Lionel Williams - Krall & Williams Group

06/25/2026

Discover how rethinking our retirement system can enhance income security, simplify decision-making, and better support modern needs. This report highlights practical solutions for a more predictable retirement.

Expectations rarely match reality when it comes to retirement savings. Read more here.

06/24/2026

In Canada, over $2 trillion in business assets are expected to change hands in the next decade—yet many owners still don’t have a formal plan in place.

Retirement is the top reason business owners cited for leaving their business (75%), according to a new report by the CFIB.

06/23/2026

Let’s talk succession planning

Every business owner will eventually exit their company—
The only question is whether it happens by design or by default.

A thoughtful plan can give you:
✔ Flexibility
✔ Financial confidence
✔ Peace of mind

If business succession is on your mind (even a little), it may be worth exploring your options now.

06/22/2026

Myth: my business is too small for a tax and estate plan.

While many entrepreneurs think their business is too small to warrant an estate plan, this is almost never the case. Discover how a tax and estate plan could help your business thrive.

Contact me today. https://ow.ly/uNRy30sWhCV

06/20/2026

Are markets getting ahead of themselves? Great conversation with Pierre-Benoît Gauthier, Vice-President of Investment Strategy at IG Wealth Management, on BNN Bloomberg, covering today’s key market drivers. From a constructive earnings backdrop to evolving Fed leadership and communication style, he also unpacks why developments like a potential Iran peace deal may already be priced in. The discussion touches on valuation concerns, comparisons to the early 2000s dot-com era, and the risk of inflation moving back toward 5%.

Watch for a comprehensive look at what’s shaping markets right now: https://ow.ly/1B5a50ZcOZG

06/18/2026

Myth: any business expense can be written off.

While taxes may be unavoidable, they can be minimized. Thankfully, there are plenty of small business tax writeoffs available to help lower your taxable income.

Contact me today. https://ow.ly/VB2N30sWhCQ

06/17/2026

Our IG 100th Anniversary event series continues!

Don’t miss our third webinar, where we continue exploring important topics to support your overall well-being and financial confidence.

Join industry experts as they share practical insights and strategies to help you make informed decisions for your future.
Hosted by IG’s Alana Riley with guest experts.

Secure your spot now:
https://ow.ly/E91K50Zc2cX https://ow.ly/UonG50Zc2cY

06/16/2026

A common scenario we see…

A business owner plans to retire in 5 years—but has no formal succession plan.

When the time comes, they realize:
• The business isn’t structured for transfer
• Buyers aren’t lined up
• Tax implications are higher than expected

With proper planning, these challenges can often be avoided.

Succession planning isn’t just for “later”—it’s part of building a resilient business.

06/15/2026

When selling a business, expert guidance can make all the difference.

Dr. Sujay Patel’s story is a great example of how IG Advisors helped him unlock greater business value and focus on his priorities. Watch the full story to see how his Advisor supported his next chapter.

A well-crafted financial plan that puts you at the centre can do the same for you. Learn more at https://ow.ly/14yz50Z7L2X

06/13/2026

Discover the shocking realities of pension schemes, where employers can seize funds meant for retirement. This eye-opening article uncovers practices you won't believe—worth the read!

Legislation mandates that public service pensions be co-ordinated with the CPP and QPP to equal two per cent for each year of service.