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✓ Opportunities to reduce impact of tax
✓ Ways to optimize your retirement income
✓ New investment strategies
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Retirement planning with IG
With tax-wise planning and exclusive investment solutions, IG Wealth Management Advisors build long-term relationships and help clients make the most of their retirement.
Helping you reach your full financial potential
Join IGWM Promotion (the “Promotion”):
Investors Group Financial Services Inc. (“IGFS”) and Investors Group Securities Inc. (“IGSI”), together IGWM, are offering $1,000 CAD to join IGWM, subject to the satisfaction of the Terms and Conditions set forth.
If you: (1) satisfy the Eligibility Criteria, (2) open a Qualified Account (as defined below) at IGWM within the Promotion Period, (3) complete the Qualifying Actions (as defined below) within the required timeline, and (4) satisfy the Terms and Conditions below, you will be eligible to receive $1,000 CAD. This amount will be deposited into the IGWM Qualified Account within 30 days of the completion of the Qualifying Actions.
Promotion Period:
The Promotion is available to eligible individuals who open a Qualified Account at IGWM between September 23, 2024 at 12:01am EST and December 1, 2024 at 4pm EST (the “Promotion Period”), and complete certain Qualifying Actions below.
Terms and Conditions:
- Qualifying Actions:
- A Qualified Account must be opened within the Promotion Period and remain open and in ‘good standing’ on December 31, 2024, at 4pm EST.
- You must meet with an IGWM Advisor and complete an IG Living Plan by December 31, 2024, at 4pm EST.
- Qualified Accounts:
- Only new, non-registered, personal accounts at IGFS or IGSI are eligible for the Promotion;
- Corporate accounts and registered accounts, including RRSP, RIF, TFSA, LIRA, LRSP, RLSP, LIF, LRIF, PRIF, RLIF, IPP are not eligible for the Promotion, but may be opened separately and apart from the Promotion;
- New accounts must meet regulatory account opening requirements of IGSI or IGFS, as applicable.
- Only new, non-registered, personal accounts at IGFS or IGSI are eligible for the Promotion;
- Eligibility Criteria
The Promotion is only available to:- Individuals who are new clients of IGWM (i.e. do not currently have any accounts at IGWM);
- Individuals who are legal residents of Canada;
- Individuals who are the age of majority, or older, in your province/territory of residence at the time of participation;
- IGWM Advisors and employees of IGWM are not eligible to participate.
- General Terms:
- There may be tax implications to the Promotion. No tax receipt will be issued for the Promotion. You are solely responsible for any tax consequences arising from or in connection with the Promotion. If you require tax advice, please contact your personal tax advisor.
- The Promotion is non-transferable, non-saleable. It cannot be applied retroactively. Limit 1 Promotion per individual.
- IGWM reserves the right to amend, withdraw or restrict the Promotion at any time without notice. IGWM is the sole arbiter of these rules and any other issue arising under the Promotion. IGWM reserves the right to exclude any individuals from participating in the Promotion if IGWM suspects fraudulent or abusive behaviour, or gaming of the system.
- This Promotion will be limited to the first 200 individuals who satisfy the Terms and Conditions.
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.
Written and published by IG Wealth Management as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice.