Nunweiler Group, IG Private Wealth Management

Nunweiler Group, IG Private Wealth Management advisor.investorsgroup.com/en/nathan_nunweiler

Why we chose more equities over bondsEach September, we look back at our portfolio recommendations, review how they perf...
09/08/2026

Why we chose more equities over bonds

Each September, we look back at our portfolio recommendations, review how they performed and begin preparing for the year ahead.

Going into this past year, we warned clients that bonds could face a difficult environment.

Inflation was proving “sticky,” central banks were expected to lower interest rates more slowly, and we anticipated oil moving from approximately $60 to $75 per barrel. When energy prices rise, inflation can remain elevated or move even higher, which can create challenges for bond performance.

That outlook influenced how we positioned portfolios.

A Moderate Conservative to Moderate risk profile can hold anywhere from 35% to 75% in equities. That is a significant range. Based on the conditions we expected, we chose to move toward the higher end of the permitted equity range rather than holding more in bonds.

The graphs show why that decision mattered:

→Bond portfolio returns were lower than the 3 year average of 4.61% down to approximately 1.65% over the past 365 days.
→A portfolio with 35% equities returned 7.37%.
→A portfolio with 75% equities returned 16.34%.
→Our recommended 75% equity option is shown by the purple line in the final graph.

This is the value of looking beyond a risk label. Two investors can both be considered “moderate,” yet their portfolios and their results, can look very different.

Working alongside IG Securities Investment Portfolio Analysts, we used economic data and forecasts to search globally for investments suited to the conditions we expected.

Now we’re looking ahead to 2027, and our next portfolio recommendations are ready to discuss.

Is your portfolio positioned for what may come next?

Call 403-977-7636 to book a portfolio review.

Nathan Nunweiler, BBA Finance, CFP
Nunweiler Group Private Wealth Management

A good financial plan should make your next decision clearer.Markets change. Tax rules evolve. Life rarely follows a per...
09/04/2026

A good financial plan should make your next decision clearer.

Markets change. Tax rules evolve. Life rarely follows a perfectly straight path. A strong financial plan shouldn’t add to the noise, it should give you a framework for making confident decisions when circumstances change.

Should you invest, pay down debt, or preserve cash? Is it time to rebalance? Can you help your children now without compromising your retirement?

A good plan may not predict every turn, but it should help you understand your options and move forward with purpose.

If your financial plan leaves you with more questions than answers, it may be time for a second look. Call today to speak with our team.

Rich can support your lifestyle. Wealth can support generations.There is a difference between earning enough to live wel...
09/03/2026

Rich can support your lifestyle. Wealth can support generations.
There is a difference between earning enough to live well and building something that lasts beyond you.

True generational wealth requires intention. It means coordinating your investments, tax strategy, estate plan, business interests, and family priorities; therefore, the wealth you have built can continue serving a purpose.

The goal isn’t simply to leave more behind. It’s to create clarity, opportunity and a lasting foundation for the people and causes that matter most.

What do you want your wealth to look like for the next generation? Let’s start the conversation and build a plan designed to carry your values and your legacy forward.

Same investment. Different tax result.Choosing the right investments matters, but so does deciding which accounts should...
09/01/2026

Same investment. Different tax result.
Choosing the right investments matters, but so does deciding which accounts should hold them.

A TFSA can provide tax-free growth and withdrawals. An RRSP can offer an upfront tax deduction and tax-deferred growth, with withdrawals generally taxed as income. In a non-registered account, interest, dividends, and capital gains may each be treated differently.

It’s not simply about what you earn. It’s about what you keep and how each account supports your broader wealth plan. Account-location decisions should reflect your income, time horizon, liquidity needs, and long-term goals.

Are your investments held in the right accounts? Let’s make sure your investment and tax strategies are working together.

Book a conversation with our team.

From the farm to a $2.3-million TFSAA recent Globe and Mail article profiles an Ontario farmer and his wife whose combin...
08/29/2026

From the farm to a $2.3-million TFSA

A recent Globe and Mail article profiles an Ontario farmer and his wife whose combined TFSAs have grown to an extraordinary $2.3 million.

Their result is exceptional, but the larger lesson is relevant to farm families at every stage:

Your TFSA is more than a short-term savings account. Used strategically, it can become an important part of your family’s long-term wealth, retirement, and estate planning. Are you making the most of the tax-free room available to your family?

Let’s review how your accounts fit into the bigger picture.

Inspired by a recent Globe and Mail TFSA Trouncers profile.

1,000 followers and growing!Thank you to everyone who has followed, shared, commented, and joined the conversation here ...
08/27/2026

1,000 followers and growing!

Thank you to everyone who has followed, shared, commented, and joined the conversation here at Nunweiler Group.

Reaching 1,000 followers is an exciting milestone, but what matters most is the community behind that number. We appreciate your continued support and look forward to sharing much more with you.

Here’s to the next 1,000!

Do you know what your business is really worth?Many business owners wait until they are ready to sell before thinking ab...
08/25/2026

Do you know what your business is really worth?

Many business owners wait until they are ready to sell before thinking about valuation, but understanding your company’s value can help you make better decisions long before an exit is on the horizon.

A professional valuation can help you:

• Identify the factors driving your company’s value
• Uncover risks or areas for improvement
• Prepare for succession or an unexpected transition
• Support retirement and estate planning
• Set realistic long-term financial goals

Your business may be one of your largest assets. Knowing what it is worth today gives you time to strengthen its value and plan your next chapter with greater confidence.

Let’s talk about how your business fits into your broader financial plan.

08/21/2026

🔥 IT ALL COMES DOWN TO TONIGHT. 🔥

The Ranch Scramble teams have battled their way through, and now it’s time to see who can get it done when it counts for $5,000 in prize money!

🏆 RANCH SCRAMBLE FINALS
⏰ 7:30 PM TONIGHT

Broke horses. Handy cowboys. Big pressure. And bragging rights on the line.

You’re going to want to be in the stands for this one. 🤠🔥

Who are you cheering for?! Drop your team below 👇

WesternLife RanchLife HorseEvents

Missing the market’s best days can matter.Market highs and volatility can make stepping aside feel safer, but timing the...
08/21/2026

Missing the market’s best days can matter.

Market highs and volatility can make stepping aside feel safer, but timing the market requires two successful decisions: when to leave and when to return.

Historical IG research shows how missing a small number of strong trading days dramatically reduced long-term results.

Staying invested doesn’t mean standing still. Strategic rebalancing can help manage concentration, preserve gains, and position your portfolio for future opportunities.
See the chart, then read more:

https://www.ig.ca/en/insights/market-timing-or-time-in-the-market-

It’s Testimonial Thursday!“Knowledgeable, approachable, and helpful with investments and financial strategy”We’re gratef...
08/20/2026

It’s Testimonial Thursday!

“Knowledgeable, approachable, and helpful with investments and financial strategy”

We’re grateful for the trust our clients place in us. Helping families, business owners and agricultural producers make confident decisions about their wealth is at the heart of everything we do.

Thank you for allowing the Nunweiler Group to be part of your financial journey.

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1324 Southview Drive SE
Medicine Hat, AB
T1B4E7

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