Terra Crowley, CFP - IG Wealth Management

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Kitchener, ON
Terra Crowley, CFP - IG Wealth Management

Terra Crowley, MFA-P™ CEA, RRC, CFP®
Executive Financial Consultant
IG Wealth Management Inc. We take a long-term approach to planning.

Mutual Fund Division
Helping philanthropic minded professionals with financial strategies aligning with their mission-driven goals. At IG Wealth Management, we know good financial advice is more important than ever. We believe with a detailed plan, reviewed and updated regularly, you'll have the financial resources to realize your goals and stay on track. We believe building long-term relationship

s with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we'll work with you to develop a plan to help get you there.

- Investors Group Financial services Inc.

09/02/2026

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency. Read more: https://ow.ly/Yqup50ZIf9a

08/31/2026

Many Canadians don’t understand that a will and estate plan are very different. Find out what an estate plan contains and why it’s crucial for most people. Read more: https://ow.ly/9N1z50ZHhXx

08/26/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to u s to find out how these tips could help boost your financial plan.

08/24/2026

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.

08/19/2026

Still time to listen: Philip explains why markets have looked too expensive for three decades and yet still delivered some of the strongest returns in history. Listen now: https://ow.ly/qbu850ZBroz

Subscribe, rate and review now.

08/17/2026

Discussing wills and other estate planning subjects can be difficult for many people. These strategies can help you to start those conversations. Read More: https://ow.ly/n3GK50ZAt0i

08/12/2026

It’s important to integrate an inheritance into your financial plan as tax efficiently as possible. Let’s discuss your options.

08/10/2026

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap between intention and action is real. An estate plan isn’t just for the wealthy; it’s for anyone who wants their wishes honoured. Now’s the time to discuss your estate plan.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/6igx50Zy6jf

Source: IG Wealth Management Annual Estate Planning Study

08/05/2026

Less than one-third (29%) of Canadians have made a plan with their family or executor for managing charitable giving in their estate. Yet 40% are interested in tools like Donor-Advised Funds. The intent is there — let’s make it real. Contact an IG Advisor today.

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/gzH450Zwz8K

Source: IG Wealth Management Annual Estate Planning Study

08/04/2026

Every dollar should be working toward your financial goals. With the IG High Interest Savings Account, your savings can earn up to twice as much interest compared to some other high-interest savings accounts, helping you maximize the potential of your cash holdings. Connect with me today and let me help put your cash to work.

Learn more: https://ow.ly/iMxb50Zwacr

Address

4295 King Street East
Kitchener, ON
N2P0C6

Website

https://www.ig.ca/en/advisor/terra_crowley

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