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URL: https://event.on24.com/wcc/r/4334001/6DEBBB8BAB7F0BD6547C4FD1C30EEC74?partnerref=ROFirstNameLastName
Submission: On November 02 via manual from CA — Scanned from CA

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Text Content

OVERVIEW

Title: Strategies to protect your financial future

Date: Thursday, November 09, 2023

Time: 1:00 PM Central Standard Time

Duration: 1 hour

Register Now
Already Registered?
First Name*
Last Name*
Email*
Postal Code*
Advisor Name or N/A*
Do you have any questions for Mike or Christine?
Express Consent: By providing my telephone number and/or email address below, I
CONSENT to IG Wealth Management using this information to contact me for
marketing purposes. I can withdraw my consent at any time by following the
unsubscribe instructions in any marketing emails I receive from IG Wealth
Management.





Email for Newsletter*
Domain Value*

*Denotes required.

REGISTER

Please enable Cookies in your browser before registering for the webcast.

Summary

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.

Join IG’s Head of Financial Planning Christine Van Cauwenberghe; our host, and
personal finance expert, Melissa Leong; and IG's Vice President Insurance
Distribution, Mike Thomas for this informative webinar.

Webinar topics include:

 * The importance of estate planning as part of a comprehensive financial plan
 * How insurance can help to protect your loved ones
 * How to maximize the after-tax value of your estate

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

 

 


Speakers
Melissa Leong
Personal Finance Expert | National Media Personality | Bestselling Author



Melissa Leong is one of Canada’s best-loved authorities on personal finance.
She’s currently the resident money expert on CTV’s The Social, Canada’s leading
daytime talk show.

A bestselling author, Melissa wrote the award-winning, feel-good finance guide
Happy Go Money. She also spent almost two decades working as a newspaper
journalist — interviewing thousands of people — and most recently covered
personal finance for the Financial Post.

Christine Van Cauwenberghe
Head of Financial Planning
IG Wealth Management


Christine joined IG in 2001 as Director, Tax and Estate Planning after
practicing tax and corporate law at Thompson Dorfman Sweatman in Winnipeg for
seven years. She advanced to the Assistant Vice-President role in 2012 and
became Vice-President, Tax & Estate Planning in 2015. Christine holds a Bachelor
of Commerce degree and a Bachelor of Laws degree from the University of
Manitoba. She is also a Certified Financial Planner and Registered Retirement
Consultant and holds the TEP designation from the Society of Trust and Estate
Practitioners.

Christine is the author of Wealth Planning Strategies for Canadians, which is
published annually by Thomson Carswell.

Mike Thomas, CFA, CLU, CFP, TEP
Vice-President, Insurance Distribution
IG Wealth Management


Mike started at London Life in 1992 as an advisor before joining Investors Group
in 1995 as an Insurance Manager. He was appointed to be one of two original
Senior Insurance Managers in 2008.

In September 2011, Mike was appointed to the role of Vice President, Insurance
Distribution for Investors Group and is responsible for the Insurance and Estate
Planning Specialist Network across the country.

Mike is a graduate of the University of Toronto and has a Bachelor of Commerce
degree. He has completed numerous industry designations including the Chartered
Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Life
Underwriter (CLU), Trust and Estate Practitioner (TEP).