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Lawrence Bailey | Oct 4, 2024

What’s Missing from Your Retirement Planning?

Retirement
Taxes
Wealth
Income
Economy
Thinking about retirement can be stressful for many Canadians. Did you know that almost two-thirds are worried they’ll run out of money in retirement? Plus
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Lawrence Bailey | Sep 13, 2024

Strategies for paying off your mortgage faster

Mortgage
Interest Rate
loans
Paying off their mortgage is a key goal for many Canadian homeowners. And paying down their mortgage faster often becomes a priority, given the financial
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IG Wealth Management | Jan 3, 2024

Your guide to small business tax write-offs

While taxes may be unavoidable, they can be minimized. Thankfully, there are plenty of small business tax write-offs available to help lower your taxable income
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woman-sitting-and-thinking
IG PRIVATE WEALTH MANAGEMENT | Sep 25, 2023

The art of valuing your business: Methods and considerations

When it comes to selling a business, one of the most crucial steps is determining the value of your enterprise.
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Bailey & Associates Wealth Management

Lawrence Bailey
lawrence.bailey@ig.ca

Jessica Moore
jessica.moore@ig.ca


Direct Line: 778-726-1840
Office Reception: 250-338-7811

Investors Group Securities Inc. 

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Location

1599 Cliffe Ave - Unit 22,
Courtenay, BC V9N 2K6

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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