David Stevens, CFP - IG Private Wealth Management

David Stevens, CFP - IG Private Wealth Management Clients always come first! Senior Executive Financial Consultant, Investors Group Securities Inc.

I am dedicated to helping each and everyone of them reach financial independence and succeed far beyond what they thought was possible.

08/26/2026

Leading always requires listening and understanding the goals and values of the people in your organization.

Leading always requires listening and understanding the goals and values of the people in your organization. https://tin...
08/26/2026

Leading always requires listening and understanding the goals and values of the people in your organization. https://tinybfs.com/t/ffW5UD

08/24/2026

Young people have the time to maximize credit card perks. American Express and JPMorgan Chase want to lure them to their high-end cards.

Young people have the time to maximize credit card perks. American Express and JPMorgan Chase want to lure them to their...
08/24/2026

Young people have the time to maximize credit card perks. American Express and JPMorgan Chase want to lure them to their high-end cards. https://tinybfs.com/t/YJnGnz

08/21/2026

Almost a year into its mandate, Major Projects Office is assessing big-money pitches for accelerated regulatory treatment while facing questions about transparency and speed.

Almost a year into its mandate, Major Projects Office is assessing big-money pitches for accelerated regulatory treatmen...
08/21/2026

Almost a year into its mandate, Major Projects Office is assessing big-money pitches for accelerated regulatory treatment while facing questions about transparency and speed. https://tinybfs.com/t/9SCuMS

Balancing financial wellness through smart planning means staying aware of how energy, politics, and trade impact invest...
08/19/2026

Balancing financial wellness through smart planning means staying aware of how energy, politics, and trade impact investments. Recent discussions around Keystone XL highlight the complex interplay of trade negotiations in the financial landscape.

U.S. President Donald Trump boasted Tuesday about reviving the Keystone XL pipeline project, touting it as a win in trade negotiations with Canada.

04/09/2026

This is exactly why our clients choose us.

Experience. Ex*****on. Results.

No shortcuts, no excuses — just getting the job done properly.

Have you experienced feelings of regret related to your finances? If so, you’re not alone. FP Canada’s ninth Financial S...
03/10/2026

Have you experienced feelings of regret related to your finances? If so, you’re not alone.

FP Canada’s ninth Financial Stress Index reveals that many Canadians experience financial regret—and it doesn’t look the same for everyone. For some, the challenge is saving for big purchases; for others, it’s about managing everyday expenses.

As a CERTIFIED FINANCIAL PLANNER professional, I’ve seen how reflecting on past decisions can help Canadians start making progress toward the financial well-being they deserve.

In this article, you’ll learn practical tips for turning financial regret into positive action and improving your financial future. Check it out here: https://www.financialplanningforcanadians.ca/insights-detail/grappling-with-financial-regret--here-s-how-to-overcome-it


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1324 Southview Drive SE
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T1B4E7

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Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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