howard.yancovitch@ig.ca
(514) 992-9627
Welcome to
Howard
Yancovitch

Investors Group Financial Services Inc.

See how I can help you!

About Me

If you looking for an experienced independent advisor to help propose and implement financial solutions so that you can dedicate time spent on your finances towards your family, business, travel or other passions, you have come to the right place.

I am a 27-year veteran of the financial service industry working as a representative in group savings plans and as a financial security advisor at IG Wealth Management, one of the oldest and most prolific financial planning and investment firms in Canada.

I specialize in helping professionals, business owners and retirees find solutions that are tailored to their individual financial needs. This includes ensuring their estate preservation goals are properly set up, that they are receiving tax preferred income wherever possible and that they enjoy the comfort of having some “guaranteed” investments in their portfolios.

Upcoming seminars

1. Supercharge your retirement with an IPP
You Are Invited
To one of two Exclusive Dinner
Monday, April 30, 2018 & Tuesday May 1,2018 at 6:30 PM
40 Westt Steakhouse
2305 Trans-Canada Hwy, Point-Claire, QC H9R 5Z5

The presentation will feature financial security advisor and mutual fund representative Howard Yancovitch, of Investia Finanical Services Inc., and David Bouskill, VP Slaes at IA Clarington Investments.

AGENDA

  • 6:00 PM – 6:30 PM – Arrival
  • 6:30 PM – 7:30 PM – Dinners and Presentations
  • 7:30 PM – 8:00 PM – Questions and Answers


PRESENTATION

  • How to Protect your Retirement in these Volatile Times
  • The value that Segregated Funds can add to your estate
  • Socially Responsible Investing
  • Changes regarding "Passive Income" in your Corporation
  • Invest thousands more than permitted in an RSP
  • Take advantage of “past service” contributions
  • Have your corporation fund your retirement
2. Protect your assets with Guaranteed Investments
  • Socially Responsible Investing-make money and save the planet
  • Creditor protected
3. Responsible Investing and ETF’s for segmentation and lower management fees

Attend ZOOM seminar #1

April 1 and April 19 at 8:00-8:30 pm

Individual Pension Plans

Part of the reason is that many people aren’t sure of their savings options – they may be using registered retirement savings plans (RRSPs) for the money they take out of their corporation, but they’re not doing much with all the cash that’s inside it.

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Retirement Planning

Are you confident that your financial plan will meet your retirement goals? At IG Wealth Management we go beyond RRSPs to consider all your sources of income today, and forecast your monthly income in retirement.

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Financial Planning

A well-constructed financial plan which allows you to monitor your goals, and change accordingly, is the key to establishing your financial confidence and well-being.

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Tax Tips

As an entrepreneur, operating your day-to-day business and planning for the future can consume a lot of your time. Paying less tax, although important, may not always be top of mind.
 

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What we can do for you

Insurance

Investments

Investment Counselling

Whether you need Life Insurance, Disability or Critical Illness protection, we have the tools to protect you and your family from anything that life can throw at you.

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With over 25 years in the financial service industry, we have the knowledge and experience to help you make the right decisions for your unique circumstances. We have access to a host of traditional and non-traditional investments alike. Our specialty is business owners, professionals, retirees and clients with a minimum of $250,000 of investible assets.

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Have a look back every month to see what you can learn. Subscribe to the blog, follow the recommendations and let us prove ourself to you!

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150+
Happy Clients
$30
Million under
Management

Testimonials