Koch-Mior & Associates Private Wealth Management

Have you ever wondered how the wealthy manage their money? What sets them apart from everyone else?

Read More: https://ow.ly/lNzQ50SJoWE

Celebrating 10 years with IG Private Wealth Management and looking forward to many more years helping our clients and their families achieve their financial goals.

Our Hericanes ❤️🖤

Forever thankful for these ladies.
Happy Thanksgiving everyone!

Did you know that many Canadians are not prepared to pass on or inherit family wealth? How ready is your family?

Transitioning wealth: How ready is your family? Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential fin...

I offer clients complete financial advice - Let’s talk about your options.

Today, there are more than 600,000 people living with dementia in Canada. By 2030, we can expect this number to be close to 1 million. Apart from the emotional and mental health impact, costs for people with dementia are 5.5 times greater than for individuals who have not been diagnosed with the condition.

The seniors, parents and grandparents of our communities often face unique financial challenges that come with age. For those facing the journey with dementia, the need for advice has never been greater.

Join Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management, and Dr. Sarah Main, Research Scientist, Alzheimer Society of Canada, for this interactive webinar.

Happiest 3rd Birthday Mackenzie!

On a special Living Market podcast, Philip discusses the causes and fallout of the Silicon Valley Bank collapse: http://ow.ly/qQLh50NjmfC

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Thankful for all the fantastic women on my team and in my life.

Get more investment performance with IG Private Wealth Management, Koch Mior & Associates. Visit our website in our bio to learn more.

Happy family day from our family to yours!

Happy Valentine’s Day to the amazing woman who has been by my side for the last 13 years and to my three beautiful mini-valentines who steal my heart a little more every day!

Happy to be a part of an organization that does so much good for our community.

Last but not least; RRSP Tip # 10!

However, there may be instances when you would want to name your estate as the beneficiary of your RRSP. By naming your estate and granting executors the authority to make tax-deferred rollovers, you may be able to reduce taxes payable on other assets. Incorporating your RRSP into your estate plan can be a complicated process.

Contact me to book an appointment to learn more about how to plan for retirement.

What to expect:
🔹 Introduction to our team
🔹 Discussion of your financial goals
🔹 Review of your current financial picture
🔹 Collection of information for the creation of your comprehensive plan that will be presented at our follow-up appointment

The first appointment serves primarily as a conversation to discover if furthering our relationship would be mutually beneficial. There is no cost or obligation and I am happy to meet you virtually, at our Uptown Waterloo office, or at a location convenient for you.

Visit our website and click “get in touch” to take the next step towards furthering your financial wellbeing.

RRSP Tip # 9
Contact me to book an appointment to learn more about how to plan for retirement.

This week on The Living Market, Philip considers the factors that will affect the value of the Canadian dollar: ow.ly/hqAz104t0me. Subscribe, rate and review now.

RRSP Tip # 8
Contact me to book an appointment to learn more about how to plan for retirement.

Less than two weeks away! DM to sign up for this free virtual food & wine event!

RRSP Tip # 7
Special circumstances can help you access your RRSP without these consequences. The Home Buyers’ Plan and the Lifelong Learning Plan allow tax-free withdrawals with the ability to re-contribute. However, even in these plans, there is no ability to replace the tax-deferred growth on your investments that was lost. It is more tax-effective to make a withdrawal from a TFSA, as no tax applies and you can re-contribute the withdrawal amount in a future year.

Contact me to book an appointment to learn more about how to plan for retirement.

RRSP Tip # 6
Contact me to book an appointment to learn more about how to plan for retirement.

RRSP Tip # 5
Contact me to book an appointment to learn more about how to plan for retirement.

RRSP Tip # 4
Contact me to book an appointment to learn more about how to plan for retirement.

Featuring our unofficial team mascot Finley the Westie

https://www.kochmiorprivatewealth.ca

RRSP Tip # 3
Contact me to book an appointment to learn more about how to plan for retirement.

Join us on February 9th for this culinary and wine pairing adventure; as we feature two of Canada’s best. We present to you top Chef Lynn Crawford and top Okanagan winery, Mission Hill Family Estate.

Broadcasting live from her home kitchen in Ontario, Chef Crawford will demonstrate a cook-along recipe and one of her signature dishes which will prove to be a fan favorite.

You will then travel to Mission Hill Family Estate, Kelowna, where General Manager, Graham Nordin, shares his diverse & extensive experience working in the wine industry in Canada.

Direct message me for more information and your exclusive registration link!