Christy Kelly - IG Wealth Management

Christy Kelly - IG Wealth Management CERTIFIED FINANCIAL PLANNER, Registered Retirement Consultant,
Master Financial Advisor - Philanthropy
IG Wealth Management Inc. Retirement planning.

Divorce strategies. Pension options. Legacy planner. Virtual/in person appts available CERTIFIED FINANCIAL PLANNER ®
Investors Group Financial Services Inc. Creating wealth. Protecting income. Preserving estates. Legacy focused.

*Will your retirement savings last?
*Is your income protected from illness or disability?
*Is the value of your estate protected?
*Are you maximizing tax saving strategie

s to meet all your wealth transfer and charitable legacy wishes?
*Do you have guaranteed income that you can never outlive? With 20+ years of trusted experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries. I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, foundations, corporations, executives, professionals, and business owners. With gratitude and kindness always.

06/01/2026

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.

Still time to listen: Ashish explains the concentration story behind the current U.S. market upturn and makes the case f...
06/01/2026

Still time to listen: Ashish explains the concentration story behind the current U.S. market upturn and makes the case for why true diversification means owning more than different versions of the same trade. Listen now: https://ow.ly/B1ub50Z6eQJ Subscribe, rate and review now.

We Walk Tomorrow!She is still Mom.I walk because my mother spent her life cheering me and so many others on through ever...
05/29/2026

We Walk Tomorrow!

She is still Mom.
I walk because my mother spent her life cheering me and so many others on through every milestone and challenge. Now, it’s my turn to lead the way.
I walk for my community.

Dementia changes the brain. But it never changes who the person is on the inside.
Tomorrow we walk to protect their dignity.
We walk to share hope with those living with the disease and their caregivers. - Huge blessings to all caregivers. Your dedication and compassion are truly everything that this world needs.
AND we walk to build a future where no one has to face this journey alone.

1 in 13.
That is the estimated prevalence of dementia, including Alzheimer’s disease, among Canadians aged 65 and over.

To Donate:
https://ow.ly/UJ2v50Z5BBL

05/27/2026

Join us for part two of our IG 100th anniversary event series on June 4 at 1:00 p.m. ET. Hear from André Desmarais, Deputy Chairman of Power Corporation of Canada, and Claude Paquin, Consultant, IGM Financial Quebec, for an exclusive conversation exploring the entrepreneurial spirit that has shaped Canada's business landscape and built enduring family legacies. Register now: https://ow.ly/ht2U30sW3WZ

How do we honour the people we love living with Alzheimer’s? We walk because someone we love deserves to be supported an...
05/27/2026

How do we honour the people we love living with Alzheimer’s?

We walk because someone we love deserves to be supported and surrounded by community.

Join us the last weekend of May for the IG Wealth Management Walk for Alzheimer’s.

• Over 750,000 people in Canada are living with dementia, and many of us walk to honour parents, partners, grandparents, and friends.
• Walking together creates space for hope, comfort, and connection.
• Funds raised strengthen the supports families rely on every day.

Share who you’ll be walking for or with using: .
Register at: https://ow.ly/8YSc30sW2vT

In case you missed it: Philip explains how rising bond yields, stubborn inflation and expensive valuations are reshaping...
05/26/2026

In case you missed it: Philip explains how rising bond yields, stubborn inflation and expensive valuations are reshaping the investment landscape. Listen now: https://ow.ly/Pmnm50Z4ofH Subscribe, rate and review now.

05/25/2026

In case you missed it: Dr. Zahinoor Ismail joined us for the first event in our IG 100th anniversary series. He shared powerful insights on brain health and dementia prevention that resonated deeply with participants across Canada. The full recording is available to watch and share: https://ow.ly/T2Y530sW0Bh

Mixed earnings, lower oil supplies and a great chip deal. Read our commentary to get our insights on this week’s markets...
05/25/2026

Mixed earnings, lower oil supplies and a great chip deal. Read our commentary to get our insights on this week’s markets. https://ow.ly/yMpO50Z3MVI

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