Donna Upham - IG Wealth Management

Directions Website

Donna Upham - IG Wealth Management Senior Wealth Advisor, CFP, with IG Wealth Management Inc., Mutual Fund Division. IG disclosures page https://www.ig.ca/en/legal/disclosures

My goal is to simplify your investment, insurance and mortgage options, and take a holistic approach. I want you to embrace and understand your financial plan and not be fearful of it. I am licensed in NS, NB, ON, YT and AB. Consultant, IG Wealth Management Inc., Mutual Fund Division

Paying an annual fee for a rewards credit card makes financial sense if you spend at least enough to exceed the break-ev...
10/07/2026

Paying an annual fee for a rewards credit card makes financial sense if you spend at least enough to exceed the break-even point for the card. This typically means charging at least $5,000 to $12,000 a year. https://tinybfs.com/t/i0jZXC

The value of a home during a divorce depends on more than today’s market price. Here’s what to know about valuation date...
10/05/2026

The value of a home during a divorce depends on more than today’s market price. Here’s what to know about valuation dates and appraisals. https://tinybfs.com/t/mpO2ME

New York Times columnist Kevin Roose sees reasons for optimism — and worry — as the world wakes up to what Silicon Valle...
10/02/2026

New York Times columnist Kevin Roose sees reasons for optimism — and worry — as the world wakes up to what Silicon Valley has been talking about for years. https://tinybfs.com/t/VXrg4I

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combin...
09/30/2026

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency. Read more: https://ow.ly/guU350ZPECX

09/28/2026

Myth: any business expense can be written off.

While taxes may be unavoidable, they can be minimized. Thankfully, there are plenty of small business tax writeoffs available to help lower your taxable income.

Contact me today. https://ow.ly/yQkv30sZ9oW

⚖️ Separation impacts more than relationships—it affects assets, estates, and long-term financial security.Examine how s...
09/25/2026

⚖️ Separation impacts more than relationships—it affects assets, estates, and long-term financial security.

Examine how smarter wealth and estate decisions can create greater stability after separation on the She & Success Podcast, as host Kripa Anand sits down with Christine Van Cauwenberghe, KC, Head of Financial Planning at IG Wealth Management.

▶️ Watch the full podcast here: https://ow.ly/yQkQ50ZPEpO

Deep dive topics:

💼 Approaching separation with a clear financial strategy

🏠 Managing property division and late-life financial pressure

📄 Updating wills and estate documents without delay

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap b...
09/23/2026

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap between intention and action is real. An estate plan isn’t just for the wealthy; it’s for anyone who wants their wishes honoured. Now’s the time to discuss your estate plan.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/VJqR50ZPEoF

Source: IG Wealth Management Annual Estate Planning Study

As frontotemporal dementia degrades social awareness, loved ones and neuroscientists confront the heartbreaking boundary...
09/22/2026

As frontotemporal dementia degrades social awareness, loved ones and neuroscientists confront the heartbreaking boundary between a changing mind and the enduring self. https://tinybfs.com/t/7pGR5o

In case you missed it: Philip breaks down why the U.S. Federal Reserve’s rate hike is just the beginning and what it mea...
09/21/2026

In case you missed it: Philip breaks down why the U.S. Federal Reserve’s rate hike is just the beginning and what it means for Canadian investors. Listen now: https://ow.ly/mzOZ50ZPEn2 Subscribe, rate and review now.

Want to know what moves the markets? Tune in to The Living Market podcast, with Chief Investment Strategist Philip Petursson.

Address

36 Solutions Drive, Suite 108
Halifax, NS
B3S1N2

Alerts

Be the first to know and let us send you an email when Donna Upham - IG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share