Wanner, Nair & Associates Private Wealth Management

09/10/2026

If markets got a report card for 2026 so far, what grade would they get?

Join us for today's educational webinar to hear directly from Assistant Vice-President of Investment Strategy, Ashish Utarid, and Chief Investment Strategist, Philip Petursson, as they review year-to-date performance, key risks and opportunities heading into fall, and how to position your portfolio for the rest of the year.

Live Q&A to follow.

📅 Thursday, September 10, 2026 at 5:00 pm MT
Register here: https://event.on24.com/wcc/r/5403315/BA217117B0FB9663A6F8B592D87F19B2?partnerref=166BrianWanner

09/04/2026

Philip explains why equities will continue to do well, interest rates remain stable or increase later 2026 early 2027 , bond market impacts and favourable economic outlook in the next 6 to 12 months .

Philip shares the key trends currently dominating the team’s market strategy conversations and what they mean for investors. Listen now: https://ow.ly/yI8850ZIOqY

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08/12/2026

Estate plans do not fail because of poor intentions. They fail because of poor liquidity.

Many affluent families hold substantial real estate, private investments, or corporate structures. Without sufficient liquid assets, estates can face forced sales, tax inefficiencies, or family tension.

Estate liquidity planning must account for final tax liabilities, equalization strategies, and timing mismatches between assets and obligations. This requires coordination between portfolio design, insurance analysis, and estate documentation.

If your estate strategy has not been tested for liquidity under different scenarios, it's worth revisiting before it's too late.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.wannerandassociates.ca

08/06/2026

We are proud to celebrate Arun Nair’s 8th anniversary with Wanner, Nair & Associates this month. It is an especially meaningful milestone following the introduction of our new practice name, Wanner, Nair & Associates, earlier this year. We were proud to make this important change in recognition of Arun’s leadership, dedication and long-term commitment to the clients and families we serve.

Over the past eight years, Arun has made an invaluable contribution to our practice through his thoughtful and strategic advice.

Thank you, Arun, for everything you bring to our clients, our team and our community. We look forward to celebrating many more milestones together!

07/15/2026

There is a difference between managing investments and engineering a retirement. Affluent retirees often discover that strong portfolios alone do not guarantee optimal outcomes.

Investment management focuses on returns. Financial planning integrates income sequencing, tax efficiency, estate liquidity, risk management, and behavioural discipline into a cohesive design.

If you value disciplined, integrated advice, a conversation about your current framework may be worthwhile.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.wannerandassociates.ca

07/13/2026

The second quarter of 2026 proved that markets are often driven by fundamentals, not headlines.

In this latest market update, Philip Petursson, Chief Investment Strategist at IG Wealth Management, explains why strong corporate earnings, expanding market leadership and resilient economic data helped global markets move higher despite ongoing uncertainty.

Watch the 2026 Q2 Market Review and Mid-Year Commentary: https://www.youtube.com/watch?v=PIZIcTynwv0

Why did geopolitical tensions fail to derail the markets? And which...

07/04/2026

I want to thank my friend and colleague Rod Gibbings from Kelowna for this exceptional interview with our IG Wealth management chief portfolio strategist Mr. Philip Peterson. Philip answers some of the key questions that are on clients minds today.
Where are the opportunities ? Philip explains why equities are better positioned now in the next 12 to 18 months over fixed income. How US consumption has helped the markets, why Canada outperformed the US, could there be an interest rate reduction this year, why did they reduce gold holdings in portfolios, why 7% of portfolios are in private equity and debt and lastly Philips thoughts on AI and technology going forward. Please listen to all these answers and hear why he and his team are optimistic for the next 12-18 months!

How should investors navigate today's markets amid geopolitical ten...

06/26/2026

Behavioural risk does not end at retirement, it often increases. Market volatility feels different when you are drawing income rather than contributing capital.

Structured income planning reduces the need to make reactive decisions during market stress. Cash flow reserves, disciplined rebalancing, and predefined withdrawal frameworks create stability when headlines do not.

If recent market swings have caused uncertainty around your income plan, a structured review may provide reassurance.

A comprehensive retirement plan starts with a conversation. Contact us via our website: https://www.wannerandassociates.ca

06/16/2026

There are very few events where you can sit in your living room and share an experience with Canadians from every province and territory.

That's exactly what makes this event special.

There's still time to register and join us on June 18 as IG Wealth Management celebrates its 100th anniversary with Rick Mercer and Alan Doyle. Together, we'll celebrate the stories, resilience, humour, and sense of community that have helped shape Canada over the last century.

Clients are welcome to invite friends and family to join this complimentary virtual event.

Live Webinar Event: Stories, Songs and The Canadian Spirit: An evening with Rick Mercer and Alan Doyle
📅 Thursday, June 18, 2026 | 🕐 8:00 pm MT
🔗 Register now: https://event.on24.com/wcc/r/5294437/88DFA860B66125E908201C7CABDB54C1?partnerref=RO166BrianWanner

06/12/2026

Is the boom coming with a price tag? Listen to the latest episode of The Living Market for the answer.

Two years ago, incoming U.S. Federal Reserve chair Kevin Warsh warned that central banks were getting too comfortable with higher inflation and called it very dangerous. Philip Petursson, Chief Investment Strategist at IG Wealth Management, explains why that warning looks prescient today. With most central banks worldwide running above their inflation targets, and bond yields climbing, the boom in labour markets and asset prices is coming with a cost. The question is how central banks respond, and whether markets are ready for that answer.

▶️ Click here to listen to the latest episode: https://www.wannerandassociates.ca/podcasts

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