Donna Upham - IG Wealth Management

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

What makes more sense for your financial situation: contributing to a TFSA or an RRSP, or paying down your mortgage? htt...
07/17/2026

What makes more sense for your financial situation: contributing to a TFSA or an RRSP, or paying down your mortgage? https://tinybfs.com/t/liLnFD

07/15/2026

Financial principles can be timeless, but the tactics behind them often aren't. Here's why some money advice deserves a second look. https://tinybfs.com/t/X3zf7a

Think twice about retiring at 39 with $1M. Financial planning is key: balance immediate dreams with long-term stability....
06/08/2026

Think twice about retiring at 39 with $1M. Financial planning is key: balance immediate dreams with long-term stability. Prioritize financial wellness to ensure savings last through retirement. Smart saving today secures tomorrow’s peace of mind. https://tinybfs.com/t/KbXVGA

Boost your financial wellness by integrating sound financial planning with insights into regional wage differences. In s...
06/05/2026

Boost your financial wellness by integrating sound financial planning with insights into regional wage differences. In some areas, wages are almost $700 higher weekly, impacting career choices and employee benefits within the current economy. https://tinybfs.com/t/b6aCGF

"Retirement" is no longer just about money for many baby boomers; it's about living longer and healthier. Prioritize fin...
06/03/2026

"Retirement" is no longer just about money for many baby boomers; it's about living longer and healthier. Prioritize financial wellness, plan for aging, embrace mindfulness, and see work as a part of your retirement plan for better mental health and future stability. https://tinybfs.com/t/IfSC6E

Had a great day walking with my team, and the weather held so we didn't get caught in any rain!
06/02/2026

Had a great day walking with my team, and the weather held so we didn't get caught in any rain!

This upcoming weekend is IG Walk for Alzheimers! If you would like to join our team, please reach out . If would prefer ...
05/26/2026

This upcoming weekend is IG Walk for Alzheimers! If you would like to join our team, please reach out . If would prefer to support with a sponsor, I would love your support!

Each donation towards the Walk for Alzheimer's helps fund crucial programs and services for people with dementia, their caregivers, and their families.

05/23/2026
Find out about the common mistakes people make regarding Registered Disability Savings Plans (RDSPs), which are designed...
05/18/2026

Find out about the common mistakes people make regarding Registered Disability Savings Plans (RDSPs), which are designed to help people with disabilities build a more financially secure future. Read the full article: https://ow.ly/UsI230sVBAw

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