O'Donnell Private Wealth Management

05/20/2026

Canada’s financial landscape is evolving, and so are Canadians’ priorities when it comes to their legacy. IG Wealth Management’s latest estate planning study reveals a clear gap between intention and action: 84% of Canadians say having an estate plan is important, yet fewer than half have one in place.

Even among those who do, important conversations are being missed. While 68% believe charitable giving should be included in an estate plan, only 40% have discussed how to incorporate it.

At IG, we’re focused on helping close these gaps by giving Canadians the guidance and strategies they need to protect their legacy, support the causes they care about and make their wishes clear.

Learn more: https://ow.ly/J9l350Z2cEi

05/14/2026

04/30/2026

Estate planning isn’t just writing a will. Learn how it can protect your wealth throughout life’s biggest changes. Join Dan McPherson, Director of Private Wealth Experience at IG, Alex Gauthier, Co founder of ClearEstate, and Sara Hillier, Head of Estate Planning at ClearEstate, alongside other wealth and legacy planning experts, to learn more. Register now: https://ow.ly/IRHq50YRjl9

04/08/2026

Aurèle Courcelles, Vice-President of Tax and Estate Planning, IG Wealth Management shares insights on key considerations for Canadians as the income tax filing deadline approaches. Watch now: https://ow.ly/gVu150YEW9V

03/27/2026

Older Canadians often become the targets of financial scammers. Learn how to spot a scam and how to protect yourself or your older loved ones from becoming a victim. Read more: https://ow.ly/RoBa50YvOop

03/18/2026

It’s never been easier to check up on your portfolio’s performance. However, monitoring your assets more than a few times a year can be stressful and lead to a weaker performance. Here’s how to break the habit. Read More: https://ow.ly/mpqi50YpEIQ

03/11/2026

Losing a spouse is overwhelming, and stepping into their financial role can feel even heavier. This article breaks down the essential first steps for taking over money management after a partner’s passing—practical guidance, gentle reminders, and a roadmap to help you regain clarity during an incredibly difficult time. A must‑read for anyone navigating this transition.

If you’ve never managed the household finances and your spouse suddenly dies, it can be overwhelming doing it by yourself. Here’s how to make it easier.

03/04/2026

Philip explores the significance of the Strait of Hormuz for global energy supply and the markets. Listen now: https://ow.ly/4oMU50YoHZI

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