmentplanning #retirementplanning #financialteam #investorsgrouppwm #wealthplanning #retirementadvice #savingforretirement #thenewnormal #backyardvisits #financialplanningseminar #portfoliostrategies #financialadvice #financialplanningtips #balancemyportfolio #investmentstrategies #wealthplanningseminar #financialseminar See more

Who doesnt love cookies?? Dont forget to pick up your smile cookies this week! Proceeds of the campaign are split between two local charities; Brant Food For Thought and Landsdowne Childrens Centre Foundation !

We are very excited to be apart of this very special virtual event honouring the plight of children in residential schools. This will be a very special event, featuring Gord's brother Mike, as well as a musical guest William Prince. You will not only be inspired and entertained but IG Wealth Management will make a $20 donation on your behalf for attending! Please DM me to register! I can't wait! #igpwm #gaudetgrouppwm #yourmoneyteam #orangeshirtday #orangeshirtdayevent #orangeshirtdayhonoured #chaniewenjakfund #pathtoreconciliation #neverforget #residentialschools

We have a fantastic Virtual seminar coming up geared towards women! You will listen to 2 inspiring female speakers discuss financial confidence in the new normal, and fostering hope through the power of resilience. If you are interested in attending online, please DM me as soon as possible for the registration link. You don't want to miss this! #financialadvisor #gaudetgrouppwm #igpwm #privatewealthmanagement #yourmoneyteam #financialplanning #investmentplanning #retirementplanning #financialteam #investorsgrouppwm #wealthplanning #retirementadvice #savingforretirement #thenewnormal #backyardvisits #womenempoweringwomen #financialplanningforwomen #financialadviceforwomen #financialhelpforwomen #financialplanningseminar #womenandfinance #womenhelpingwomen

As a leading wealth management company, IG Wealth Management is focused on helping our clients achieve their financial goals by thinking about the future and by... doing all we can to help shape a brighter tomorrow for all. Learn how we create shared value for our Clients, Employees, Consultants, and Communities in our new Corporate Responsibility report. http://ow.ly/Uevl50B2PPW See more

Very excited to have been able to present this cheque to Connie Martin, President of Brant Artistic Swimming Club today as part of the Covid Support -Answering The Call initiative IG Wealth Management has undertaken. Grass roots sport programs are a key piece of positive mental health for our youth. Our practice has a deep history of providing support to this local club!

Timely advice: getting out of the market when things get bumpy can be a costly long-term strategy. http://ow.ly/YLbK50AZRnR

We are pleased to share that IGM Financial was named as one of the Best 50 Corporate Citizens in Canada by Corporate Knights. Together with the IGM group of companies, IG Wealth Management is invested in shaping a brighter future for tomorrow. http://ow.ly/k3Gt50AhQyT

Through #COVID19 many Canadians are increasingly concerned about long-term care, whether for aging loved ones or our own well-being in retirement. On June 25, ...our expert panel will answer the most important long-term planning questions we should be asking. Register today: http://ow.ly/RMCM50AcPf4 See more

June is #SeniorsMonth and with #COVID19 the long-term health and financial well-being of aging family members and ourselves is top of mind for many. Join us fo...r a live in-depth discussion on Aging and Long-Term Care Planning: What COVID-19 has reminded us. Register here: http://ow.ly/yR0X50A6fv4 See more

Webcast : Join us June 10 for an exclusive opportunity to hear from IG and Shopify on strategies to get your business online or optimize your current eCommerc...e activities. Well round out the session with a Q&A, so bring your questions! #IGAnsweringTheCall http://ow.ly/f6sR50zXgX4 #smallbiz #businessowners See more

An overview of recent market activity and where we go from here. Check out this clip from our Perspectives on Wealth webcast series.

Study finds that the value of advice is far greater than the advisory fee! Quick read...

I am continually proud of the hard work members of our team put in to our community. Congratulations Glenn Gaudet on this contribution that will be providing between 400 and 500 meals!

This year, the CMHA is encouraging Canadians to #GetReal about how they really feel during Mental Health Week. As we continue to practice physical distancing, l...ets not lose sight of the importance of social connection which can have enormous positive effects on our mental and physical health. See more

A few great links provided in this post regarding relief measures and how We as consultants are supporting you through these difficult times!

Whether youre a new or an experienced investor, investing in a diversified multi-asset portfolio removes the guesswork of how to successfully invest over the l...ong term. In many instances, the top-performing asset category changes every year. As well, asset categories that are among the best one year could be among the worst the next, while others can remain somewhat consistent year over year. By diversifying across different asset classes and investment styles, investors can offset risk and increase portfolio returns by balancing exposure in both positive and negative market environments.

Investing for the long term is one of the best strategies for offsetting short term market volatility, participating in stock market growth, and achieving positive results. http://ow.ly/KLB950zauV9

Reduce volatility not returns. In a concentrated portfolio, market volatility can be very pronounced. However, when #investors diversify their holdings and in...vest for the long term, they can offset this volatility without significantly reducing returns, and still participate in #stockmarket growth. See more

At times like these, it's important to remember that many of the strongest returns in the markets occur in the period immediately following a sharp decline #COVID19 #MarketVolatility #Investing

In response to the #COVID19 pandemic the Federal government has extended the tax return filing and payment deadlines. Our infographic includes the latest 2020 tax dates and other important #tax information you need to know. http://ow.ly/Xtry50z9iXq

Reacting to short-term market noise by making dramatic portfolio changes, like moving in and out of the markets, can have a negative impact on achieving your long-term investment goals. Bill Chornous, IG's Senior VP of Investment Strategy explains. #COVID19 #MarketVolatility #Investing

We are working harder than ever during these times. Dont be afraid to reach out to a member of our team to help you answer your questions!

CERB, EI Or Wage Subsidy? What COVID-19 Financial Assistance Do You Qualify For? http://ow.ly/WBMP30quCmx Via Huffington Post Canada

Although it is a challenging time for public health, it is an opportune time for making key investment decisions which could redefine your financial situation in the future. Do you have investments questions? PM your questions and our team will get back to you!

Our team is working harder than ever during this closure! The Gaudet Private Wealth team have all set up home office spaces, we meet regularly by video as a team, coordinate conference calls with everyone in the Brantford Ancaster region, and are booking telephone meetings regularly with clients. If you need to speak with us make sure to drop us an email or leave us a voice mail as we are returning all inquiries!

IG Wealth Management, along with our partners at @MackenzieInvest, @canadalifeco, & Power Corporation are donating $1 Million to address #COVID19 challenges in Canadian communities, including organizations like @FoodBanksCanada. Be safe Canada. http://ow.ly/ZiIj50yUzdM

Feeling a little uneasy about the markets these days? Take a few minutes view of these video clips from IG Wealth Management! It is important to stay connected to your advisor during these times!

What you need to know about coronavirus market activity, featuring Bill Chornous, IG's Senior VP of Investment Strategy.