Christy Kelly - IG Wealth Management

Christy Kelly - IG Wealth Management CERTIFIED FINANCIAL PLANNER, Registered Retirement Consultant,
Master Financial Advisor - Philanthropy
IG Wealth Management Inc. Retirement planning.

Divorce strategies. Pension options. Legacy planner. Virtual/in person appts available CERTIFIED FINANCIAL PLANNER ®
Investors Group Financial Services Inc. Creating wealth. Protecting income. Preserving estates. Legacy focused.

*Will your retirement savings last?
*Is your income protected from illness or disability?
*Is the value of your estate protected?
*Are you maximizing tax saving strategie

s to meet all your wealth transfer and charitable legacy wishes?
*Do you have guaranteed income that you can never outlive? With 20+ years of trusted experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries. I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, foundations, corporations, executives, professionals, and business owners. With gratitude and kindness always.

The cost of putting your kids in summer camp can be surprisingly high. Thankfully, there are ways to keep the kids occup...
06/17/2026

The cost of putting your kids in summer camp can be surprisingly high. Thankfully, there are ways to keep the kids occupied throughout the summer, without breaking the bank. Read More: https://ow.ly/GBfF50ZcHqG

Still time to listen: Philip explains why most central banks are running above their inflation targets, and what that me...
06/16/2026

Still time to listen: Philip explains why most central banks are running above their inflation targets, and what that means for your portfolio as bond yields keep climbing. Listen now: https://ow.ly/xCmB50ZbWjV

Subscribe, rate and review now.

AI dipped, U.S. inflation spiked, Canada held. Read our commentary to get our insights on this week’s markets. https://o...
06/15/2026

AI dipped, U.S. inflation spiked, Canada held. Read our commentary to get our insights on this week’s markets. https://ow.ly/jIpm50ZbWjF

06/14/2026
Philip makes the case that the economic boom is real, but so is the price that comes with it. He also discusses why the ...
06/11/2026

Philip makes the case that the economic boom is real, but so is the price that comes with it. He also discusses why the most important number this week isn't a stock price. Listen now: https://ow.ly/642Y50Zaxo9 Subscribe, rate and review now.

Discover how life insurance works, the different types of life insurance available in Canada, how much it costs and whet...
06/10/2026

Discover how life insurance works, the different types of life insurance available in Canada, how much it costs and whether you need it. Read More: https://ow.ly/F5wu50Z9ULU

06/09/2026

The second event in our IG 100th anniversary series with André Desmarais and Claude Paquin on entrepreneurship and building lasting legacies was exceptional. The insights they shared about the entrepreneurial mindset, strategic planning and how successful business principles apply to wealth building were incredibly valuable. Watch the full session here: https://ow.ly/Um6n50Z9mae

In case you missed it: Ashish breaks down what 76 years of market history say about inflation and stocks, and why modera...
06/09/2026

In case you missed it: Ashish breaks down what 76 years of market history say about inflation and stocks, and why moderate inflation has historically been a much better environment for investors than you might think. Listen now: https://ow.ly/MzSY50Z9m8j

Subscribe, rate and review now.

06/08/2026

Join us for part three of our IG 100th anniversary event series on June 18 at 8:00 p.m. ET. Hear from two of Canada’s most beloved cultural icons, Rick Mercer and Alan Doyle, in a special celebration featuring stories, laughter, music, and reflections on what makes Canada unique. This milestone event honours a century of helping Canadians achieve financial confidence. Register now: https://ow.ly/Ct2550Z82vv

The Saugeen Shores IG Walk for Alzheimer’s took place on Saturday, May 30th around Fairy Lake, with the path perfectly l...
06/05/2026

The Saugeen Shores IG Walk for Alzheimer’s took place on Saturday, May 30th around Fairy Lake, with the path perfectly lined with Forget-Me-Not flowers. We walk to build a future where no one has to face this journey alone.
Thank you for all who walk, support and volunteer to lead the way.

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594 Goderich Street
Port Elgin, ON
N0H2C1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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