Powell and Associates Private Wealth Management

Powell and Associates Private Wealth Management IG Wealth Management Inc. mutual funds division
Disclosure: https://www.investorsgroup.com/en/legal/disclosures Why develop a financial plan?

Jamie Powell embarked on his career because he wanted to work with individuals one on one, customizing each plan to their specific needs. It shouldn’t be about high pressure tactics or quick decisions. You should remain in control of your decisions and your financial planner should be the high performance vehicle that gets you there on time and with quality components. Every family he has spoken t

o has had different and unique financial goals. Yet they all have one thing in common – a desire to reach for and achieve their financial dreams. Jamie can analyze your current situation and identify opportunities that can be exploited in order to more efficiently accomplish your specified financial goals. Moreover, his analysis will help to identify problems that may be acting as obstacles or preventing you from achieving those goals. Problems must be identified before solutions can be established. By tailoring a full comprehensive financial plan to your situation, Jamie can achieve this, plus generate an Action Plan that is both realistic and timely,ensures accountability and keeps you on track. What hurts investors is many listen to their heart, not their head. Investors tend to make finanical decisions based on their emotions and then rationalize intellectually. Jamie can help you avoid this pitfall. By developing a financial plan, you and your family will:

•Take control of your financial future.
•Set realistic, attainable retirement, education, insurance and major purchase goals.
•Have the necessary financial resources to fund these goals as they occur.
•Reduce the effect of negative events in your life, such as disability, layoffs, death, etc. James (Jamie) Powell, CFP, EPC
Senior Financial Consultant
Office:403-220-9654 x267

09/02/2026

In a cutthroat white-collar talent market, lawyers and bankers are listing quirky side pursuits like ‘building birdhouses’ and ‘hot dog eating.’

🚨 A reminder that eligible Albertans can now apply for the new $100 Alberta Energy Rebate until September 30, 2026. If ...
08/31/2026

🚨 A reminder that eligible Albertans can now apply for the new $100 Alberta Energy Rebate until September 30, 2026.

If you have filed your 2025 tax return, and your household income is $225,000 or less, it's worth checking your eligibility: https://conta.cc/4wtNGuU

08/30/2026

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

08/28/2026

Vous voulez croître. Les activités ne sont pas difficiles. Votre capacité à leur faire face et à nouer une relation de confiance avec les activités est ce sur quoi vous devez travailler.

Planning for your child's future starts with understanding what's possible.The RESP financial calculators work out your ...
08/27/2026

Planning for your child's future starts with understanding what's possible.

The RESP financial calculators work out your RESP savings. See how much your savings can grow in your RESP over 18 years, compared to contributing for shorter periods.

Try our RESP calculator: https://conta.cc/4fKok50

08/26/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Jennifer Ruff-Powell and Associates Private Wealth ManagementJenn RuffJamie Powell

https://lnkd.in/gZAEqXVh

08/26/2026

Apps may have made bill-splitting math easier, but they haven't made etiquette any clearer.

08/25/2026

Have you ever noticed how Boomers and Gen X seem to think about retirement differently?

Alot of it comes down to one thing: direction.

Jamie explores how our approach to retirement is changing and why understanding where you’re headed can make all the difference.

08/23/2026

After she was laid off last year, Lynn Lee began an odyssey to find her way back to employment. “Don’t give up.”

08/21/2026

Individual investors are sitting on a mountain of cash. There is over $3 trillion in retail money-market funds, hovering around a record high. The risk there is that the yield on cash won’t keep pace with inflation.

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Calgary, AB
T3K5C9

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