Simundson Lewis & Associates Private Wealth Management

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Simundson Lewis & Associates Private Wealth Management We at Simundson Lewis & Associates with IG Private Wealth Management provide all financial services. IG Wealth Management Inc. Mutual Fund Division

Corporate earnings came in exceptionally strong, so why did equity markets stall? Find out in our Q3 2026 Market Review ...
10/15/2026

Corporate earnings came in exceptionally strong, so why did equity markets stall? Find out in our Q3 2026 Market Review at https://ow.ly/6BXG50ZXPyq

10/13/2026

We are now officially- Simundson Lewis & Associates Private Wealth Management. A little exciting change; exact same business, just a slightly new name.
Ray is going absolutely no where any time soon, so this change will mean nothing for our clients but as we look to expand our practice and approach Shelbys 10 year anniversary, we found it important to officially recognize her in part of the trade name going forward.
Thank you to all of our valued clients for your continued support!!

08/27/2026

Rock paper pencil!
Home from the office and I got mail!
Got rid of the old finger printed screen and boring Apple Pencil tip and opted for a just like writing on paper feel with the Astropad ! Say good bye to the air bubbles, it’s magnetic so I can just peel it off and re-stick when I want !!

06/29/2026

I'd like to share Don Bowder's inspiring story with you.

By incorporating charitable giving into his financial plan, he was able to make a lasting impact on his community.
Watch the full story. https://ow.ly/1Bwg30sWJGk

Let's discuss how we can help you achieve your philanthropic goals by putting you at the centre of your financial plan.

“Am I paying too much in taxes?”This is a question I hear from business owners a lot. Taxes can feel like a never-ending...
06/26/2026

“Am I paying too much in taxes?”

This is a question I hear from business owners a lot. Taxes can feel like a never-ending drain, especially when you’ve worked tirelessly to grow your business.

I’ve helped business owners uncover a few opportunities: deferring taxes, optimizing their compensation structure, and preparing for future growth. These aren’t one-size-fits-all strategies—they’re tailored to the unique needs of every business owner.

If you’ve ever wondered whether you’re overpaying or missing out on tax savings opportunities, reach out and let’s see how I can help you.

Mothers juggle so much—careers, families, and dreams for the future. I’m here to help make the financial part of the equ...
06/24/2026

Mothers juggle so much—careers, families, and dreams for the future. I’m here to help make the financial part of the equation simpler.

Whether it’s building a legacy, supporting loved ones, or planning for the unexpected, I can help you create a financial plan that reflects what matters most to you and your family.

Here’s to all the moms who inspire us every day. 💖

Message me—let’s talk about what you want for your family’s future.

06/23/2026

In case you missed it: Dr. Zahinoor Ismail joined us for the first event in our IG 100th anniversary series. He shared powerful insights on brain health and dementia prevention that resonated deeply with participants across Canada. The full recording is available to watch and share: https://ow.ly/1OLz30sWJGe

05/26/2026

Don't wait until your nearing retirement to start saving and planning. Think ahead and start now. The earlier you save, the more time your investments can work for you too!

05/25/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to u s to find out how these tips could help boost your financial plan.

Invest in women, invest in a prosperous future.📊Here at Simundson and Associates PWM, we specialize in working closely w...
05/22/2026

Invest in women, invest in a prosperous future.📊
Here at Simundson and Associates PWM, we specialize in working closely with women specifically, empowering them to build their financial future!
Want a safe place to talk and deal with your finances, a practice focused on education and empowerment. You've found us!! 🖥️💰

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100/37 Richard Way SW
Calgary, AB
T3E7M8

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