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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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Lawrence Bailey | Aug 19, 2024

Understanding different sources of investment income

Tax Strategies
Investments
Income
Wealth
Wealth
Many Canadians rely on their investments to provide them with income, especially when they’re retired. However, it’s important to know that there are several
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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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Contact

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 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.

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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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