Tara Brooks CFP, RRC - IG Private Wealth Management

Tara Brooks CFP, RRC - IG Private Wealth Management

I am a Certified Financial Planner at IG Private Wealth Management in Brandon, MB helping Canadians feel confident in their retirement and estate plans.

07/16/2024

How discovering a deeper, more authentic you could make a significant difference during your retirement years.
Learn More: https://www.ig.ca/en/insights/the-key-to-a-happy-retirement-finding-yourself

04/17/2024

The Canadian government presented the 2024 federal budget on April 16, and it contains several proposals of interest to Canadians. Here are the highlights of the budget proposals.

03/27/2024
03/08/2024

Dr. Hayley Wickenheiser is considered one of the best female hockey players in the world. Seven world championships, six Olympic appearances, five Olympic medals — she is a titan of sport and a leader both on and off the ice. Today, Wickenheiser is the assistant general manager of player development for the Toronto Maple Leafs as well as a community leader, medical doctor, and businesswoman who inspires audiences to give their best in everything they do.
https://event.on24.com/wcc/r/4486796/D82F9B4EA4A5379F02FF8AD9DFB998FB

03/06/2024

According to the Canada Revenue Agency, during the 2023 tax-filing season approximately 18.4 million Canadians received tax refunds, with a total value of $41.7 billion.

Join H**p Lamba, Senior Vice President, Head of Business Development and Craig McIntyre, Director Tax & Estate Planning, Advanced Financial Planning as they discuss tax advice that could help optimize your income tax return with Revenue Canada.
https://event.on24.com/wcc/r/4489054/D228152347D08F48DAF0CAD8440C2598?partnerref=RO53TaraBrooks

02/16/2024

There’s still time to sign up for our upcoming business retirement webinar. Join moderator, journalist Amanda Lang and AVP Tax & Estate Planning Aurèle Courcelles on Thursday February 22, 2024 at 1 p.m. ET as they talk about how to navigate the complexities of exiting a business. Register here: https://ow.ly/YaBE50QtlTQ

02/12/2024

Every year you feel the impact of paying up to 42-45% of your income to taxes. You deserve help. We’re sharing tips and strategies you can apply to your tax return that can help you be as tax-efficient as possible, helping you in the long-run.
https://event.on24.com/wcc/r/4489054/D228152347D08F48DAF0CAD8440C2598?partnerref=RO53TaraBrooks

01/01/2024

Wishing you a happy and healthy 2024, full of opportunities to embrace more of life’s possibilities. Happy New Year!

12/25/2023

Wishing you all the hope, wonder and joy that the season can bring. Merry Christmas!

11/23/2023

Register today for our 2024 Market Outlook, featuring Chief Investment Strategist, Philip Petursson - Heading into recession or recovery: why not both? https://event.on24.com/wcc/r/4333261/538F503345D386FE1EAA76815F7D36A6

11/22/2023

Happy holidays! Register https://ow.ly/B71P50Q5Bv3 and join us for an interactive event with Canada’s baking sweetheart, Anna Olson. Watch, bake along, and ask questions as she makes savoury and sweet festive recipes on Dec. 8th at 7 p.m. ET.

11/09/2023

Register today for our 2024 Market Outlook, featuring Chief Investment Strategist Philip Petursson - Heading into recession or recovery: why not both? https://ow.ly/rFwW50Q5Aty

Understanding the real returns from “safe” investments 10/31/2023

Many investors like to fill the bulk of their portfolio with so-called “safe” investments, often for a variety of reasons. They may have an innate distrust or fear of the markets; their key goal is to maintain their savings’ value; they’re in or about to enter retirement and don’t want to risk losing any of their savings; or recent market volatility has spooked them. You need to understand your "real return".

Understanding the real returns from “safe” investments Many investors put the bulk of their money in so-called safe investments, not realizing that they risk losing its value. Here’s how to avoid that risk.

10/27/2023

Dropping November 9 @ 1pm, send me a message to get registered!

With the right financial strategies, you can take comfort in knowing that your home, your hard-earned savings and the lifestyle you enjoy won’t be at risk.

10/05/2023
Home ownership types: what you need to know before you buy 08/31/2023

Home ownership types: what you need to know before you buy The real estate market can be intimidating for new buyers and as you search for properties, you’ll certainly encounter unfamiliar terminology associated with the types of ownership in real estate.

06/15/2023
05/26/2023

A Wealth of Women’s Stories podcast, hosted by Manjit Minhas (learn more at ig.ca/women) returns with a new episode about financial planning with guest Christine Van Cauwenberghe. Available NOW on your favourite podcast streaming app.

03/17/2023

On a special Living Market podcast, Philip discusses the causes and fallout of the Silicon Valley Bank collapse: http://ow.ly/Th1i50NhlB9
Subscribe, rate and review now.

Timeline photos 03/01/2023

IG Wealth Management is proud to support Canada’s agriculture sector with advice that’s tailored to its unique business needs. Join our expert panel as they discuss how to set your agricultural business up for future success on Thursday, March 9th, 2023. Register here: http://ow.ly/whYC50MucqF

02/02/2023

At IG Wealth Management we’ll put your money to work (with higher interest) and help support you through this time of volatility, inflation and uncertainty with real advice you can use to grow your wealth. Talk to me today about strategies to grow your money.

Timeline photos 01/25/2023

Read our Q4 2022 Review and the causes for optimism ahead in 2023: http://ow.ly/vG3C50My4iO

Timeline photos 01/16/2023

Topical and timely. Join our Chief Investment Strategist, Philip Petursson, as he shares his 2023 market outlook, hosted by award-winning business journalist, Amanda Lang. Thursday, January 19, 2023
http://ow.ly/iVXP50MmLKC

01/01/2023

Wishing you a happy and healthy 2023, full of opportunities to embrace more of life’s possibilities. Happy New Year!

12/25/2022

Wishing you all the hope, wonder and joy that the season can bring. Merry Christmas! 🎄

2023 Outlook: Navigating the peaks and troughs 12/08/2022

Looking ahead to 2023, we’re feeling more optimistic towards both the equity and fixed income markets (we’re confident they’ll soon come out of their troughs). At the same time however, the probability of an economic recession in Canada and the United States is more likely. We also expect to see peaks in inflation, interest rates and economic activity.

2023 Outlook: Navigating the peaks and troughs 2023 Outlook: Navigating the peaks and troughs By IG WEALTH MANAGEMENT / December 2022 Looking ahead to 2023, we’re feeling more optimistic towards both the equity and fixed income markets (we’re confident they’ll soon come out of their troughs). At the same time however, the probability of an...

Timeline photos 12/02/2022

On the Living Market podcast this week, Philip looks at the most important factors impacting where the oil sector is heading. Subscribe, rate and review now. http://ow.ly/h0f150LNSIa

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857/18th Street/Unit A
Brandon, MB
R7A5B8

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