Walkom & McAllister - IG Wealth Management

Philip explains why the loonie has quietly fallen almost 5% against the U.S. dollar, and what to make of the widening gap between Canadian and U.S. interest rates. Listen now: https://ow.ly/muqx50ZhLpV Subscribe, rate and review now.

Turn Your Vision Into Reality.

You’ve worked a lifetime for this.

Now it’s time to:

✔️ Protect your income
✔️ Enjoy your lifestyle
✔️ Plan with confidence

A strong retirement plan isn’t just numbers — it’s peace of mind.

What does your ideal retirement look like?

Let’s make it happen.

Contact https://ow.ly/8mKm50Z3r3q | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.
IG Advisor

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Simplify Your Financial Life.

Too many accounts? Too many plans?

As retirement approaches, complexity can cost you:

❌ Missed opportunities
❌ Higher taxes
❌ Inefficient withdrawals

Simplifying your financial life can improve clarity AND outcomes.

Let us help streamline your strategy.

Reach out to https://ow.ly/tY9Y50Z3r31 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Philip explains why the three biggest risks hanging over this market have already played out, and what he sees as the real driver of stock returns for the rest of the year. Listen now: https://ow.ly/9OMs50ZeGuX

Subscribe, rate and review now.

Tax Efficiency = More Money for You!

It’s not just what you earn — it’s what you keep.

Smart retirement planning can help:
✔️ Reduce taxes
✔️ Avoid OAS clawbacks
✔️ Maximize credits
✔️ Create tax-efficient income streams

Small adjustments can make a big difference over time.

Let’s optimize your plan—connect with https://ow.ly/jJvk50Z3r14 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Your Money Still Needs to Grow.

Retirement doesn’t mean your investments stop working. 📈

In fact, they still need to:
✔️ Grow
✔️ Keep up with inflation
✔️ Provide steady income
And all while managing market ups and downs.

It’s a balancing act—and strategy matters more than ever.

Let’s design it together.

Contact https://ow.ly/l00W50Z3r06 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

The Retirement Gap.

Here’s a reality many people miss…

Your government benefits + pensions
➖ Your lifestyle expenses
= The “retirement gap”

That gap must be filled by your savings.

The earlier you identify it, the easier it is to close.

Want to see your numbers clearly?

Reach out to https://ow.ly/jcaL50Z3qZt | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

The 70–80% Rule (But Is It Enough?)

You’ve likely heard this…
“You need 70–80% of your current income in retirement.”

But here’s the truth:
Your lifestyle - not a rule of thumb - determines your number.

Travel plans?
Downsizing?
New hobbies?

Your retirement is unique, your plan should be too.

Let’s build a plan tailored to YOU.

Contact https://ow.ly/Oep450Z3qWa | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

IG Advisor By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found goes against how a lot of investors are feeling right now. Listen now: https://ow.ly/ppQ650Z87aB

Subscribe, rate and review now.