Episode 7: State of Canadian Wealth Management

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In this exciting interview, Regan is joined by Herp Lamba the Senior Vice-President of Talent Acquisition at IG Wealth Management as they discuss the Wealth Management industry in Canada, what to look for in a financial advisor and the differences between a Retirement Projection and a Retirement Plan.

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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. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.

Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html.

Music courtesy of LesFM: https://lesfm.net.