Upcoming Local Events 


We are thrilled to host and sponsor a number of local events within the Comox Valley. If you're interested in attending, send us an email at jessica.moore@ig.ca.

Business Owners Event: Incorporation - Key Considerations & Financial Planning
Tuesday December 3rd, 2024 @ 7:00PM

Engage in an evening filled with knowledge exchange from our experts, alongside fellow business owners, complemented by a delicious tapas menu and wine bar.

 

Join Chartered Professional Accountant Jeremy Andersen and Certified Financial Planner Larence Bailey at the Old House Resort & Spa on December 3rd at 7:00 PM PST as we explore critical questions regarding incorporation including taxation, budgeting and cash flow management and the unique planning opportunities that come with business ownership.

 

RSVP by clicking the link below to reserve a seat for you and a guest.

Register Now

Visit our Eventbrite page to learn more

 

 

                                                                                                                                                      Past Local Events 

 

32nd Annual Comox Valley Healthcare Foundation Golf Classic
Friday, June 21st 2024 @ 11:30AM

Bailey & Associates Wealth Management will be sponsoring the 32nd Annual Comox Valley Healthcare Foundation Golf Classic at Crown Isle Resort & Golf Community on Friday, June 21st. This event proudly supports local healthcare and has raised close to $850,000 since the first event in the early nineties.

Your registration includes 18 holes of golf with a power cart, lunch, special contests, entertainment and a delicious buffet dinner with prize presentations and a live auction.

Our tournament has a proud history of fun activities throughout the day and this year is no exception! Four hole-in-one contests, a prize wheel, a 50/50 raffle, mini massages, treats at various holes, and more. It is going to be a great day!

Thank you to our generous sponsors and volunteers who are coming together to create an amazing golf event! Register by June 9th to ensure you get a spot.

Email us at jessica.moore@ig.ca to register or click the link below.


Register Now

 

Upcoming Virtual Events


Throughout the year, we host a variety of virtual events at no cost to you. If you're interested in attending any of the events below, send us an email at jessica.moore@ig.ca and let us know which one.

 

Back to school: are we at an economic fork in the road?

Back to school: are we at an economic fork in the road?
Thursday, September 12, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Is now the time to take profits and rebalance your portfolio? How are the current trends in the economy impacting your financial plan?

Don’t miss this webinar to find out the answers to these questions and more. Join host Jacqueline Hansen and IG Wealth Management's Chief Investment Strategist, Philip Petursson as they discuss:

  • Shifting consumer behaviour.
  • The U.S. elections and their potential impact.
  • The burden of high interest rates over a long period.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.Une période virtuelle de questions est prévue à la fin de la discussion. Nous répondrons à quelques-unes de vos questions.



Past Virtual Events

2024 mid-year market update

2024 mid-year market update: Resilient global economy calms recession concerns
Thursday, June 13, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Are you wondering if the expected soft landing will ease inflation and reduce the chances of a recession? Or how the current trends in the economy are impacting your financial plan?
Don’t miss this webinar to find out the answers to these questions and more.

Join IG Wealth Management's Ashish Utarid, Philip Petursson, and Aurèle Courcelles as they discuss:

• How could the proposed capital gain inclusion rate increase affect your financial plan?
• Divergence: economic growth, central bank rates and currency.
• A soft landing: where are we in the economic cycle?
• Commodities and the opportunity they offer for Canada.

There will also be a virtual Q&A session at the end of the discussion to answer some of your questions.

Webinar replay — Phyllis' dementia story: I am still me

Webinar replay — Phyllis' dementia story: I am still me
Thursday, June 6, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

In this webinar replay, join passionate Alzheimer and dementia advocate, Phyllis Fehr as she shares her journey with IG Wealth Management’s Vas Pachapurkar and Christine Van Cauwenberghe. They discuss Phyllis’s refusal to bow down to dementia and ways to cope with and proactively plan for a dementia diagnosis. Phyllis also shares how dementia impacted her family members.

This session covers:

•    Recognizing the early stages and symptoms of dementia.
•    Why advocacy is so important: “I am still me”.
•    Financial planning to support living with dementia and maintaining levels of independence.

There will also be a live virtual Q&A to answer some of your questions.

 

A mortgage strategy: why it matters in the time of rising rates.

A mortgage strategy: why it matters in the time of rising rates
Thursday, April 11, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

With interest rates now roughly twice as high as they were five years ago, how will the significant increase in mortgage costs impact your lifestyle, savings and future goals?

And, perhaps more importantly, what can you do about it?

Join Shauna Clarke, Vice President, Mortgages and Banking Solutions and Ashish Utarid, Assistant Vice President, Investment Strategy as they talk about the benefits of a mortgage strategy built around you and how to integrate it into your overall financial plan.

This session will cover:
•    Housing market economic outlook
•    What is the impact if your mortgage is coming up for renewal in the next two years?
•    Why integrating your mortgage strategy matters from a financial planning perspective.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions.

Tax Refunds: Why it’s better not to get one

Tax Refunds: Why it’s better not to get one
Wednesday, March 7, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Join Herp 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.

This session will cover:
- Tax refunds, and why it’s BETTER not to receive one
- The differences between a tax deduction and tax credit
- How to reduce your income tax deductions at source
- What should you do with the extra dollars in your monthly income

There will also be a virtual Q&A at the end of the discussion.