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

06/03/2026

One-third of American adults are estimated to be grieving at any moment in time, and wellness resorts are offering them new (and communal) ways to heal.

05/31/2026

Share of mortgages using alternative lending practices doubled in recent years, with lenders trying to get more business in a stalled housing market

05/29/2026

From layoffs to IPOs, tech titans are positioning themselves for the next big battle over AI dominance.

05/27/2026

Understanding what qualifies as a legitimate tax deduction — and what doesn't — can help side hustlers avoid costly mistakes, reduce audit risk and keep more of their hard-earned income.

05/24/2026

Your remote employees are clocking in and out of their personal lives during the workday, whether you realize it or not.

05/22/2026

Daniel Akst says many of his retired friends were bored. So instead, he found a way to constantly learn new things and meet new people.

Scammers are targeting consumers and businesses every day, which makes staying informed more important than ever. Unders...
05/21/2026

Scammers are targeting consumers and businesses every day, which makes staying informed more important than ever. Understanding common scams, recognizing red flags, and knowing where to report suspicious activity can help protect both your finances and your peace of mind.

We believe one of the best safeguards is working with professionals you know and trust.

Explore helpful fraud prevention resources from the Government of Canada at the link below, or contact us and book a time to stop by our office. Meeting in person is a great first step in avoiding scammers!

🇨🇦 https://competition-bureau.canada.ca/en/fraud-and-scams

05/20/2026

Longevity planning misses out on the importance of community and connection, which research shows to be the best driver of health and a long life.

Women’s Financial Education SeminarsOur next session is on May 23, the topic is: Investments 101Join Jennifer for a welc...
05/19/2026

Women’s Financial Education Seminars
Our next session is on May 23, the topic is: Investments 101

Join Jennifer for a welcoming space to ask questions, share experiences, and gain valuable insights. Enjoy refreshments and learn strategies to help achieve your financial goals.

There is no cost to attend, but RSVP is required. Feel free to bring a friend!

📩 RSVP: [email protected]

05/17/2026

The bank is monitoring employment data closely for signs of a material impact on the labour market.

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Calgary, AB
T3K5C9

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