Teraca Moffatt - IG Wealth Management

Teraca Moffatt - IG Wealth Management CERTIFIED FINANCIAL PLANNER (CFP), Investors Group Securities Inc.

With over 30 years in the financial services industry, Teraca is an experienced Certified Financial Planner who focuses on providing financial planning services for every aspect of life. Teraca leads Moffatt Financial, a full-service wealth advisory practice with IG Wealth Management. She is committed to serving and empowering her clients and their financial decisions as they work together towards

achieving their goals. She offers in person services in Calgary, AB as well as virtual services across the provinces of Alberta, British Columbia, and Nova Scotia. As a married mother of two grown children, Teraca can empathize with busy mothers juggling multiple schedules, their careers, and the stresses of today. By managing your financial future, Teraca provides the support to help you get organized and prioritize turning your dreams into attainable goals. She helps ease worries and stresses, empowering families to feel confident with their financial plan and have more time to take back control of their lives. Teraca is passionate about supporting independent (single, widowed, divorced) professional and entrepreneurial woman, and sharing her knowledge through education and financial empowerment. Teraca strives to build trusting relationships while instilling trust, financial clarity, and confidence, giving you security in your long-term plan. When Teraca isn’t at the office, you’ll find her at the curling rink, hiking and camping in the Canadian Rockies, spending time with friends and family, or gardening in her backyard.

03/26/2025

The way you draw money from retirement sources can have a big impact on your taxes. Find out how to be more tax efficient. Get a second opinion on your retirement plan by booking a quick meeting with me. Book now.

03/21/2025

Markets move; they always have and always will. With the IG Living Plan, I can test your portfolio against potential ups and downs to help you understand the likelihood of safely reaching your goals. Contact me for greater peace of mind.

Don’t get a red card: file your taxes by April 30 to avoid costly penalties and interest. Contact me to find out if you’...
03/10/2025

Don’t get a red card: file your taxes by April 30 to avoid costly penalties and interest. Contact me to find out if you’re maximizing your tax deductions.

RRSP deadline reminder: let's discuss your year-end RRSP contribution and what makes the most sense for your plan.
02/04/2025

RRSP deadline reminder: let's discuss your year-end RRSP contribution and what makes the most sense for your plan.

Here are some key dates to note down for the new year. And let’s review your plan to make sure you’re still on track to ...
01/10/2025

Here are some key dates to note down for the new year. And let’s review your plan to make sure you’re still on track to meet all your financial goals this year.

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management notes that the Canadian family dynamic is...
12/10/2024

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management notes that the Canadian family dynamic is evolving, with more people opting not to have children. This shift brings new estate planning challenges. Read More: https://ow.ly/g1kc50UoxKn

Enjoy the summer or achieve your financial goals quickly? How about both! Check out this article for insight on budgetin...
06/20/2024

Enjoy the summer or achieve your financial goals quickly? How about both! Check out this article for insight on budgeting for vacation plans.

If daydreams about the cottage, beach or pool are making it harder to focus on Zoom meetings these days, you’re not alone.

Register for our webinar to get the latest insights from IG’s experts https://ow.ly/noLC30sE8Z9. Join us for our mid-yea...
06/11/2024

Register for our webinar to get the latest insights from IG’s experts https://ow.ly/noLC30sE8Z9. Join us for our mid-year market update on Thursday, June 13 at 1 p.m. ET.

🌟 Planning for the Future: A Crucial Step in Managing Dementia and Alzheimer's 🌟Navigating a diagnosis of dementia or Al...
04/24/2024

🌟 Planning for the Future: A Crucial Step in Managing Dementia and Alzheimer's 🌟

Navigating a diagnosis of dementia or Alzheimer's can be overwhelming, both for individuals and their loved ones. However, proactive planning can significantly ease the journey ahead. Join us for an insightful webinar where we'll delve into the importance of early preparation and the practical steps you can take to ensure a smoother path forward.

🔗 Register here to gain invaluable insights: Link to the webinar

Don't miss out on this opportunity to equip yourself with essential knowledge and resources for navigating the complexities of dementia and Alzheimer's with confidence. Your future self and your loved ones will thank you for it.

04/17/2024

💰 Budget Alert! 💰

📣 The federal government's 2024 budget includes significant new spending — and it's relying on revenue from a change to the capital gains inclusion rate to help pay for it.

Here are the highlights from the budget and how it could impact your financial plan: https://ow.ly/8Mg950Riz2h

Ready to optimize your strategy? Book an appointment to see how I can help! 💬📅

Mitch what a great cause.
04/15/2024

Mitch what a great cause.

Hockey Marathon for the Kids

Happy Easter! Let the Easter Egg hunt begin.
03/31/2024

Happy Easter! Let the Easter Egg hunt begin.

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#100-37 Richard Way SW
Calgary, AB
T3E7M8

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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