Angela Rose PFP IG Wealth Management

09/01/2026

I love being part of such a vibrant community. What local event or activity are you looking forward to this month?

08/31/2026

Some conversations may be difficult to start, but they can make all the difference when it comes to planning for the future.🤍

Join us for an intimate High Tea Seminar featuring Maggie Cavalier from Dying With Dignity Canada as we explore Medical Assistance in Dying (MAiD) and the importance of having thoughtful conversations around end-of-life planning.

Following the presentation, you’ll have the opportunity to work through a guided planning workbook alongside our wealth advisors—creating space to reflect, ask questions, and put your wishes into perspective.
📍 Mackie Lake House
📅 September 10, 2026
☕ High Tea Seminar

Planning for the future isn’t always an easy conversation, but it can be one of the most meaningful gifts we give ourselves and our loved ones.

🪑Reserve your seat by sending me a message.📩.

08/27/2026

Back-to-school season is here, and so is the markets’ year-to-date report card. Join us Sept. 10.

Register for Back to school: grading the markets and looking ahead on September 10 at 6 p.m. CT where Ashish Utarid and Philip Petursson will share their perspectives on the market story of 2026 and what investors should be watching as we head into the fall.

‌As summer winds down and investors prepare for the final stretch of the year, many are asking the questions: what have the markets taught us so far in 2026? What risks and opportunities could shape the months ahead? And how should portfolios be positioned heading into year-end?

Our fall market outlook webinar will cover:
🔹The year-to-date report card: grading market performance in 2026
🔹Key risks and opportunities heading into the fall
🔹Portfolio positioning for the remainder of the year

Link to register: https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fevent.on24.com%2Fwcc%2Fr%2F5403315%2FBA217117B0FB9663A6F8B592D87F19B2%3Fpartnerref%3DROXXFirst_Last_Name&data=05%7C02%7CJenny.Agar%40ig.ca%7C5bd245379f4e4e30b03508df04516c12%7Cdc411c631f524491bb51c4d215a1de23%7C0%7C0%7C639234419961428267%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=cpnx8tI0oAnGGVYWG0gkdU3Yj8mSTCuTzaOgF1DEGVs%3D&reserved=0

‌At the end of the discussion, there will also be a virtual Q&A session.

08/25/2026

Speaker Award Sponsor💎
Sattu Mahapatra
Angela & Megan - IG Wealth Management
Angela Rose PFP IG Wealth Management

TEDx Kalamalka Lake is proud to recognize IG Wealth Management Vernon BC as our Speaker Award Sponsor.

Community events like TEDx Kalamalka Lake are made possible through the support of people and organizations who believe in local voices, meaningful ideas, and the power of shared conversation.

As our Speaker Award Sponsor, IG Wealth Management Vernon BC helps us celebrate the speakers who are bringing their stories, research, creativity, and perspectives to this year’s stage.

Thank you to IG Wealth Management Vernon BC for supporting TEDx Kalamalka Lake 2026 and helping bring What We Carry to life in Vernon.
Join us on November 3, 2026 at the Vernon & District Performing Arts Centre.

Tickets are available now. Reserve your seat through Ticket Seller:
https://www.ticketseller.ca/tickets/event/what-we-carry

08/25/2026

Financial wellness isn’t just about numbers. It’s about creating options, reducing stress, and building confidence for the future💙.

08/20/2026

One of the most rewarding parts of my work is helping clients gain clarity and confidence about their financial future.

Money can often feel overwhelming, especially when you're balancing competing priorities like raising a family, planning for retirement, saving for education, managing debt, or preparing for life's unexpected moments. Having a clear plan can make all the difference.

Every client's journey is unique, and I’m grateful to be part of theirs. There is no one-size-fits-all approach when it comes to financial planning. That's why I take the time to understand each person's goals, values, and vision for the future before building a strategy that supports what matters most to them.

I feel incredibly grateful to walk alongside my clients through life's milestones, celebrations, challenges, and transitions. Seeing someone move from uncertainty to confidence, knowing they have a plan in place and a partner they can rely on, is what makes this work so meaningful.

Thank you to all of my clients for trusting me to be part of your journey. It's a privilege I never take for granted.

If you're looking for guidance and would like to create a financial plan that aligns with your goals, I'd love to connect and start the conversation💛.

📲250-558-8186

08/18/2026

🎓Have You Planned for Your Children's Education?

For many parents, helping their children pursue post-secondary education is an important goal- but knowing how much to save, when to start, and which options make sense can feel overwhelming.

To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips to help Canadians make more informed decisions about their financial future.

One area worth thinking about? Planning ahead for your children's education.

Starting early can give you more time to build education savings while creating a plan that works alongside your other financial priorities.

Whether your children are toddlers, in school already, or getting closer to graduation, it's never a bad time to review your education savings strategy.

💬Have questions about your options? Let's chat. I'd be happy to help you explore how education savings can fit into your overall financial plan.

08/14/2026

Some conversations may be difficult to start, but they can make all the difference when it comes to planning for the future.🤍

Join us for an intimate High Tea Seminar featuring Maggie Cavalier from Dying With Dignity Canada as we explore Medical Assistance in Dying (MAiD) and the importance of having thoughtful conversations around end-of-life planning.

Following the presentation, you’ll have the opportunity to work through a guided planning workbook alongside our wealth advisors—creating space to reflect, ask questions, and put your wishes into perspective.

📍 Mackie Lake House
📅 September 10, 2026
☕ High Tea Seminar

Planning for the future isn’t always an easy conversation, but it can be one of the most meaningful gifts we give ourselves and our loved ones.

🪑Reserve your seat through the link in my bio.
Or sent me a message.📩

08/13/2026

Back-to-school season is approaching! Have you reviewed your RESP contributions this year?

Every contribution helps support future opportunities for the next generation💙.

Give me a call today to chat more📲250-558-8186

08/11/2026

One of my favorite things about living in the Okanagan is making memories outdoors with family and friends. ☀️

What has been the highlight of your summer so far? I’d love to hear in the comments!