Sherri Lund PFP Senior Consultant, IG Wealth Management

Sherri Lund PFP Senior Consultant, IG Wealth Management As a financial planner, I can help you to set financial goals based on what matters to you.

My approach is holistic, I look at what you own and what you owe to ensure you are building long term financial stability.

Reconnect, find out what's new and hear what's next!
09/03/2026

Reconnect, find out what's new and hear what's next!

Women often need to save more money for their future than men, but too few of them are succeeding. Here’s how you can bo...
09/03/2026

Women often need to save more money for their future than men, but too few of them are succeeding. Here’s how you can boost your long-term savings. Read the full article: https://ow.ly/VHJI50ZBsel

🎉 Due to Popular Demand, We've Opened a Second Night! 🎉 🥂Women, Wealth & Legacy Vision Board NightCreate your vision. Ex...
09/02/2026

🎉 Due to Popular Demand, We've Opened a Second Night! 🎉

🥂Women, Wealth & Legacy Vision Board Night

Create your vision. Explore your future. Connect with other women.

✅ Build your own vision board
✅ Refreshments provided
✅ Meaningful conversations about life, wealth & legacy

📅 Sept. 22, 2026
📅 Oct. 6, 2026

Seats are limited. Register today to reserve your spot:

🔗 https://forms.cloud.microsoft/r/pbKUtmHERW?origin=lprLink

Protecting What You've Built. Planning What's Next.

Canadian business owners are trying to hold margins while costs keep moving underneath them. It’s now becoming a valuati...
09/02/2026

Canadian business owners are trying to hold margins while costs keep moving underneath them. It’s now becoming a valuation problem, in addition to an operating problem. Read our Q2 newsletter for more business-owner insights. https://ow.ly/cH2E50ZEM7N

09/01/2026

IG offers top-performing investment solutions, built using world-class money managers, along with expert integrated financial planning to help you confidently reach your financial goals. https://ow.ly/WZOW50ZEMbb

Fun Fact: Women spend years helping everyone else build their future.Supporting children. Growing businesses. Caring for...
08/31/2026

Fun Fact: Women spend years helping everyone else build their future.

Supporting children. Growing businesses. Caring for parents. Strengthening communities.

At some point, it's worth asking: "Who's helping build yours?"

Now's a great time to start building yours.

💡 Protecting what you've built. Planning what's next.

08/30/2026

From lowering your final tax burden to distributing your estate more fairly, insurance is a great estate planning tool. Contact me to discuss your options.

Planning your next Holiday?🏖️ Fun Fact: Many people spend more time planning a two-week vacation than they do planning a...
08/29/2026

Planning your next Holiday?

🏖️ Fun Fact: Many people spend more time planning a two-week vacation than they do planning a retirement that could last 20 to 30 years.

💡 Retirement is about more than numbers. It's about family, experiences, travel, and having the confidence to enjoy what's ahead.

Let's create a plan that supports the life you want to live, without losing sight of the things that matter most.

Protect what you've built and plan what's next. 🍂

Photo below of when I did a Mediterranean cruise with my mom, and her bestie Judy.

Each quarter, we examine how Canadian business owners can navigate market shifts, valuation dynamics and other strategic...
08/29/2026

Each quarter, we examine how Canadian business owners can navigate market shifts, valuation dynamics and other strategic questions. In this issue, we look at three things worth doing now to maintain profit margins when costs move against you. We also explore mid-market data, with strategic acquisitions surging in Q2, and zoom into transactions by industry and geography, as Ontario anchored roughly 40% of Canada's mid-market transaction activity. Read more here: https://ow.ly/4oG150ZEM71

Time to Reconnect, share what's new and talk about what's next.
08/28/2026

Time to Reconnect, share what's new and talk about what's next.

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Brandon, MB
R7A5B8

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