Moore Whelan Private Wealth

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Moore Whelan Private Wealth

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Ken Moore, Senior Wealth Advisor
James Whelan, Senior Wealth Advisor
IG Wealth Management Inc.

11/03/2026

Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.

10/29/2026

When life feels heavy, forced positivity won’t help—but resilient optimism can: seeing the challenge clearly while still believing that action can make a difference.

10/27/2026

Once a child has gone to university, the funding challenges come into clear focus.

10/22/2026

AI is becoming part of everyday work whether business owners planned for it or not. The next challenge isn’t adoption. It’s learning how to manage an AI-enabled workforce.

10/15/2026

Thought you might like my latest newsletter - Maybe Balance is the Wrong Goal!

Enjoy, James

For years, we’ve been told we should strive for work-life balance. The idea sounds reasonable.

10/15/2026

Discover practical strategies for vertical integration, strategic expansion and scaling businesses that work together to increase profitability and long-term value.

10/13/2026

Advisors share how RESP funding and withdrawals can go wrong.

10/08/2026

Financial experts reveal the money mistakes they made in their 20s and the lessons they wish they had learned sooner.

10/07/2026

Wouldn’t life be great if your path is so well defined and so easy to know when you are off track?

Life is not always like this. There are always more priorities than time or energy.

Our clients partner with us to get back time and sort through priorities.

We’d love to do the same for you.

10/06/2026

Learn how gratitude can reshape your financial habits by helping you spend intentionally, save consistently and focus on what matters most.

Address

1000-1 Robert Speck Parkway
Mississauga, ON
L4Z3M3

Website

http://www.moorewhelanprivatewealth.ca/, https://www.ig.ca/en/legal/disclosures

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