Terra Crowley, MFA-P™ CEA, RRC, CFP®
Executive Financial Consultant
IG Wealth Management Inc. We take a long-term approach to planning.
Mutual Fund Division
Helping philanthropic minded professionals with financial strategies aligning with their mission-driven goals. At IG Wealth Management, we know good financial advice is more important than ever. We believe with a detailed plan, reviewed and updated regularly, you'll have the financial resources to realize your goals and stay on track. We believe building long-term relationship
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/jCBW50ZLcmV
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/Yqup50ZIf9a
08/31/2026
Many Canadians don’t understand that a will and estate plan are very different. Find out what an estate plan contains and why it’s crucial for most people. Read more: https://ow.ly/9N1z50ZHhXx
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.
From lowering your final tax burden to distributing your estate more fairly, insurance is a great estate planning tool. Contact me to discuss your options.
08/19/2026
Still time to listen: Philip explains why markets have looked too expensive for three decades and yet still delivered some of the strongest returns in history. Listen now: https://ow.ly/qbu850ZBroz
Subscribe, rate and review now.
08/17/2026
Discussing wills and other estate planning subjects can be difficult for many people. These strategies can help you to start those conversations. Read More: https://ow.ly/n3GK50ZAt0i
It’s important to integrate an inheritance into your financial plan as tax efficiently as possible. Let’s discuss your options.
08/10/2026
84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap between intention and action is real. An estate plan isn’t just for the wealthy; it’s for anyone who wants their wishes honoured. Now’s the time to discuss your estate plan.
🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/6igx50Zy6jf
Source: IG Wealth Management Annual Estate Planning Study
08/05/2026
Less than one-third (29%) of Canadians have made a plan with their family or executor for managing charitable giving in their estate. Yet 40% are interested in tools like Donor-Advised Funds. The intent is there — let’s make it real. Contact an IG Advisor today.
🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/gzH450Zwz8K
Source: IG Wealth Management Annual Estate Planning Study