Wherry & Associates Private Wealth Management

Wherry & Associates Private Wealth Management Barbara Wherry, CFP, RRC, MAF-P
Senior Wealth Advisor
IG Wealth Management Inc. Mutual Funds Division

When it comes to estate planning, most people focus on what they want their family to inherit, it may be a cottage, a fa...
08/11/2026

When it comes to estate planning, most people focus on what they want their family to inherit, it may be a cottage, a family business, or support for a cause that matters deeply to them. But a truly lasting legacy goes deeper than that.

That's why we help families create a thoughtful financial plan that captures their values, defines what wealth means to their family, and outlines the impact they hope to have for future generations.

If you're ready to start thinking about your legacy in a deeper way, we can show you
- How financial planning creates structure for long-term family wealth
- How to avoid the common mistakes that cause confusion and conflict
- How planning today creates clarity for the future

I’m very excited to take part in and speak at the FCI-CWI Women in Leadership Conference tomorrow alongside an inspiring...
06/08/2026

I’m very excited to take part in and speak at the FCI-CWI Women in Leadership Conference tomorrow alongside an inspiring group of professional women from a wide range of industries and backgrounds.

I will be speaking on an important topic in today’s workplace: Building trust in the workplace. Strong leadership is built on trust. It influences how teams collaborate, how decisions are made, and how organizations grow and thrive over time.

This conference brings together women leaders to share experiences, discuss the challenges they face, and learn from one another in a meaningful and supportive environment. I'm honoured to be part of those conversations and to connect with so many accomplished professionals who are driving change in their organizations and communities.

Thank you to everyone who attended our Charcuterie Board Making Workshop! it was a great time with great people. And tha...
06/04/2026

Thank you to everyone who attended our Charcuterie Board Making Workshop! it was a great time with great people.
And thank you to all the staff at Toronto Crafts for helping us create the perfect event
We hope you all enjoy your new custom charcuterie boards!

Thank you to everyone who supported us and joined us at this years IG Walk for Alzheimer's. It was a beautiful day!So fa...
06/01/2026

Thank you to everyone who supported us and joined us at this years IG Walk for Alzheimer's. It was a beautiful day!
So far Team Wherry & Associates has raised $2,940! There is still time to make a donation at the link below or DM me for the details:
https://ow.ly/e3Eu50Z6mRj

Did you know that over 700,000 Canadians are currently living with dementia, and this number is projected to reach nearl...
05/26/2026

Did you know that over 700,000 Canadians are currently living with dementia, and this number is projected to reach nearly one million by 2030? Dementia affects individuals in every community and has a profound impact on families.

This Saturday, my team and I are once again participating in this years IG Wealth Management Walk for Alzheimer’s in support of the Alzheimer Society of York Region.

I would be grateful for your support in this important cause. Please consider joining me for the walk or donating to my fundraising page - https://ow.ly/jE2550Z4hz6. Your contribution will make a meaningful difference to Canadians affected by dementia.

Click the link to find an event location near you -> https://ow.ly/ntKx50Z4hz8

I’m excited to be part of the upcoming FCI-CWI Women in Leadership Conference in Toronto on June 9. A day that celebrate...
05/07/2026

I’m excited to be part of the upcoming FCI-CWI Women in Leadership Conference in Toronto on June 9. A day that celebrates strong leadership, meaningful connection, and the incredible impact of women supporting women.

I’m especially proud to be one of the conference’s featured speakers, presenting on how leaders can build trust-centered workplaces through transparency, accountability, and mentorship.

I’m hoping to offer practical insights on Leadership behaviours that build engagement, how to strengthen team performance, and ways to mentor, support, and empower teams to thrive

When women come together to share knowledge, encourage one another, and lead with purpose, powerful things happen, and I’m proud to be part of that conversation.

Learn more and register: https://ow.ly/AbQR50YWlmg

100 years ago today, IG established our first office in CanadaOur story began in April 1926 with a $200 cheque and instr...
04/28/2026

100 years ago today, IG established our first office in Canada

Our story began in April 1926 with a $200 cheque and instructions from Investors Syndicate in Minneapolis to open its first Canadian office. Soon after, our operations took root in Winnipeg, where prairie values like hard work, commitment to community, and innovation became embedded in who we are — and continue to guide us today.

I am proud to be a part of a company that is dedicated to helping Canadians and building a legacy.

In celebration of our 100ᵗʰ anniversary, IG marked a historic milestone this morning as Damon Murchison, President and C...
04/28/2026

In celebration of our 100ᵗʰ anniversary, IG marked a historic milestone this morning as Damon Murchison, President and CEO, rang the opening bell at the TSX Market Open Ceremony, along with Regional Vice-Presidents and IG colleagues - including Barb!

‌This is a proud moment for IG, honouring our past and embracing the future.

Can you spot Barb? https://ow.ly/U4l230sVnwX

Taking care of where we live This evening, our team spread out across the GTA for Earth Day, rolling up our sleeves and ...
04/23/2026

Taking care of where we live

This evening, our team spread out across the GTA for Earth Day, rolling up our sleeves and giving back to the communities we’re proud to serve. From North York, Toronto, and Huntsville, we came together with the goal to make the place we live a little better.

We believe true wealth goes beyond numbers. It’s measured by the impact we make and the legacy we leave behind.

Here’s to small efforts that add up to something bigger.

Proud of this team.

When wealth is transferred, so too is the responsibility of managing it and providing support for your heirs can make al...
04/13/2026

When wealth is transferred, so too is the responsibility of managing it and providing support for your heirs can make all the difference.
Inheritance planning might not be the most exciting topic, but it’s essential to ensure your legacy is preserved and appreciated by future generations. By addressing the challenges head-on and providing the necessary support while you’re still capable of doing so, you can help your heirs navigate their inheritance with confidence and wisdom.
Book your call today to ensure you avoid the pitfalls of inadequate inheritance planning and ensure a smooth wealth transfer.

Address

200 Yorkland Boulevard Suite 300
Toronto, ON
M2J5C1

Telephone

+14164917400

Website

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