O'Donnell Private Wealth Management

08/25/2026

What are the markets telling us that the headlines aren't? Despite ongoing concerns around tariffs and trade, Philip Petursson, Chief Investment Strategist at IG Wealth Management, pointed to a market supported by solid earnings and healthy fundamentals. It's a useful reminder that uncertainty and opportunity often exist at the same time. Watch now: https://ow.ly/NA4N50ZFmbj

07/29/2026

More than two-thirds of Canadians (68%) say charitable giving matters in their estate plan, yet just two-fifths have ever discussed it with a financial advisor, lawyer or notary. The conversation is the first step toward making your legacy count. Now’s the time to chat with an IG Advisor.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/3WvF50ZqTKt

Source: IG Wealth Management Annual Estate Planning Study

07/23/2026

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap between intention and action is real. An estate plan isn’t just for the wealthy; it’s for anyone who wants their wishes honoured. Now’s the time to discuss your estate plan with an IG Advisor.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/7zWs50ZqTl9

Source: IG Wealth Management Annual Estate Planning Study

07/14/2026

Discover the different ways that professional money managers’ expertise, advanced tools and investment options can help improve your portfolio. Read More: https://ow.ly/vaIm50Zm141

06/29/2026

Still time to listen: Philip breaks down why the loonie has fallen almost 5% against the U.S. dollar, and why the widening interest rate differential between Canada and the U.S. could mean further weakness ahead. Listen now:https://www.ig.ca/en/insights/podcast Subscribe, rate and review now.

06/23/2026

As peace broke out, the Fed dug in. Read our commentary to get our insights on this week’s markets. https://ow.ly/lwIi50ZeIGx

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/ZbSK50Za9W3 Subscribe, rate and review now.

06/05/2026

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