Events and Seminars | Eby, Browne & Associates Private Wealth Management

Upcoming virtual events

Throughout the year, we host a variety of virtual events at no cost to you. If you're interested in attending any of the events below, send us an email at montana.browne@igpwm.ca and let us know which one.

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.

Past virtual events

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.

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.

As a business owner, you may have a hard time imagining how your company would operate without you. Learn how to give your business the flexibility you need should you be unable to lead it.

Don’t miss this valuable webinar to find out the answers to crucial risk management questions about how to protect your business. Join Melissa Leong and IG Wealth Management's Sheryl Troup, Assistant Vice President of Tax and Estate Planning, and Scott Woodburn, Assistant Vice President of Estate and Insurance Solutions, as they discuss:

• Why business owners need protection.
• Risk management solutions and tax efficient ways to implement them in your business.
• Corporate estate and business succession planning.

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

What impact will high mortgage rates have on your financial plan? And what can you do about it?
Don’t miss this webinar to find out the answers to these questions and more. Join Melissa Leong and IG Wealth Management's Vice President of Mortgage and Banking Solutions, Shauna Clarke and Assistant Vice President of Investment Strategy, Ashish Utarid as they discuss:

• The economic outlook, as it relates to mortgages.
• The burden of high interest rates over a long period.
• How integrating your mortgage strategy into your financial plan will help you accomplish your short- and long-term goals.

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

Is now the time to take profits and rebalance your portfolio? How are the current trends in the economy impacting your financial plan?

Don’t miss this webinar to find out the answers to these questions and more. Join host Jacqueline Hansen and IG Wealth Management's Chief Investment Strategist, Philip Petursson as they discuss:

• Shifting consumer behaviour.
• The U.S. elections and their potential impact.
• The burden of high interest rates over a long period.

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