Upcoming local events 
 

đź—“ No Local Events at This Time

We're currently taking a breather, but exciting things are on the horizon. Check back soon for upcoming events in your area!

 

 

Past local events
 

 
IG Wealth Management Walk for Alzheimer's - Comox Valley 2025
Sunday May 25th, 2025 at 11:00AM PST

The IG Wealth Management Walk for Alzheimer's, presented by Go Auto, returns to communities across British Columbia on Sunday, May 25!
Join the Alzheimer Society of B.C. to show people affected by dementia that they don’t have to walk the journey alone.
You can register as an individual, start a new team or join an existing team.

Location: Marina Park, 130 Port Augusta St., Comox, V9M 3M9
 

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 Lawrence 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. 

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!


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.

Philanthropy webinar

Strategic Philanthropy: Amplify Impact, Minimize Taxes
Thursday, November 13, 2025
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Make giving part of your plan.

For many high-net-worth investors, charitable giving plays an important role in their overall financial plan.

Join IG Wealth Management’s host Christine Van Cauwenberghe, Head of Financial Planning, and speakers Craig Hughes, Director Tax & Estate Planning, and Kevin Dopko, Asst. Vice-President, Private Wealth Management for a dynamic and insightful discussion on how to enhance the impact of your charitable giving while optimizing tax efficiency. This session will explore:

  • Understanding Charitable Giving
  • Giving options
  • Key tax considerations
  • Real world case studies

At the end of the discussion, there will be a virtual Q&A session.

REGISTER NOW

 

Past virtual events

Estate planning and settlement webinar

Estate planning and settlement webinar (webinar replay): Your wishes, your way: how to take control of your legacy
Tuesday, October 21, 2025
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without proper planning, leaving the family cottage to your kids could leave them with a financial headache?

If you missed this March 2025 webinar or are newly exploring estate planning as part of your financial plan, then this event it for you. Join us for this webinar replay to gain insights into how you can avoid these potential pitfalls and more. Learn how to safeguard your wealth, minimize taxes and ease the burden on your loved ones. Host IG Wealth Management's Dan McPherson and experts from ClearEstate, including co-founder Alex Gauthier, discuss real-life case studies, including:

  • Delays and complications caused by naming an executor based abroad.
  • How trying to avoid probate brought about a larger tax bill.
  • Conflicts over a will that arose due to the family avoiding estate conversations.

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

Don’t overthink it: the fall financial playbook

Don’t overthink it: the fall financial playbook
Thursday, September 4, 2025
3:30 pm PT | 4:30 pm MT | 5:30 pm CT | 6:30 pm ET | 7:30 pm AT | 8 pm NL

Don’t miss this webinar to find out the answers to these questions and more. Join IG Wealth Management’s host, Ashish Utarid, Assistant Vice-President of Investment Strategy, and speaker Philip Petursson, Chief Investment Strategist, as they discuss the following themes from their fall financial playbook:

  • Seasonal themes heading into the fall.
  • Key drivers of market volatility.
  • Positioning portfolios versus predicting markets.

At the end of the discussion, there’ll be a virtual Q&A session.

Strategy over stress: expert mortgage and housing insights for uncertain times

Strategy over stress: expert mortgage and housing insights for uncertain times
Thursday, June 5, 2025
3 pm PT | 4 pm MT | 5 pm CT | 6 pm ET | 7 pm AT | 7:30 pm NL

During times of uncertainty, it’s more important than ever to get the right mortgage that fits in with your financial plan. Join IG’s Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa as they discuss the current housing market and what to consider when renewing your mortgage, buying a second property or helping your kids buy their first home.

2025 Market Outlook webinar

Post-Tariff Market Update with Philip Petursson, Chief Investment Strategist
Tuesday, April 15, 2025
3 pm PT | 4 pm MT | 5 pm CT | 6 pm ET | 7 pm AT | 7:30 pm NL

Trump's tariff announcements have sent shockwaves through global markets. For investors, it's created anxiety, but also opportunities. Join us Tuesday, April 15 for a special, live market update with Philip Petursson, IG's Chief Investment Strategist, where we'll make sense of what's happened, and talk about what's next.