Donna Gehmlich, CFP - IG Wealth Management

Donna Gehmlich, CFP - IG Wealth Management Senior Financial Consultant, IG Wealth Management Inc. Specializing in values based financial planning, sustainable investing, and philanthropic strategies.

IG Wealth Management Inc.

My teammate, Hal Simonson.Giving back isn't just for the wealthy. Regular folks can do it too.
01/06/2026

My teammate, Hal Simonson.
Giving back isn't just for the wealthy. Regular folks can do it too.

HAL SIMONSON"Everybody knows about the Gates Foundation, the Rockefeller Foundation, but those are all billionaires. Individuals like you and I can do this work, too. The feedback from my clients has been consistent: ‘I didn't know this was possible until you told me how."Hal Simonson remembers hi...

My teammate, Hal simonson, completed this video earlier in the year. I think it showcases the good work that our team do...
12/17/2025

My teammate, Hal simonson, completed this video earlier in the year. I think it showcases the good work that our team does and highlights one of the reasons I chose to work with them. Give it a watch!!

🎤In this episode of SHifT, I have the pleasure of speaking with Hal Simonson, IG Wealth and author of “How to give like a Billionaire when you’re not a Bill...

Hosted some clients at last night's Oilers game against Buffalo. We also visited the Hall of Fame Room, everyone had a r...
12/10/2025

Hosted some clients at last night's Oilers game against Buffalo. We also visited the Hall of Fame Room, everyone had a really good time. The only thing that could have improved the night would have been winning in overtime.

Interesting numbers. Anecdotally I've noticed a shift away from alcohol within my group of friends. I want aware that it...
10/16/2025

Interesting numbers. Anecdotally I've noticed a shift away from alcohol within my group of friends. I want aware that it was as widespread as this.

US Alcohol drinking is at lowest level since 1939 surveys at 54% (down 8pp from 62% in 2023). But why are Republicans drinking less than Democrats now?? (46% vs 61%) Theories welcome! from Gallup: "Young adults had already become less likely to report drinking alcohol a decade ago, but that trend ha...

Community is so important to our mental and physical health!"Our love and strength for each other is much bigger than an...
09/11/2025

Community is so important to our mental and physical health!

"Our love and strength for each other is much bigger than any barriers"
- Selma Blair

Community is very important for our mental and physical health.

For all those cat lovers out there 🥰
08/21/2025

For all those cat lovers out there 🥰

Amersfoort, 31 miles southeast of Amsterdam, currently intends to build "hundreds" every year of these life-saving features.

I’m thrilled to share that I’ve joined IG Private Wealth Management, where I’ll be working alongside a team of passionat...
08/06/2025

I’m thrilled to share that I’ve joined IG Private Wealth Management, where I’ll be working alongside a team of passionate professionals dedicated to sustainable investing and philanthropic planning.

This new chapter allows me to align my work with values that matter deeply to me—helping clients build wealth responsibly while making a positive impact in their communities and beyond.

Grateful for this opportunity, and excited for what’s ahead!

01/28/2025

Hey everyone,

Thank you all for the incredible support and kind messages after my last post. Your words truly mean the world to me.

Continuing on my journey of self-care and mental health, I've realized how vital it is to incorporate daily practices that help maintain balance. Small actions can make a big difference! Whether it's a morning meditation, a walk in nature, or simply taking a few minutes to breathe deeply, these habits have had a profound impact on my well-being.

Just as important as taking care of our mental health is ensuring we have solid financial plans in place. Financial stress can take a toll on our overall well-being, and having a plan can provide peace of mind. For example, I recently decided to downsize my home to help reduce financial stress. This decision has not only eased my financial burden but has also given me a newfound sense of freedom and balance.

I'd love to hear what practices you all find helpful for maintaining balance, self-care, and financial wellness. Let's continue to support each other and create a community of well-being together.

Much love and gratitude,

Send a message to learn more

01/27/2025

Hello everyone,

It’s been a minute since I’ve posted anything here. I’ve been on a bit of a break to focus on my mental health, and I’m feeling much stronger now. It was a challenging time, but taking care of myself was necessary and so worth it. This experience taught me the importance of balance and self-care.

Just like we need solid financial plans, we also need to look after our mental health to tackle life's ups and downs. I’m excited to bring this new perspective into everything I do moving forward.

Thank you all for your support.

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My Why

I started my journey into financial planning nearly 28 years ago when I walked into my own branch as a young adult wanting to invest a small amount of money I recently came into. My experience was very disheartening and, sadly, not isolated. A decade later things had still not changed much in the banking world. That is when I decided to I wanted to help people by making the investment process simpler, so I started taking financial planning courses which eventually lead to my obtaining my CFP designation (Certified Financial Planner) in 2008.

Since then I have worked with a diverse group of people to help them understand what it means to have a financial plan, and coach them to and through their retirement. My role has evolved and goes beyond simply investment planning to now include socially conscious investing, so my clients are making a difference while they are growing their legacy.