Upcoming local events 

IG Wealth Management Walk for Alzheimer's - Comox Valley 2025
Sunday May 25th, 2025 at 11:00AM PST

The IG Wealth Management Walk for Alzheimer's, presented by Go Auto, returns to communities across British Columbia on Sunday, May 25!
Join the Alzheimer Society of B.C. to show people affected by dementia that they don’t have to walk the journey alone.
You can register as an individual, start a new team or join an existing team.

Location: Marina Park, 130 Port Augusta St., Comox, V9M 3M9
Click Here for more information

 

Past local events

Business Owners Event: Incorporation - Key Considerations & Financial Planning
Tuesday December 3rd, 2024 @ 7:00PM

Engage in an evening filled with knowledge exchange from our experts, alongside fellow business owners, complemented by a delicious tapas menu and wine bar. 

Join Chartered Professional Accountant Jeremy Andersen and Certified Financial Planner Lawrence Bailey at the Old House Resort & Spa on December 3rd at 7:00 PM PST as we explore critical questions regarding incorporation including taxation, budgeting and cash flow management and the unique planning opportunities that come with business ownership. 

32nd Annual Comox Valley Healthcare Foundation Golf Classic
Friday, June 21st 2024 @ 11:30AM

Bailey & Associates Wealth Management will be sponsoring the 32nd Annual Comox Valley Healthcare Foundation Golf Classic at Crown Isle Resort & Golf Community on Friday, June 21st. This event proudly supports local healthcare and has raised close to $850,000 since the first event in the early nineties.

Your registration includes 18 holes of golf with a power cart, lunch, special contests, entertainment and a delicious buffet dinner with prize presentations and a live auction.

Our tournament has a proud history of fun activities throughout the day and this year is no exception! Four hole-in-one contests, a prize wheel, a 50/50 raffle, mini massages, treats at various holes, and more. It is going to be a great day!

Thank you to our generous sponsors and volunteers who are coming together to create an amazing golf event!


Upcoming virtual events

Upcoming events are currently being finalized. Email us at jessica.moore@ig.ca if you'd like to be notified when the next event is open for registration.

 

Past virtual events

2025 Market Outlook webinar

Post-Tariff Market Update with Philip Petursson, Chief Investment Strategist
Tuesday, April 15, 2025
3 pm PT | 4 pm MT | 5 pm CT | 6 pm ET | 7 pm AT | 7:30 pm NL

Trump's tariff announcements have sent shockwaves through global markets. For investors, it's created anxiety, but also opportunities. Join us Tuesday, April 15 for a special, live market update with Philip Petursson, IG's Chief Investment Strategist, where we'll make sense of what's happened, and talk about what's next. Register here ow.ly/9Na030sLvnX.

2025 Market Outlook webinar

Your wishes, your way: how to take control of your legacy
Thursday, March 27, 2025
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Did you know a poorly prepared estate plan could see your biological children cut out of your will? Or that, without proper planning, leaving the family cottage to your kids could leave them with a financial headache?

Don’t miss this on-demand webinar to gain insights into how you can avoid these potential pitfalls and more. Learn how to safeguard your wealth, minimize taxes and ease the burden on your loved ones. Join our host, IG Wealth Management's Dan McPherson and experts from ClearEstate, including co-founder Alex Gauthier, as they discuss real-life case studies, including:

  • Delays and complications caused by naming an executor based abroad.
  • How trying to avoid probate brought about a larger tax bill.
  • Conflicts over a will that arose due to the family avoiding estate conversations.

There will also be a virtual Q&A at the end of the discussion to answer some of your questions. This event will be broadcast in English with French translation available through Interprefy.

2025 Market Outlook webinar

2025 Market Outlook webinar
Thursday, January 16, 2025
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

What kind of impact will the U.S. election results have on the economy? Will interest rates continue to be cut? And are equities likely to see any growth?

Don’t miss this webinar to find out the answers to these questions and more. Join IG Wealth Management’s host Ashish Utarid, Assistant Vice-President of Investment Strategy, and speaker Philip Petursson, Chief Investment Strategist, as they discuss the following five themes for 2025:

  • The global economy.
  • Central bank policies.
  • Fixed income.
  • Equities and valuation.
  • Post-U.S. election impact.

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

Breaking up is hard to do: financial planning through a separation or divorce

Breaking up is hard to do: financial planning through a separation or divorce
Thursday, November 7, 2024
10 am PT | 11 am MT | 12 pm CT | 1 pm ET | 2 pm AT | 2:30 pm NL

Do you know how much a divorce or separation could cost you? And do you know which strategies can help minimize the cost and stress related to a relationship breakdown?

Don’t miss our financial literacy month webinar to find out the answers to these questions and more. Join Melissa Leong and IG Wealth Management's Head of Financial Planning, Christine Van Cauwenberghe and Director of Tax and Estate Planning, Athenea O'Bryan as they discuss:

  • Issues you should consider if you’re going through a separation or divorce.
  • Strategies to help you understand how to protect assets from a possible future relationship breakdown.

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

Please note: the common law and family law rules differ between Canadian jurisdictions. We’ll discuss actionable tips that all Canadians may consider. However, it’s important to get expert legal advice specific to your province or territory, especially if you live in Quebec.