Paola Wortman - IG Wealth Management

Paola Wortman - IG Wealth Management Executive Financial Advisors- IG Wealth Management Inc. I help families navigate the financial and emotional complexities of wealth with clarity and compassion.

- Helping Families Turn Wealth Into Legacy -

I believe financial planning is the art of aligning wealth with direction, purpose, and meaning. My approach blends advanced tax and estate strategies with the personal side of planning—family values, legacy goals, and life transitions. Our multidisciplinary team serves multi-generational families, professionals, retirees, and business owners across Ca

nada. We provide fully integrated advice in wealth management, tax and estate planning, business valuation, and succession. Based in Moncton, NB, and licensed nationwide, we deliver the sophistication of a family office with the heart of a local, relationship-based practice.
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What Makes Us Different

We see financial planning as more than numbers—it’s about building a life of meaning, security, and impact. Partnering with our team means gaining a dedicated advisory group that understands the complexities of significant wealth—and how to protect and grow what matters most to you: your family, your business, your lifestyle, and your legacy. We offer:
✔️ Clarity in complexity: integrated strategies for wealth, tax, estate, and succession planning.
✔️ Tailored portfolio access: public markets, private investments, and exclusive mortgage solutions.
✔️ Strategic business support: annual valuations, M&A guidance, and continuity planning.
✔️ Generational planning: preserving both wealth and family harmony.
✔️ Collaborative ex*****on: working closely with your lawyers, CPAs, and trusted professionals. We serve clients who expect excellence, discretion, and a personalized approach—simplifying the details so you can focus on living the life you’ve built.
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Who Thrives Working With Us

Our team works best with people who value a proactive, relationship-driven approach to financial planning:
✔️ Long-term thinkers — who want to align their wealth with their goals and values.
✔️ Business owners & entrepreneurs — navigating growth, succession, or exit strategies.
✔️ Professionals & executives — seeking personalized, tax-efficient solutions.
✔️ Retirees & pre-retirees — ready to transition confidently into a new chapter of freedom and purpose.
✔️ Multi-generational families — balancing protection with harmony, preparing heirs, and fostering legacy conversations.
✔️ Community-minded individuals — inspired by generosity, philanthropy, or elevating financial literacy. We serve clients who understand that wealth is not just a measure of success—but a tool for creating continuity, security, and meaningful impact.
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Our Non-Profit Division

Our commitment to community extends beyond private client work. Through our Non-Profit Division, we provide free financial literacy workshops and educational initiatives designed to empower individuals, families, and organizations to make informed, confident financial decisions. We believe that financial literacy has the power to change lives—and that giving back through education is one of the most lasting legacies we can create together.
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Let’s Talk Legacy

Whether you’re preparing for retirement, selling a business, or creating a multi-generational plan, I can help you design a living plan—one that connects your financial success to your deepest values and the generations who will follow. Based in Moncton, NB | Serving families across Canada
[email protected]

Your life. Your wealth. Your legacy. Our team is here to help you thrive.

Every tree begins as a seed. Every legacy begins as a decision.What we nurture today may become shade for someone else t...
05/31/2026

Every tree begins as a seed. Every legacy begins as a decision.
What we nurture today may become shade for someone else tomorrow.

https://event.on24.com/wcc/r/5272382/27033D008A2493C47BECD7647366FEE6?partnerref=RO40Paola_Wortman As I prepare for an u...
05/26/2026

https://event.on24.com/wcc/r/5272382/27033D008A2493C47BECD7647366FEE6?partnerref=RO40Paola_Wortman

As I prepare for an upcoming conversation on entrepreneurship, succession, and generational wealth featuring Andre Desmarais and Claude Paquin, I found myself reflecting on this moment in my garden.
This tree did not appear overnight.
Years ago, it was small enough to fit in my hands. Fragile. Easy to overlook. It needed water before there were signs of growth. Protection before there was shade. Patience before there was fruit.
Today, my son sits beneath it.
And every time I look at this moment, I’m reminded that legacy is built exactly the same way. Not through one dramatic decision. Not through quick wins. And rarely by accident.
But through years of consistent choices: showing up, building, sacrificing, reinvesting, planning carefully, protecting what matters, and continuing forward long before the results become visible.

As business owners, entrepreneurs, and parents, many of us spend decades building something meaningful: A company. A reputation. A life. Opportunities for the next generation.
But eventually, the real question emerges:
What will remain because we were here?
Not only financially - But relationally. Emotionally. Generationally.

Will future generations simply inherit assets?
Or will they inherit wisdom, structure, values, vision, and stewardship?

This is why conversations around succession, entrepreneurship, leadership, and generational wealth matter so much. Because wealth is never only about wealth.
It is about continuity. Responsibility. Stewardship. And creating something strong enough that future generations can flourish because of it.

That is one of the reasons I’m genuinely looking forward to the upcoming conversation hosted by IG Wealth Management featuring André Desmarais, Deputy Chairman of Power Corporation of Canada, and Claude Paquin.
Topics will include:
• The entrepreneurial mindset behind long-term success
• Building businesses and family legacies that endure
• Succession and generational wealth transfer
• Strategic thinking during transitions and uncertainty
• The realities facing Canadian entrepreneurs today

Gardens teach this beautifully. You cannot force growth.
But you can create the environment where growth becomes possible.
You prepare the soil. You think in seasons.
And sometimes, you plant trees knowing someone else will one day sit under their shade.
That, to me, is legacy.

registration link: https://event.on24.com/wcc/r/5272382/27033D008A2493C47BECD7647366FEE6?partnerref=RO40Pa ola_Wortman
Thursday, June 4, 2026
12:00 PM CDT
Virtual Event

What We Build Today Shapes their TomorrowThis tree did not appear overnight.Years ago, it was small enough to fit in my ...
05/26/2026

What We Build Today Shapes their Tomorrow

This tree did not appear overnight.

Years ago, it was small enough to fit in my hands. Fragile. Easy to overlook. It needed water before there were signs of growth. Protection before there was shade. Patience before there was fruit.

Today, my son sits beneath it.

And every time I look at this moment, I’m reminded that legacy is built exactly the same way.

No dramatic decision. Not through quick wins. Not by accident.

But through thousands of quiet choices nobody sees: showing up, building, sacrificing, planning, protecting, reinvesting, staying faithful, and continuing forward even when the harvest still feels far away.

As business owners and families, we often spend years focused on growth, building companies, managing responsibilities, creating opportunities, carrying risk, and trying to provide a better future for those we love. But eventually, a deeper question emerges: What will remain because we were here? Not only financially. But relationally. Emotionally. Spiritually. Generationally.

Will the people we love inherit assets? Or will they inherit wisdom, structure, stability, values, and vision?

The older I get, the more I realize that true wealth is not measured only by what we accumulate. It is measured by what continues to grow long after us. A healthy family. A strong business. A peaceful transition. Children who feel secure. Values that survive success. Wisdom that gets transferred, not lost.

In my work with business owners, professionals, and multi-generational families, I often see extraordinary effort put into building wealth, but far less intentionality around preparing the next chapter of that wealth. And yet, succession is not a future event. It is something we prepare for every day by the way we lead, communicate, organize, and steward what has been entrusted to us.

Gardens teach this beautifully.

You cannot force growth. But you can create the environment where growth becomes possible.

You prepare the soil. You remove what chokes life. You protect what is still fragile. You think in seasons. You plant trees knowing someone else may one day sit under their shade. That, to me, is legacy: building something strong enough, healthy enough, and intentional enough that future generations can flourish because of it.

What we build today shapes their tomorrow.

And perhaps one of the greatest privileges we have in this life is the opportunity to plant wisely while we still can.

Yours,

Paola

Believe it or not, a strong portfolio review is not just about returns.It is about making sure every part of your financ...
05/25/2026

Believe it or not, a strong portfolio review is not just about returns.

It is about making sure every part of your financial life is aligned with your goals, your values, and your long-term vision.

That is why we offer complimentary portfolio reviews. No cost. No pressure. Just a thoughtful conversation to uncover where you stand today and what adjustments could help you move forward with confidence.

Your future deserves clarity, not guesswork.

Book your portfolio review today!

[email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]/?ismsaljsauthenabled=true

There is no shortage of financial advice. Open a browser, and you will find a thousand strategies promising results. But...
05/18/2026

There is no shortage of financial advice. Open a browser, and you will find a thousand strategies promising results. But here is the truth: without values, strategy is just noise.

When you do not know what matters most, you risk building a plan that is technically sound but emotionally hollow. You may accumulate wealth, but you may not find fulfilment.

This is why values must come first. Before the accounts, before the strategies, before the products. Only then do the tools have meaning. Only then does the plan feel sustainable.

In Rooted in Success, I walk you through the questions that uncover those values. Once you answer them, your financial decisions become clearer, and your strategies become far more effective.

Start here → https://mailchi.mp/867cb32b462b/rootedinsuccess

Most financial goals get easier when cash flow improves.Debt management isn’t only about getting rid of balances- it’s a...
05/13/2026

Most financial goals get easier when cash flow improves.

Debt management isn’t only about getting rid of balances- it’s about freeing up monthly capacity so you can save, invest, and handle surprises without panic.

Read the article here: https://www.ig.ca/en/insights/debt-management-guide

If you want help creating a cash flow plan that works for your real life, send me a message.

The best financial strategies are built on clarity. A portfolio review gives you the chance to pause, take stock of wher...
05/11/2026

The best financial strategies are built on clarity. A portfolio review gives you the chance to pause, take stock of where you are, and make sure your investments are still working for the life you want.

There is no hidden agenda here. No cost. No pressure. Just experienced advisors who want to help you gain perspective, explore opportunities, and feel supported in every decision.

Because peace of mind is one of the most valuable returns of all.

Book your portfolio review today!
[email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://outlook.office365.com/book/[email protected]/?ismsaljsauthenabled=true

Money in Motion: A Reflection on Hope.What an incredible evening at the Teen Challenge Canada gala. Beyond the numbers, ...
05/09/2026

Money in Motion: A Reflection on Hope.

What an incredible evening at the Teen Challenge Canada gala. Beyond the numbers, I saw the restoration of our society, one life at a time. It was a privilege to share this night with my husband and friends like CEO of Branscombe and his wife, Joanne.

To me, legacy isn't just about what we leave behind, it's about the "ropes we throw" to others today.

Money in Motion: Why Restoration is the Ultimate Legacy
Money has power.

Last night, I had the privilege of attending the Teen Challenge Canada Annual Gala Banquet. It was an evening that profoundly shifted my perspective on what "legacy" really means.

In my practice, we speak daily about legacy. Usually, it’s through the lens of structure: protecting a family’s future or ensuring the continuity of a business.
But last night, I witnessed a living legacy: money in motion.

Beyond the Transaction
When I say I saw money in motion, I don't just mean capital moving from a donor to a non-profit. I mean I saw the restoration of our society, one life at a time. I saw the raw power of wealth used to rebuild future leaders, professionals, and business owners who were once headed toward hopelessness, but are now being empowered to become the best versions of themselves.

"Throwing Ropes" and Value-Transfer
One testimony stayed with me: a speaker's desire to “throw ropes into the pit I was once in.”

In generational wealth planning, we often focus on transferring assets. But the most critical transfer is actually values. Seeing successful leaders give back is the exact type of value-transfer I help families facilitate for their own children. It is the realization that our wealth is at its most powerful when it is used to lift others up, creating a cycle where those we help today become the ones who help others tomorrow.

Community in Action
It was wonderful to share the evening with my husband and so many dedicated community leaders investing in the human capital of our community was truly inspiring.

Together, we raised over $219,000 in a single evening (including a staggering $59,000 from the dessert auction alone!). These dollars are an instrument of hope, healing, and dignity.

Last night reminded me that money, in the right hands and guided by the right values, is one of our greatest tools for good. It doesn't just build portfolios; it builds a future for us all.

Thank you, Matthew Barbour and Glen Smeltzer, for your leadership and for showing us the heart behind this incredible program.

Most high-net-worth families don’t have a money problem; they have a 'connection' problem. We spend our lives building s...
05/06/2026

Most high-net-worth families don’t have a money problem; they have a 'connection' problem.

We spend our lives building successful businesses, diverse portfolios, and solid estates, yet we often leave these assets standing in isolation, like silos in a field.

When your mortgage doesn’t 'talk' to your tax plan or your business exit strategy, you aren't just losing efficiency; you're losing optionality.

Here is why the 'best rate' is often the most expensive mistake a complex family can make, and how to start building bridges instead of silos:

*** The House of Silos ***

When you walk through a well-designed home, you don’t think about the rooms as separate entities. You expect the kitchen to lead to the dining area. You expect hallways to connect life’s different spaces.
The value is in the flow.

Yet when I look at the financial lives of many families, I don’t see a cohesive home. I see a collection of silos.

A Business Silo. An Investment Silo. An Insurance silo. A Tax Silo. Retirement Silo. Cash flow Silo. A Mortgage Silo. A pile of legal documents silo.

Each silo is built with discipline and intention, but they stand alone, unconnected.

--> The Transactional Trap
The industry often treats a mortgage as something to revisit every few years, primarily through the lens of rate.

But for families building something more complex, a mortgage is not just a loan. It becomes part of the structure that supports everything else. When treated as a transaction, something important is lost: Flexibility. Alignment. Optionality.

A “good” rate may look efficient on paper but if it doesn’t adapt when life evolves, it can quietly become restrictive at the exact moment you need it most.

--> The Strategic Shift
Over time, the conversation begins to change from “What is the rate?" to “What is the result?”

This becomes especially important as financial lives grow more complex, whether through business ownership, investments, or multi-generational planning.

Investment Liquidity: Is your capital tied up in your home, or is your structure allowing you to act when opportunities arise?
Business Alignment: Does your mortgage timeline support your broader plans or create friction during a transition?
Growth Architecture: Does this decision expand your options, or limit them?

--> Coordination Is the Rare Ingredient

Effort is common. Intention is everywhere. COoordination is what turns a collection of decisions into a strategy.
This is where real value is created, not in individual solutions, but in how everything works together.

Note: Most people have a mortgage. Very few have a strategy.

If you’re renewing, refinancing, or simply want a second look at how your mortgage is structured, it may be worth reviewing how it fits into your broader financial life.

Even small adjustments can create more flexibility than most people realize.
If this is something you’ve been thinking about, I’m always open to a conversation.

And if you’d like a deeper perspective, this article is a good starting point:
🔗 https://www.ig.ca/en/insights/the-difference-between-a-mortgage-and-a-mortgage-strategy

For new investors, “the stock market” can feel like a loud, chaotic place.This article brings it back to basics: a stock...
05/06/2026

For new investors, “the stock market” can feel like a loud, chaotic place.

This article brings it back to basics: a stock is partial ownership in a company. Returns can come from dividends and/or capital gains, and where you hold your investments (registered vs non-registered) can change the tax impact.

I also like how it frames the decision-making: you’re not just picking tickers, you’re choosing a strategy that fits your timeline, goals, and risk tolerance.

If you’re building confidence as an investor, the most powerful thing you can do is understand the mechanics, then simplify your next step.

This is a thorough guide if you want to feel less overwhelmed and more capable.

Read the article here: https://www.ig.ca/en/insights/how-to-invest-in-stocks-in-canada

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E1C1H9

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