YOU ARE INVITED:

IG WEALTH MANAGEMENT OPEN HOUSE
Hosted at IG Wealth Management – Downtown Toronto
In collaboration with the Spanish Chamber of Commerce

Join us for an exclusive evening of insight, strategy, and connection at IG Wealth Management downtown Toronto offices. Iveta Koskina and Sergiu Hirtescu from IG Wealth Management are proud new members of the Spanish Chamber of Commerce, and they are excited to welcome you to their Open House.

This event is designed for business owners, self-employed professionals, and high-net-worth families seeking a private financial planning experience tailored to our community’s unique needs.

Agenda:

• 5:30 PM – 6:30 PM | Registration & Networking
  Meet fellow Chamber members and other professionals while enjoying light refreshments and early access to our team.
• 6:30 PM – 7:30 PM | IG Wealth Management Experience – Discover how we help clients build, preserve, and transition wealth with confidence.
•  6:30 PM – Welcome & Introduction – Iveta Koskina, BA, CLU®, RRC®, QAFP™
• 6:35 PM – Our IG Story: Who We Are & Who We Serve Best – Sergiu Hirtescu, CFP®, CIM®, FCSI®
  Expert Presentations Featuring:
• 6:40 PM – Advanced Financial Planning – Martin Chen, CPA, CA, Director, Tax & Estate Planning – bringing deep expertise in Canadian, U.S., and estate tax planning as part of our Private Wealth Planning Experience.
• 6:55 PM – Investment Management – Adam Hassan, CFA, District Vice President, IG Investments – presenting on the strength of our investment team and the value of our iProfile Discretionary platform.
• 7:10 PM – Private Company Advisory – David Turnbull, Head of Private Company Advisory – sharing insights on preparing and positioning mid-market businesses for sale.
• 7:25 PM – Q&A + One-on-One Conversations, Additional Networking

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