Tracy McCall - IG Wealth Management

Tracy McCall - IG Wealth Management Holistic Financial Advisor & Life Transition Specialist
I don't just plan for numbers — I plan for your life as it unfolds. Change can be overwhelming.

Holistic financial advice for people navigating life's biggest transitions — with clarity, empathy, and a plan that grows with you. I help my clients embrace and navigate change to protect their dreams and maintain their financial goals. Whether it’s becoming an empty nester, planning or living in retirement, facing a layoff, downsizing, sale of a home, sale of a business, marriage or even divorce, I’m here to help you explore your financial options and figure out the best path forward.

06/02/2026

These tips from tax experts can help you navigate the appeal process when you think the taxman has got it wrong.

These tips from tax experts can help you navigate the appeal process when you think the taxman has got it wrong. https:/...
06/02/2026

These tips from tax experts can help you navigate the appeal process when you think the taxman has got it wrong. https://tinybfs.com/t/cI2DqC

06/01/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper.

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, accord...
06/01/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper. https://tinybfs.com/t/Ct0Xzr

Most people think financial planning starts with a spreadsheet.In my world? It starts with a conversation.Not about your...
06/01/2026

Most people think financial planning starts with a spreadsheet.

In my world? It starts with a conversation.

Not about your portfolio. Not about your RRSP. About your life — the real one. The one with the sleepless nights, the big dreams you haven't said out loud yet, and the transitions that turned everything upside down.

That's what the Discover phase of my 3D Clarity Framework is all about. Before we touch a single number, I want to understand your story. I want to know what 'enough' feels like to you. I want to hear about the people you love, the fears you carry, and the life you're building toward.

Because when we start with understanding, the plan we create actually holds. It doesn't just sit in a binder collecting dust — it breathes with you.

Financial planning was never meant to be cold and clinical. It was meant to be deeply, courageously human.

If you've been putting off financial planning because it feels overwhelming, here's your permission slip: you don't have to have it all figured out. You just have to be willing to start the conversation.

I'm here when you're ready.

Message us or call 778-694-9266

05/31/2026

Federal Reserve data shows 35-to-44-year-olds had a median annual household income of $86,473 in 2022. When broken down by worker, the median annual income in the age group as of 2025 was $72,020.

Federal Reserve data shows 35-to-44-year-olds had a median annual household income of $86,473 in 2022. When broken down ...
05/31/2026

Federal Reserve data shows 35-to-44-year-olds had a median annual household income of $86,473 in 2022. When broken down by worker, the median annual income in the age group as of 2025 was $72,020. https://tinybfs.com/t/aayEHx

05/30/2026

The Association of Canadian Travel Agencies and Travel Advisors, along with other industry groups abroad, has warned about a proliferation of scam and fraud attempts over the past several years as artificial intelligence tools expand the range of criminal opportunities.

The Association of Canadian Travel Agencies and Travel Advisors, along with other industry groups abroad, has warned abo...
05/30/2026

The Association of Canadian Travel Agencies and Travel Advisors, along with other industry groups abroad, has warned about a proliferation of scam and fraud attempts over the past several years as artificial intelligence tools expand the range of criminal opportunities. https://tinybfs.com/t/kJFGvO

05/29/2026

The iceberg ahead is inflation, and the Bank of Canada and U.S. Federal Reserve seem to be hoping it melts before their economies ram right into it.

Address

301-121 5th Avenue
Kamloops, BC
V2C0M1

Telephone

+17786949266

Website

https://www.ig.ca/en/tax-insights?aemail=tracy.mccal

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