Alex Kellermann- IG Wealth

Alex Kellermann- IG Wealth Executive Financial Consultant, CFP®, CLU®, CIM®, RRC®
IG Wealth Management Inc. Mutual Fund Division How does our team do this?

As an Executive Financial Consultant at IG Wealth Management, I advise 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 enabling them to spend more time doing the things they love, while gaining personalized financial freedom. My team includes financial planning experts, who specialize in investment, retirement, tax, and life planning. This team allows you to navigate through all life's changes, where we will be

with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. I understand you may be:

❌ Too time-constrained to create an effective financial roadmap in alignment with your life priorities and unique situation
❌ Under-exposed to strategies that help optimize your wealth by minimizing, deferring or offsetting your taxes
❌ Unsure about addressing legacy planning concerns that are intensely personal; for your family and for your business
❌ Stressed that your investments do not reflect your current situation and risk profile

Perhaps you never had the chance to find a trusted authority in the Wealth Management space. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your life that may go overlooked. Our team is very proud to say that thanks to the expertise and work we do with IG Wealth Management, we can help you reach your goals sooner and add real value by:

✅ Creating a personalized financial plan that addresses your individual goals and concerns
✅ Consulting broadly, drawing on our internal specialists and resources
✅ Solving creatively to find the best options for you to arrive at strategies focused on structuring, enhancing, protecting and transferring wealth built to your unique needs
✅ Making your portfolio a source of comfort, not concern with the help of cohesive, prudent and tax efficient wealth management strategies

To learn more about how we can help you reach your goals, please shoot me a direct message through LinkedIn or use the contact information below:

Phone: (647) 937-0631
Email: [email protected]

OR


Book a brief 20 minute virtual introduction using the link above

06/01/2026

Explore how a Canadian retiree with $900K across an RRSP and TFSA might structure withdrawals for tax efficiency and long-term income stability. Learn how account sequencing and income thresholds can influence retirement outcomes.

05/30/2026

Early retirement can create a valuable tax planning window. Learn how structured RRSP withdrawals before age 71 may help manage future taxes, reduce OAS clawback risk, and support long-term retirement income.

05/28/2026

Converting an RRSP to a RRIF or accelerating withdrawals without a plan can create higher lifetime taxes. Learn how timing, income thresholds, and coordinated withdrawals may help reduce tax friction in retirement.

05/26/2026

Improper RRSP withdrawals can trigger higher taxes and impact income-tested benefits. Learn how timing, RRIF conversion strategy, and income coordination may help reduce unnecessary tax exposure in retirement.

How much is convenience worth?I am all for knowing the value of your time, but food delivery apps are one thing I still ...
05/26/2026

How much is convenience worth?

I am all for knowing the value of your time, but food delivery apps are one thing I still have a hard time using. After markups, service fees and premium prices the convenience of getting a semi-warm meal doesn't seem worth it.

What convenience apps/services do you use? https://tinybfs.com/t/hPboTd

05/24/2026

Learn how RRSP withdrawals, conversion timing, and income coordination can influence taxes in retirement. Understand strategies Canadians use to create tax-efficient income while managing long-term sustainability.

05/22/2026

Learn how early planning may help U.S. business owners improve tax efficiency and avoid common mistakes when selling a business. Covers key considerations that often shape after-tax outcomes and long-term planning decisions.

05/20/2026

Understand how holding companies and trusts may be used in Canada to support tax deferral, asset protection, and estate planning strategies for business owners and families.

My wife and I have done a fair amount of travelling the past few years. After reading this article, a few thoughts came ...
05/20/2026

My wife and I have done a fair amount of travelling the past few years. After reading this article, a few thoughts came to mind.

1. If the whole process is expedited, what happens to airport lounges?

2. The caps on city visitors makes sense, but I am curious to know how that could be enforced. Any ideas?

3. Flying to London in 90 minutes for dinner sounds like a bucket list item. Where would you fly to for dinner if the trip only took 90 minutes? https://tinybfs.com/t/J8sr3h

05/18/2026

Understand how early exit planning can help Canadian business owners protect wealth, reduce taxes, and create flexibility before a sale. Learn key considerations that are often overlooked until it’s too late.

Address

1000/1 Robert Speck Parkway
Mississauga, ON
ONL4Z3M3

Website

https://www.linkedin.com/in/alex-kellermann/, https://outlook.office.com/b

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