Terra Crowley, CFP - IG Wealth Management

06/01/2026

Discover the surprising gap between Canadians' estate planning intentions and actions. Learn why integrating charitable giving is crucial for a meaningful legacy in this eye-opening report from IG Wealth Management.

/CNW/ - While most Canadians recognize the importance of estate planning, the annual IG Wealth Management ("IG") estate planning study reveals a growing gap...

05/27/2026

Canada’s financial landscape is evolving, and so are Canadians’ priorities when it comes to their legacy. IG Wealth Management’s latest estate planning study reveals a clear gap between intention and action: 84% of Canadians say having an estate plan is important, yet fewer than half have one in place.

Even among those who do, important conversations are being missed. While 68% believe charitable giving should be included in an estate plan, only 40% have discussed how to incorporate it.

At IG, we’re focused on helping close these gaps by giving Canadians the guidance and strategies they need to protect their legacy, support the causes they care about and make their wishes clear.

Learn more: https://ow.ly/NSNm30sW3Em

05/25/2026

Financial scams are increasingly targeting Canadians, particularly seniors. This article offers insights on the evolving tactics of fraudsters and practical steps to protect yourself and loved ones. Read to stay informed and vigilant.

Despite countless warnings, public awareness campaigns, and an ever-growing library of resources on how to avoid financial scams, the number of victims—particularly seniors in Canada—continues to rise.

05/20/2026

Don't let the CRA take more than necessary! This article offers practical tips to minimize your tax burden year-round—ensuring you keep more of your hard-earned money. Start planning today to avoid costly mistakes!

Congratulations Canada, you survived another tax season.

05/13/2026

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.

05/11/2026

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disability insurance, we can help you explore smarter options that better fit your needs and may even save you money. Contact us today to see how we can help.

05/06/2026

We walk for you

Dementia touches every community, whether it’s a friend, family member, or neighbour. Join Canadians from coast to coast in the IG Wealth Management Walk for Alzheimer’s. Share who you’re walking for using: .

Join us and make a difference! Register now at https://ow.ly/sBI730sVzbp

05/04/2026

Fraud costs Canadians over $700 million annually. IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, SVP Financial Services, will discuss the latest scam trends, how to recognize red flags and what steps to take to protect yourself and your family.

This session will explore:
• The latest scam trends affecting Canadians.
• Key red flags to watch for.
• What to do if something seems suspicious.
• How IG Wealth Management helps protect clients.

Save your spot now: https://ow.ly/zZNq30sVv6y

04/29/2026

If you’re aged between 35 and 55 and running a business, insurance (yes, insurance) isn’t just about protection, it’s a tool for growth, tax efficiency, and succession. Yet many business owners miss key opportunities… or make costly mistakes. I’d be happy to walk you through the strategies successful business owners are already using. Contact me to get started.

04/27/2026

Your life evolves. And your insurance coverage should evolve with it. Regular reviews help ensure you’re not underinsured, paying too much or paying for the wrong coverage. Let’s schedule a quick check-in to make sure you have the right coverage for your needs.