IG Private Wealth Management

10/02/2026

From BBA to the front of the room!

I was back at Mount Royal University for the second time as a guest lecturer - such an incredible feeling!

I had the opportunity to speak with the ACT 2121 students about my career journey, from starting as a Personal Banker, progressing to Junior Advisor and eventually becoming a Senior Wealth Advisor.

One of the things I wanted to emphasize was that the path didn’t happen immediately after my BBA. It took several years of experience, learning, and progression to get to where I am today.

We also talked about how education doesn’t end with an undergraduate degree; continuing education and staying current are important throughout a career, particularly in financial management where the industry continues to evolve.

The students were engaged and asked some really thoughtful, open ended questions. One question in particular stood out: Is the career pathway I took still possible and relevant today?

That led to a great discussion about how career paths in financial management have changed, what opportunities still exist and how students can think about building their own careers.

It was great to be back in the classroom, but this time on the other side of the room. Very grateful to the faculty at Mount Royal University for the opportunity to be a guest lecturer!

09/24/2026

For high net worth families, your will, beneficiary designations, tax exposure and liquidity needs can all affect how your wealth ultimately transfers.

A will that hasn’t kept pace with your financial plan can create unnecessary tax, liquidity, and estate issues.

Your will is one piece of the plan that helps determine what happens to everything you’ve worked to build.

For my investment clients, estate planning is part of wealth planning.

09/15/2026

“I’ve been maxing out my TFSA for years, so why am I still not where I want to be?”

I hear variations of this more often than you might think.

One of my clients had $65,000 sitting in a simple savings account earning 2%. The money was “safe,” but it wasn’t doing much to improve my clients overall financial position UNTIL we moved it (more about this in my complete journal LINK IN BIO).

That’s an important distinction. Building wealth isn’t just about how much you save - it’s about what you do with it once you have it.

08/16/2026

Many high income families have the right accounts but the wrong strategy.

RRSPs, TFSAs, pensions, insurance, and investments should work together, not independently.

Swipe through to see the 5 mistakes I see most often.

07/24/2026

Every week I meet parents who are surprised to learn they could have been receiving government grants for their child’s education years ago.

The only way to access those grants is by opening an RESP and making eligible contributions.

Which category are you in?

✅ My child’s RESP is already set up.

🤔 I haven’t thought about it yet.

07/19/2026

Financial success is built on the back of synchronous teamwork, similar to how a rowing team must be in sync to cross the finish line.

Financial success is built by two people rowing in the same direction.

If you need help getting in sync, let us know. We’d be happy to chat.

07/10/2026

One unexpected diagnosis can change more than your health.

It can change your financial future too. The question isn’t if life will surprise you. It’s whether your finances are ready when it does.

06/01/2026

06/01/2026

Most people keep their money in one bucket. The wealthy usually don’t.

💰 High-interest savings accounts
📈 GICs
📊 Investment portfolios

Different goals require different tools. The real strategy isn’t choosing one.

It’s knowing when to use each.

05/27/2026

Most people are not broke because of one catastrophic decision.

It is usually years of normal decisions that slowly raised the cost of maintaining their life.

The hard part is that from the outside, everything can still look successful.