Powell and Associates Private Wealth Management

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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 to 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

Your 2026 Q3 statement is now available!If you have registered for Online Access, your statements and tax documents are ...
10/19/2026

Your 2026 Q3 statement is now available!
If you have registered for Online Access, your statements and tax documents are now available.

1️⃣ Login to Online Access at ig.ca
2️⃣ Click on 'Documents' from the webpage header
3️⃣ Choose your document type

Questions? Reach out! We are here to help

10/18/2026

One moonshot-taking billionaire had surprisingly conservative investment advice for the masses—stick to index funds.

Huge appreciation to Jenn, Ramona, and Anastasia from our team, who took a half day yesterday to volunteer at the Mustar...
10/16/2026

Huge appreciation to Jenn, Ramona, and Anastasia from our team, who took a half day yesterday to volunteer at the Mustard Seed, sorting clothing for those in need.

Their willingness to step up and serve our community is exactly the kind of leadership that inspires all of us.Proud of this crew. Jennifer Ruff-Powell and Associates Private Wealth Management Jenn Ruff

10/16/2026

Only 10% of people feel fully in control of their technology, a new study finds. Here's why that matters for workers and companies and what organizations can do.

We are jumping on the 80s AI trend, and apparently Jamie’s retirement plan (many years down the road) has him considerin...
10/15/2026

We are jumping on the 80s AI trend, and apparently Jamie’s retirement plan (many years down the road) has him considering a second career behind the drum kit.

Kidding aside, there might be something to the idea.

Retirement can create something many of us haven’t had in years: time. ⏳

What does fall forward feel like?

Rather than trying to imagine an entirely new version of yourself, think about the things you enjoyed before life got so busy. Music, sports, creating something with your hands, or a hobby you haven’t thought about in years.

Maybe you’ll rediscover something you love. Maybe you’ll realize you’ve completely outgrown it.

Either way, looking backward can sometimes help you figure out what your forward looks like.

🔗 https://www.powellpwm.com/book-meeting

#80

10/14/2026

A simple squeeze can give you information about your muscle strength and future health risks.

Women & Wealth: A Safe, Judgment-Free Space to Learn and Grow Money talk can feel intimidating but it doesn’t have to be...
10/13/2026

Women & Wealth: A Safe, Judgment-Free Space to Learn and Grow

Money talk can feel intimidating but it doesn’t have to be. If you've ever felt unsure, overwhelmed, or just not ready to dive into financial conversations, these sessions are for you.

Join us for a relaxed and welcoming conversation designed especially for women who want to build confidence around money — without pressure, without jargon, and absolutely without judgment.

☕ What to Expect:
• Friendly, approachable conversation
• Foundational financial insights
• Real talk, no jargon
• A supportive, judgment-free community
• Coffee and light refreshments

📅 October 17 | Decoding the Alphabet Soup of Investing

TFSA, RRSP, FHSA... it's easy to feel like the financial world speaks in acronyms. This month, we're decoding the alphabet soup of investing and savings accounts.

📅 October 17 | Decoding the Alphabet Soup of Investing

TFSA, RRSP, FHSA... it's easy to feel like the financial world speaks in acronyms. This month, we're decoding the alphabet soup of investing and savings accounts.

Join us as we explore what each account is for, how they're taxed, and how to use them strategically to support your goals, whether you're buying a home, building wealth, or planning for retirement.

📍 In person in Calgary
There is no cost to attend, but RSVP is required. Feel free to bring a friend!

📩 RSVP: [email protected]

Today, we’re especially grateful for the wonderful individuals and families we have the privilege of working with, and f...
10/12/2026

Today, we’re especially grateful for the wonderful individuals and families we have the privilege of working with, and for the communities we’re proud to be part of. 🙏

In the spirit of gratitude and giving back, Powell & Associates has made a donation to the Veterans Food Bank in support of Canadian veterans and their families.

To our clients, colleagues, friends and community, thank you for your continued trust and support.

Happy Thanksgiving!
🍂

10/11/2026

One of the easiest ways to create breathing room is to start with recurring bills, expenses you may be able to reduce without giving up the services you value.

10/09/2026

This is an issue common enough that it has its own name: sequence-of-returns risk. If a market slump hits the value of your assets before you need to cash out, you’re punished twice.

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Calgary, AB
T3K5C9

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