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.

Discover the different ways that professional money managers’ expertise, advanced tools and investment options can help ...
07/14/2026

Discover the different ways that professional money managers’ expertise, advanced tools and investment options can help improve your portfolio. Read More: https://ow.ly/1aLU50ZnnW8

Keeping your will fair when you’re passing on one home, but have several children, can be a big challenge. These strateg...
07/14/2026

Keeping your will fair when you’re passing on one home, but have several children, can be a big challenge. These strategies can help you to achieve it. Read More: https://ow.ly/oAeX50ZmZkb

Why did geopolitical tensions fail to derail the markets? And which sectors and regions were the big winners? Find out i...
07/13/2026

Why did geopolitical tensions fail to derail the markets? And which sectors and regions were the big winners? Find out in our Q2 2026 Market Review and Year-End Commentary at https://ow.ly/4XEx50ZmZjO

Still time to listen: Philip explains why you don't need to pick the market winner and makes the case that owning the wh...
07/13/2026

Still time to listen: Philip explains why you don't need to pick the market winner and makes the case that owning the whole field is the only portfolio strategy that survives every round. Listen now: https://ow.ly/vRic50ZmZjo

Subscribe, rate and review now.

07/08/2026

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.

07/07/2026

Why settle for a promotional rate that disappears after 90 days? Many high-interest savings accounts have promotional offers that expire. The IG High Interest Savings Account is different. Enjoy one attractive rate with no promotional expiry date — helping your savings work harder, for longer. Connect with me today and let me help put your cash to work.
Learn more: https://ow.ly/yhFV50Zlb2M

In case you missed it: Philip talks about the first half of 2026 and breaks down why Canada and the U.S. are now heading...
07/07/2026

In case you missed it: Philip talks about the first half of 2026 and breaks down why Canada and the U.S. are now heading in different directions on interest rates, and what that could mean in the second half of 2026. Listen now: https://ow.ly/oiyg50Zlb2o Subscribe, rate and review now.

Growth resilient despite trade bump. Read our commentary to get our insights on this week’s markets. https://ow.ly/esvG5...
07/06/2026

Growth resilient despite trade bump. Read our commentary to get our insights on this week’s markets. https://ow.ly/esvG50ZkEIp

Philip breaks down the two stories behind markets in the first half of 2026 and explains why earnings and economic growt...
07/03/2026

Philip breaks down the two stories behind markets in the first half of 2026 and explains why earnings and economic growth outweighed the noise from geopolitics, oil prices and inflation. Listen now: https://ow.ly/B2O150Zk3uA Subscribe, rate and review now.

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