Alana Lyle, CFP - IG Wealth Management

10/17/2022

Join us for a night of stand up comedy as three extraordinary comedians, Ron James, Erica Sigurdson & Tim Nutt, bring the Imperial Theatre stage in Saint John, NB into your home! Contact me for a link to register for this fun virtual night of comedy.

Thursday, November 3, 2022 - 5 p.m. PST

04/01/2022

THE OPPORTUNITY
- Join an already established, client centric financial planning team for families and businesses.
- Enjoy opportunities for personal and professional development in a supportive team environment.
THE SPECIFICS
- You will review client accounts, execute trade orders, maintain account lists, track client documentation, and ensure practice activity meets top compliance and audit standards.
- The position requires strong computer skills as all records are online.
- Communicate clearly and effectively with clients to arrange meetings, answer questions, and provide excellent customer service.
- The ideal candidate is familiar with social media advertising as well as has some knowledge of the financial industry.
QUALIFICATIONS
- Excellent attention to detail
- Self starter and self motivated
- Interpersonal communication skills and can communicate effectively
- Extremely organized and likes projects that are self-managed
- Excellent prioritization and time management skills
- Problem solving abilities
- Likes people and cares about an excellent client experience
- A pleasant, solutions-oriented attitude with the ability to find the silver lining and have fun
Job Type: Permanent
Salary: Negotiable starting at $20/hr
Additional pay: Commissions and Bonuses
Hours: 20-35 hours per week
License/Certification/Education:
Bachelors Degree in Business or Finance (Preferred, but not required)
Canadian Investment Funds Course (CFIC) (Helpful)
Life License Qualification Program (LLQP) (Helpful)
Work remotely: Occasionally
Expected start date: Anytime
Job Types: Permanent and long term

Please email your resume to [email protected]

06/28/2021

Join us for an exclusive Summer Concert with Walk off the Earth, featuring Alan Doyle of Great Big Sea fame on Thursday, July 15th, 2021 at 8:00 pm ET. This is a private, virtual concert for guests of IG Wealth Management and an opportunity for Walk off the Earth to answer your questions live.

Register before July 1st for a chance to win a guitar autographed by WOTE! Winner will be announced live at the concert. Free Entry Code: 04LYLE http://ow.ly/d7TY50F1heF

05/21/2020

As many of you know, every year we do an IG Wealth Management Walk for Alzheimer's. Last year we raised over $6.2M Canada wide during these events. This year's will be a little different as we are all walking on our own, together. On May 31st we are hosting our first "virtual" walk for Alzheimer's.

If you are able, please visit my fundraising page for my personal walk on May 31st. To make it exciting, for every $100 that my page raises for the Alzheimer's society I will run/walk 1km on May 31st. (to a max 20KM)

http://www.alzgiving.ca/site/TR/WFA/WFA_BC?px=1205745&pg=personal&fr_id=2682

If you can, please help me reach my goal and be a part of the movement to help ensure that British Columbians affected by dementia have access to support, education and information so they can live their best lives possible.

Any amount truly makes a difference. I greatly appreciate your support and your help in making sure the vital work of the Alzheimer Society of B.C. continues.

Together, we make memories matter.

04/13/2020

At times like these, it's important to remember that many of the strongest returns 📈 in the markets occur in the period immediately following a sharp decline 📉

04/01/2020

"The intelligent investor buys from the pessimist and sells to the optimist." - Benjamin Graham

At times like these, it's important to remember that many of the strongest returns in the markets occur in the period immediately following a sharp decline 📉. Since 1950, following the worst 12 month periods of performance by the S&P/TSX, the market made solid gains just 12 months later with only one exception. And, within five years, the were up significantly — meeting and exceeding long-term return expectations 📈.

In order to take advantage of those returns, it’s important for to continue to focus on a long-term plan, stay the course, and remain invested. Those who exit the markets, even for a short while, risk missing great opportunities when the markets recover.

03/27/2020

I will be working remotely for the time being. I’m always available to help with all of your ongoing needs. We can still get new insurance policies and mortgages set up remotely as well as investment plans. Send a message to learn how or email me at [email protected]. Our clients and our community’s health is the most important thing right now so don’t hesitate to reach out if you need anything.

02/03/2020

At IG Wealth Management, we go beyond RRSPs to look at your whole financial picture to forecast your monthly income in retirement.

Book in today for a complimentary no-obligation financial review and forecast.

A financial planner will help you prepare for retirement. Learn about the different money management solutions we offer to maximize your retirement funds.

10/08/2019

Having a plan, monitoring its progress, and knowing when to make changes is the key to achieving your goals. http://ow.ly/RWAM50wF0bC

07/08/2019

Such a great article and an easy read. Take a look at these 8 simple steps.

Reaching that goal may sound like a far-off dream but it’s more attainable than you might think.