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You’ve made a great step towards reaching your full financial potential.

We’ll be in touch within one business day for a quick, no-obligation call.



Tax refunds – why it’s better not to get one

Many people don’t get the right advice to make tax-wise decisions. Getting a large tax refund can be considered inefficient tax planning. Every month, you pay more tax than you need to, and that money sits in the CRA’s coffers, making the government interest, instead of contributing towards your financial plan. Get these actionable insights: 

  • How to reduce payroll deducations
  • Link to the government of Canada form to use
  • What to do with the extra money in your pocket
Read more

IG advisors have access to tax experts.

We’re happy to share some tax-wise resources to help get you started: 

Tax and estate planning for business owners

Get insights to help with protecting your assets and the value of your business, running your business profitably, and maximizing your wealth potential. Covers topics including income splitting, succession planning, and estate freezes

Learn more

Webinar: Are you better off without?

Learn why getting a tax refund can actually work against your financial goals. Covers topics including benefits of not getting a refund, opportunities to reduce tax on each paycheque, and what to do instead. 

Watch webinar

Income tax calculator

Calculate your estimated taxes, and understand how your average and marginal tax rates change as your income changes. 

Learn more

See what the IG difference can do for you

Don’t settle for an advisor who just recommends an investment portfolio. With tax-wise planning and exclusive investment solutions, here’s why having a comprehensive retirement plan with IG can help you make the most of life’s possibilities.

Strong relationships

Your IG Advisor will take time to get to know you and your whole financial picture, including taxes, your mortgage, insurance and risk.

Strategies and opportunities

As you go through the planning process, your IG Advisor will explore retirement strategies that many investors miss.

Keep as much of what you earn as possible

By helping you consider the impact of tax on financial decisions and retirement planning, IG Advisors help clients keep as much of their hard-earned money in their own pocket as possible.

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.

Written and published by IG Wealth Management as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice.


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