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.

Philip breaks down five market insights in one episode and explains why the next two months may be the most important te...
07/17/2026

Philip breaks down five market insights in one episode and explains why the next two months may be the most important test this market has set for itself all year. Listen now: https://ow.ly/8gNL50Zon1F

Subscribe, rate and review now.

The most expensive financial mistakes you never hear about.They don't make headlines.They don't trigger alarms.But they ...
07/10/2026

The most expensive financial mistakes you never hear about.

They don't make headlines.

They don't trigger alarms.

But they can quietly drain wealth from even the smartest families.

Swipe through the seven silent mistakes that could be hiding in your plan and learn how to avoid them before it's too late.
[email protected]" rel="ugc" target="_blank">https://www.ig.ca/en/estate-mistakes?aemail=[email protected]

Passing on wealth is one thing. Handing down a legacy? That takes careful planning and open dialogue.Have you talked to ...
07/03/2026

Passing on wealth is one thing. Handing down a legacy? That takes careful planning and open dialogue.

Have you talked to your family about:
-What each person expects, and what's actually in your Will?
-Who will be responsible for the cottage, and who feels most attached to it?
-What you value most, and how you want your wealth to be used?

Some of the most costly estate planning mistakes aren't legal or financial. They're communication gaps that can lead to confusion and conflict.

Let's build a family wealth strategy that helps your loved ones understand your intentions and proudly carry them forward.

06/19/2026
06/12/2026

It's hard to predict market swings, and even harder to profit from them if you are constantly in and out of the market. History shows that staying invested for the long haul delivers better results. Make sure you're set up to make the most of market volatility. Contact me for a second opinion on your financial plan.

I'm excited to support the Alberta Pickleball Championship, happening in Calgary.Thinking of coming out? Send me a messa...
06/05/2026

I'm excited to support the Alberta Pickleball Championship, happening in Calgary.

Thinking of coming out? Send me a message - I'd love for you to join me and take in a few days of incredible competitition and community spirit.

See you on the court!

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.

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

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