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.

09/03/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Register now: https://ow.ly/8WjX50ZIQyB

Philip shares the key trends currently dominating the team’s market strategy conversations and what they mean for invest...
09/03/2026

Philip shares the key trends currently dominating the team’s market strategy conversations and what they mean for investors. Listen now: https://ow.ly/qH3x50ZIQy9

Subscribe, rate and review now.

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combin...
09/02/2026

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combine the two. Find out how these strategies can boost investment growth, reduce risk and improve tax efficiency. Read more: https://ow.ly/uIyK50ZHIqi

09/02/2026

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.

Could higher oil prices and the AI buildout reshape the investment landscape? Philip Petursson, Chief Investment Strateg...
09/01/2026

Could higher oil prices and the AI buildout reshape the investment landscape? Philip Petursson, Chief Investment Strategist at IG Wealth Management, joined BNN Bloomberg this morning to discuss why geopolitical tensions and supply disruptions could keep oil prices higher for longer, creating opportunities in the energy sector.

He also explored how growing AI infrastructure needs could fuel demand for commodities, while AI adoption itself is already driving productivity gains across businesses. Watch now: https://ow.ly/e8Ts50ZHIpK

08/31/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Register now: https://ow.ly/fTe450ZHjXt

Still time to listen: Philip breaks down why the Treasury's move was a band-aid, not a solution, and explains where inve...
08/31/2026

Still time to listen: Philip breaks down why the Treasury's move was a band-aid, not a solution, and explains where investors actually get paid in the current environment. Listen now: https://ow.ly/hmMk50ZHjWI Subscribe, rate and review now.

08/27/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end.

Register here:
https://ow.ly/5Hbx50ZFJ35

What are the markets telling us that the headlines aren't? Despite ongoing concerns around tariffs and trade, Philip Pet...
08/26/2026

What are the markets telling us that the headlines aren't? Despite ongoing concerns around tariffs and trade, Philip Petursson, Chief Investment Strategist at IG Wealth Management, pointed to a market supported by solid earnings and healthy fundamentals. It's a useful reminder that uncertainty and opportunity often exist at the same time. Watch now: https://ow.ly/uR7g50ZFItF

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