Aurèle is a Chartered Professional Accountant specializing in tax and estate planning for individuals and corporations. He provides advanced support to IG Wealth Management Consultants and frequently develops and provides training on these topics. He regularly provides advice on the taxation of investment income, with the goal of helping clients build better investment portfolios in the context of overall planning for clients’ financial futures.
Aurèle is bilingual (French and English) and joined IG Wealth Management as a member of the Advanced Financial Planning Support department in 1996. Prior to joining IG, Aurele spent 8 years working in the Winnipeg office of the public accounting firm of Coopers & Lybrand (now PwC) primarily in the areas of small business and individual taxation.
Aurèle obtained his Diploma of Business Administration in 1989, his Certified Management Accountant designation in 1992, his CFP designation in 2000 and his TEP from the Society of Trust and Estate Practitioners in 2003. Aurèle recently received the FELLOW OF FPSC TM distinction in 2018.
Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
Estate planning for blended families
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Measures to Address Income Sprinkling
Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.