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IG Wealth Management, Justin Poirier, CPA, CMA, MBA

IG Wealth Management, Justin Poirier, CPA, CMA, MBA

Justin-Poirier-web-logo-Nov-2024-1.webpJustin Poirier web logo Nov 2024 1
Financial Services
Burlington
Ontario
Phone Email Website

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IG Wealth Management, Justin Poirier, CPA, CMA, MBA

Feel confident about your financial plan. Contact Justin today to find out how.

Financial Planners, Financial Services, Insurance, Life and Health Insurance, Mortgages, and Tax Consultants

Contact: Justin Poirier, CPA, CMA, MBA

1-888-467-8844 Email https://successplanning.ca/ Serving from Burlington, Ontario
Profile Description:

AREAS OF FOCUS: • Retirement • Financial Planning • Investments • Tax • Insurance Planning • Group Benefits • Mortgage Planning • Estate Planning • Charitable Giving

When you have questions about your financial planning, we’re here to help. Call us and ask us what has been on your mind:

FOR INDIVIDUALS
• Could I afford to retire 5 years early?
• What account should I draw from first during retirement to maximize tax efficiency?
• When is it best to begin CPP and OAS payments and what clawbacks could I be subject to?

FOR BUSINESS OWNERS
• How do I best exit my company when it’s time to retire?
• Are there tax strategies being left on the table?
• Should I invest personally or within my corporation?

FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?
• How do I plan for the unexpected?

Feel confident about your financial plan. Find out what 360-degree financial planning looks like for you. Connect with us at: www.SuccessPlanning.ca

Connect with us on social media:

 http://www.facebook.com/JustinPoirierIGWealthManagement/

 http://www.instagram.com/justinigwealth/

Website Email 1-888-467-8844Phone 905-808-4000Cell Facebook Instagram
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