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IG Wealth Management | May 1, 2025

How to protect your privacy while using AI

While it can be tempting to reveal all when using AI tools, it’s important to keep your personal and financial information safe. Here’s how you can do it.
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IG Wealth Management | May 1, 2025

What is estate planning? Hint: it’s a lot more than just making a will

Did you know that over half of Canadians don’t have a will? And that number jumps to 70% for younger Canadians (aged 18-34) and 66% for those aged 35-54. This
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IG Wealth Management | May 1, 2025

Why your company life insurance is probably not enough

Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share
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Contact

Cardiff, Lee & Associates Wealth Management

Leonard Cardiff
Leonard.Cardiff@ig.ca
(250) 859-0993
    

Brad Lee
Brad.Lee@ig.ca
(250) 462-4715
    

IG Wealth Management Inc.
Mutual Fund Division 

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Location

206-300 Riverside Dr,
Penticton, BC V2A 9C9

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

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www.ciro.ca 

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

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