Devon Lowe

The latest Bloomberg Nanos Canadian Confidence Index reveals a shift in consumer sentiment, particularly about real estate. Despite broader economic concerns, optimism is growing around housing values. This article offers insights worth your attention.

Canadian Housing Sentiment Rises | Canadian Real Estate Wealth Canadian consumer confidence was marginally positive as of May 30, 2025, driven by rising optimism about real estate values, even as broader economic outlooks remain cautious.

A good advisor talks.

A great one listens.

Ask yourself:

- Does your advisor ask about your goals, or just your portfolio?
- Do they connect your investments to tax, estate and retirement planning?
- Do you feel like you’re truly being heard?

If not, it might be time to expect more from your advice.

Message me for a second opinion. No pressure, just perspective.

Will your wealth get shared exactly as you’d hoped? Giving to the people and causes you care about requires proper preparation. Speak to us about essential estate planning and charitable giving considerations, and see how prepared you are here: https://ow.ly/Sw2050WahML

Christine Van Cauwenberghe, Head of Financial Planning, IG Wealth Management highlighted the importance of estate planning, revealing that over half of Canadians lack an estate plan despite the country facing its largest intergenerational wealth transfer and emphasized the importance of early preparation, citing insights from the 2025 IG Wealth Management Estate Planning Study. Read the full article: https://ow.ly/8Boi30sNgbn

The financial impacts of having a disability, both short and long term, affect both the person with the disability and their caregivers. Yet many families don’t have the right financial plan in place. We can help you make the most of an RDSP (Registered Disability Savings Plan) and other government programs, while putting a comprehensive financial plan in place that considers your full family picture. Email me for help today at [email protected]

During times of uncertainty, it’s more important than ever to get the right mortgage that fits in with your financial plan. Join IG’s Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa as they discuss the current housing market and what to consider when renewing your mortgage, buying a second property or helping your kids buy their first home.

Reserve your spot today. https://ow.ly/MNcI50W3GKW

During times of uncertainty, it’s more important than ever to get the right mortgage that fits in with your financial plan. Join IG’s Shauna Clarke and leading housing market expert Tania Bourassa-Ochoa as they discuss the current housing market and what to consider when renewing your mortgage, buying a second property or helping your kids buy their first home.

Reserve your spot today. https://ow.ly/lAgB30sMox4

The tax deadline is approaching!

📌 April 30: Deadline for employees to file their 2024 tax returns
📌 June 16: Deadline for self-employed individuals

Now’s the time to get your documents in order. Here’s a quick checklist to keep you on track:
✅ T4 slip for employment income
✅ T4RSP or T4RIF for retirement account income
✅ T3, T5, T4A, or T5008 slips for other investment income
✅ RRSP contribution receipts
✅ Charitable contribution receipts
✅ Carrying charges, interest, medical and other expenses

Tariff reversals made for a tumultuous week. Read our commentary to get our insights on this week’s markets. https://ow.ly/mqUZ30sLE6z

Are markets turning around? Host Kris McCusker of The Big Story podcast speaks with Philip Petursson, Chief Investment Strategist at IG Wealth Management, about the signs of a potential market recovery. Listen now: https://ow.ly/aOBu30sLxMB