John Bender - IG Wealth Management

John Bender - IG Wealth Management John Bender is a Certified Financial Planner professional at IG Wealth Management. Sit down with clients and go over the six disciplines of financial planning.

Help clients achieve their financial objectives by helping them put in place a comprehensive financial plan that is tax efficient, and reliable. IG Wealth Management Inc. Mutual Fund Division.”

Investment Planning - Structure investments to reflect risk profile, regularly rebalance portfolios, set up tax efficiency both now and in retirement. Cash Management - Make sure clients are aware of spend

ing habits as well as opportunities of what to do with excess cash flow. Risk Management - Assess clients insurance needs Prepare for the worst, and hope for the best. Make sure a disability or critical illness doesn't devastate their financial plan and delay retirement, or force clients to liquidate assets, as well as make sure they have enough life insurance to protect their loved ones should something unexpected occur. Tax planning - A lot of clients don't know that the biggest expense they have in life is taxes. If you are at a marginal tax rate of 30%+ there's huge opportunities to recover income tax dollars and keep more money in your pocket! Retirement Planning - When is the expected date of retirement, and how do you plan on getting there? Setting a goal and working towards it is the only way to achieve it. Show me your goals, I show you strategies to get there. Estate Planning - Make sure that your wishes are being met, whatever they may be. These six disciplines will help me set up a holistic financial plan for clients.

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Shared ownership of second homes can lead to family disputes. Establishing ground rules can avoid potential for conflict.

08/31/2026

Fire and flood evacuations can trigger unexpected financial costs. Here’s what homeowners should know about insurance, repairs, and emergency expenses.

08/27/2026

Ottawa’s decision to walk away was defensible if the proposed agreement would have left Canada worse off than its alternatives. But walking away is costly, particularly for an economy so dependent on the U.S. market.

08/21/2026

Financial literacy can give your career an edge. Learn how understanding business finances can boost confidence, strengthen negotiations, and open doors.

08/20/2026

The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio per year, and your money should last you through retirement. But what does that look like in practice?

08/18/2026

Rates affect refinance applications in multiple ways, and they don't all point in the same direction.

08/17/2026

Learn the habits Credit Canada counsellors see among Canadians who successfully pay down debt, from sustainable spending to mindset shifts that last.

08/16/2026

FP Answers: Even if you have no plans to retire, here’s how working Canadians can potentially reduce taxes and manage OAS clawbacks.

08/15/2026

Many Canadians are entitled to compensation from a 2020 CRA class action settlement. Here is what you need to know.

08/14/2026

The 4% rule for retirement savings is due for a revamp.

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#910 225 6th Avenue SW
Calgary, AB
T2P3S9

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Tuesday 8:30am - 4:30pm
Wednesday 10am - 7pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

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