Rick Harris & Travis Mosset - IG Private Wealth Management

04/17/2026

Fraud Doesn’t Check Your Age — Neither Should Your Awareness
Think scams only target seniors? Think again.
Today’s fraud schemes are designed for everyone — students, parents, professionals, small business owners, and retirees alike. From fake delivery notices and online job scams to hacked social media accounts and AI-generated “urgent” messages, fraud is constantly evolving — and so are its targets.

📅 Join us for our upcoming seminar where we’ll break down current scams, share real-world examples, and give you practical tips to stay one step ahead.
Everyone welcome. Knowledge is your best defense.
Save your spot now: https://ow.ly/gWPS50YJ2JU

04/01/2026

We’re excited to elevate our offering with a move to Private Wealth Management. While our service standards remain unchanged, this shift provides us with additional tools and capabilities to further enhance your overall experience.
Don’t worry:
✅ Our service isn’t changing
✅ You’re still stuck with the same friendly faces.
✅ We just now come equipped with MORE resources, MORE support, and MORE ways to take great care of you.
Think of it like switching from a regular toolbox to one of those fancy rolling tool chests with all the drawers.🧰

Reach out today to discuss how our team can support your goals.

04/01/2026

✨ This is your year. ✨
No matter what your finances look like today, now is the perfect time to start building a financial plan.
Think of it like using a map to travel somewhere you’ve never been before — you wouldn’t just start driving and hope for the best. 🗺️
A plan helps you see the path ahead, understand the turns, and enjoy all the amazing sights and experiences along the way.
Your financial goals deserve the same clarity.
Start with a direction, take one step at a time, and you’ll be amazed at where you can go. 🌄
Let’s make this the year you chart your path to a more confident financial future.
Every journey begins with a map.

01/20/2026

Thank-you to IG Wealth Management for being our Tuesday Partner of the Day! 👏 We appreciate your support!

Make sure you check out their booth this week in the 📍 Brandon Curling Club

📸 Harris Mosset team- IG Wealth Management

www.AgDays.com

01/20/2026

Why an Annual Tax Review Meeting Matters

As life changes, so do your finances — and your tax situation. That’s why an annual tax review isn’t just a meeting; it’s an opportunity to ensure your money is working for you.
Here’s why it’s important:

📝 Identify new deductions and credits
Life events like buying a home, changing jobs, or having a child can open the door to new tax advantages you might not be aware of.

✂️ Reduce your tax bill
A quick review can help uncover strategies to keep more money in your pocket and less in CRA’s.

⏰ Plan ahead with confidence
Tax planning isn’t just for tax season. Reviewing annually helps you avoid surprises and stay ahead of any changes.

💡 Catch issues before they become problems
Small adjustments throughout the year can prevent costly mistakes or missed opportunities.

If you haven’t booked your annual tax review yet, now is a great time to give us a call or drop us an email.

12/31/2025

Missed our latest episode? Philip shares why 2026 could surprise the crowd, revealing opportunities where expectations are mispriced. Don’t miss these bold calls. Listen now: https://ow.ly/jRxr30sSifG
Subscribe, rate and review now.

12/24/2025

12/15/2025

Myth: bad markets can wreck your retirement income.

Sequence of returns risk is when markets decline after you start drawing income from your investments, endangering their longevity. Here’s how to avoid it.

Contact me today.

https://ow.ly/nHOl50XGxXo

12/11/2025

Myth: GICs will give you the returns you need.

Many investors put the bulk of their money in so-called safe investments, not realizing that they risk losing its value. Here’s how to avoid that risk.

Contact me today.

https://ow.ly/oMhZ50XGxWG

12/09/2025

Myth: succession planning can wait until retirement.

Succession planning requires time and a detailed strategy; these tips will help you pass your business on to a family member, employee or third party.

https://ow.ly/8tNK50XGxVo