Tracey Greenwood - IG Wealth Management

Tracey Greenwood - IG Wealth Management Certified Financial Planner - IG Wealth Management Inc. Mutual Fund Division

We have always believed that building long-term relationships with clients is the best way to help individuals and their families explore the financial planning options at each stage of their lives.

10/20/2025

Join David Turnbull, Head of IG Private Company Advisory, for an in-person event designed specifically for mid-market business owners.

With over 27 years of investment banking and capital markets experience, David and his team have guided countless owners through growth financing, restructuring, and successful transitions.

- Finance growth
- Maximize value when selling
- Plan succession with confidence

Donald Gordon Hotel and Conference Centre
November 11, 2025

Register now to confirm your attendance at https://events.ig.ca/unlockyourcompanyspotentialsel

03/19/2025

Markets move; they always have and always will. With the IG Living Plan, I can test your portfolio against potential ups and downs to help you understand the likelihood of safely reaching your goals. Contact me for greater peace of mind.

03/12/2025

If you have over $500,000, I can offer estate planning advice to help ensure your wishes are respected and taxes are minimized. I can also help explore the best ways to leave assets to your heirs while preserving family harmony. If you’d like more estate planning clarity, contact me for a second opinion on your plan.

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management discussed the need to support and acceler...
03/10/2025

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management discussed the need to support and accelerate women’s entrepreneurship and the resources available to help them succeed. Read the full article: https://ow.ly/iGFZ30sKF74

02/10/2025

In 2025, what kind of impact are economic events likely to have on your retirement plan? Will tamed inflation and falling interest rates mean we need to adjust your financial plan? For answers, you can now watch our on-demand 2025 Market Outlook webinar https://ow.ly/VlAC50UWtHc with IG Wealth Management’s Philip Petursson and Ashish Utarid. Then let’s discuss how it might all impact your retirement plan.

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management discussed why many Canadians procrastinat...
01/13/2025

Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management discussed why many Canadians procrastinate on creating a will, leading to inheritance and estate planning challenges for families involved. Read More: https://ow.ly/UKZh50UFFWO.

05/29/2024

PLAY WITH PURPOSE!!!

Every shot you take at the Mike Holiday Golf Invitational isn't just a play for a great score; it's a pledge to help a great cause. Your participation helps transform the lives of the children of the Jonathan Holiday School in Congo. Join us after the tournament to drive more change forward at our after-party. June 22, 5:00!!!

https://www.mikeholidaygolfinvitational.ca/

Link into bio to purchase your after part tickets!!!

On September 11, I was honoured to be asked to speak at the IG Wealth Management National Conference in Calgary about ou...
09/26/2023

On September 11, I was honoured to be asked to speak at the IG Wealth Management National Conference in Calgary about our high-net-worth private wealth planning experience. Our team's innovative and personal approach to your wealth planning needs moves beyond traditional solutions to provide you with an elevated experience and peace of mind. Reach out today to inquire about a free, no-obligation consultation.

08/11/2023

Who’s going to the Art & Soul event at this Sunday?

I’ll be there reading tarot cards in a both from 11-5.

I’ll also have tarot decks and books for sale from and scrunchies made by my near 12y/o kid!

If you’re curious about tarot, this is a great way to get your feet wet.

I take a non-scary, archetype and symbol based look at the cards (with some psychospiritual qualities and a pinch of the unknown).

Readings will be available for 30 minutes (past/present/future, $55) or 60 minutes (a year ahead, $123). Spots will be limited so you might want to book with me in advance if you know you want one! Just send a DM.

[CONTEST CLOSED] We're giving away 2 tickets to 1 lucky winner! A perfect day out for you and a friend!🌻 Yoga, reiki, an...
08/10/2023

[CONTEST CLOSED] We're giving away 2 tickets to 1 lucky winner!

A perfect day out for you and a friend!

🌻 Yoga, reiki, and sound bath sessions
🌻 Live Music
🌻 Vendor Market (artisans, makers, tarot cards, crystals and more!)
🌻 Beers on tap
🌻 Food trucks
🌻 Art Show
🌻 A very special viewing of The Common Thread and Q&A with artist Heather Haynes

TO ENTER:

1) ❤️ Like this post
2) 🧘‍♀️ Tag a friend
3) 🌻 Share this post to your stories (be sure to tag so we can see!)

Contest ends TOMORROW at noon. We'll announce the winners by 1:00 PM! Good luck!!

To learn more about this event, go to https://ow.ly/zgr550Px1lu

Address

Suite 100/1000 Gardiners Road
Kingston, ON
K7P3C4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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