Paul Monson, CFP - IG Wealth Management

Paul Monson, CFP - IG Wealth Management Senior Financial Consultant
IG Wealth Management Inc. Mutual Fund Division Our goal?

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does. To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities. Our IG Living Plan

is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life. Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

Long weekends remind us of what we're planning for: time, freedom, flexibility.Let's talk about building a plan that giv...
05/15/2026

Long weekends remind us of what we're planning for: time, freedom, flexibility.
Let's talk about building a plan that gives you more days like this.

Mother's juggle so much - careers, families, and dreams for the future. I'm here to help make the financial part of the ...
05/08/2026

Mother's juggle so much - careers, families, and dreams for the future. I'm here to help make the financial part of the equation simplier.

Whether it's building a legacy, supporting loved ones, or planning for the unexpected. I can help you create a financial plan that reflects what matters most to you and your family.

Here's to all the moms who inspire us every day. ❤️

Message me - let's talk about what you want for your family's future.

05/01/2026

100 years ago today, IG established our first office in Canada. To mark our anniversary, and celebrate a century of helping Canadians achieve financial well-being, we had the honour of ringing the opening bell at the TMX Group Market Centre this morning. Thank you to our employees, Advisors, clients and partners for being part of this remarkable legacy. https://lnkd.in/eyneexNu

05/01/2026

Is your mortgage working for you? To Celebrate IG's 100th anniversary, IG Advisors offered up to 100 of our top financial tips. Which ones could help you the most? Call me and find out how these tips could help boost your financial plan.

04/10/2026

Is it mortgage renewal time for you? You can get up to $2500 cash back for your legal, appraisal and discharge costs when you switch your mortgage to IG. Call me to discuss your options.

When markets swing, it's easy to second-guess your plan. Ask yourself:- Do I have a strategy built to handle volatility?...
03/20/2026

When markets swing, it's easy to second-guess your plan. Ask yourself:

- Do I have a strategy built to handle volatility?
- Am I making decisions based on headlines or my long term goals?
- Do I know how much risk I'm really comfortable with?

Markets have always experienced ups and downs. The question is: how ready are you to stay the course?

Let's talk about how to bring more clarity and confidence to your investment approach.

03/13/2026

Are you renewing your mortgage this year? Mortgage rates have doubled so your payments will increase as well. You need more than just a mortgage; you need a mortgage strategy integrated into your financial plan. Find out what I can do for you, your goals and your future. Call me to discuss further.

03/06/2026

Before you help your kids purchase their home, get advice on how to do it the right way. You need more than just a mortgage; you need a mortgage strategy integrated into your financial plan. Contact me today to see how I can help.

Are you prepared?
02/27/2026

Are you prepared?

02/20/2026

When you invest a set amount regularly, you get more units when prices drop. Over time, this builds more wealth. Contact me to get the most out of the dollar-cost averaging.

Address

Suite #320 – 1 Tache Street
Saint Albert, AB
T8N1B4

Website

Alerts

Be the first to know and let us send you an email when Paul Monson, CFP - IG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Paul Monson, CFP - IG Wealth Management:

Shortcuts

Share