Paul Monson, CFP - IG Wealth Management

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Paul Monson, CFP - IG Wealth Management Senior Wealth Advisor
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.

I was delighted to be the entertainment sponsor for the 20th Anniversary of the Great Canadian Kitchen Party last night,...
10/02/2026

I was delighted to be the entertainment sponsor for the 20th Anniversary of the Great Canadian Kitchen Party last night, helping raise funds for the youth programs of Spirit North, MusiCounts, and E4C. Joined by Shaun Majumder, the Stephen Page Trio, and some of Canada’s top chefs, it was a memorable evening celebrating community, culture, and giving back.

Today, we reflect on the painful history and ongoing impacts of residential schools. Let's commit to learning, supportin...
09/25/2026

Today, we reflect on the painful history and ongoing impacts of residential schools. Let's commit to learning, supporting indigenous communities and spreading awareness. Together, we can work towards a future of truth and reconcilliation.

Philip explains why the U.S. Federal Reserve’s first rate hike in three years won’t be its last and what it means for th...
09/18/2026

Philip explains why the U.S. Federal Reserve’s first rate hike in three years won’t be its last and what it means for the Canadian dollar. Listen now: https://ow.ly/8PNf50ZPfEu Subscribe, rate and review now. hashtag hashtag hashtag

Every dollar should be working toward your financial goals. With the IG High Interest Savings Account, your savings can ...
09/11/2026

Every dollar should be working toward your financial goals. With the IG High Interest Savings Account, your savings can earn up to twice as much interest compared to some other high-interest savings accounts, helping you maximize the potential of your cash holdings. Connect with me today and let me help put your cash to work.

Learn more: https://ow.ly/yeOZ50ZrUuB

Philip shares the key trends currently dominating the team's market strategy conversations and what they mean for invest...
09/04/2026

Philip shares the key trends currently dominating the team's market strategy conversations and what they mean for investors. Listen now: https://ow.ly/B7h050ZIOr0

Everything you need to know before renting out your vacation home, including sprucing it up, insurance, management, mark...
08/28/2026

Everything you need to know before renting out your vacation home, including sprucing it up, insurance, management, marketing and tax implications. Read More: https://ow.ly/9i6c50ZAFME

I recently spoke with a client about updating their estate plan. What started as a simple Will review led to a meaningfu...
08/14/2026

I recently spoke with a client about updating their estate plan. What started as a simple Will review led to a meaningful conversation about values, legacy and what they want their children to truly inherit.
Think about what might be important to your family to inherit. For some, it's a cottage. For others, it's a charitable cause. For all of us, it's more than money.
Ready to start? Message me for our Family Mission Statement Workbook and start creating your legacy today.

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]

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

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