Alex Kellermann- IG Wealth

Executive Financial Consultant, CFP®, CLU®, CIM®, RRC®
IG Wealth Management Inc. Mutual Fund Division How does our team do this?

As an Executive Financial Consultant at IG Wealth Management, I advise 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐎𝐰𝐧𝐞𝐫𝐬 𝐚𝐧𝐝 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 enabling them to spend more time doing the things they love, while gaining personalized financial freedom. My team includes financial planning experts, who specialize in investment, retirement, tax, and life planning. This team allows you to navigate through all life's changes, where we will be

with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. I understand you may be:

❌ Too time-constrained to create an effective financial roadmap in alignment with your life priorities and unique situation
❌ Under-exposed to strategies that help optimize your wealth by minimizing, deferring or offsetting your taxes
❌ Unsure about addressing legacy planning concerns that are intensely personal; for your family and for your business
❌ Stressed that your investments do not reflect your current situation and risk profile

Perhaps you never had the chance to find a trusted authority in the Wealth Management space. Perhaps you are too busy to get the chance to sit down and think about these important aspects of your life that may go overlooked. Our team is very proud to say that thanks to the expertise and work we do with IG Wealth Management, we can help you reach your goals sooner and add real value by:

✅ Creating a personalized financial plan that addresses your individual goals and concerns
✅ Consulting broadly, drawing on our internal specialists and resources
✅ Solving creatively to find the best options for you to arrive at strategies focused on structuring, enhancing, protecting and transferring wealth built to your unique needs
✅ Making your portfolio a source of comfort, not concern with the help of cohesive, prudent and tax efficient wealth management strategies

To learn more about how we can help you reach your goals, please shoot me a direct message through LinkedIn or use the contact information below:

Phone: (647) 937-0631
Email: [email protected]

OR

Book a brief 20 minute virtual introduction using the link above

Earnings, AI and emerging markets found another gear

07/21/2026

What fueled markets in the second quarter? Strong earnings, accelerating AI adoption, and emerging market opportunities. Read the full review:

Earnings, AI and emerging markets found another gear The second quarter of 2026 (and the first half of the year more broadly) offered investors a reminder that markets are often driven by fundamentals rather than headlines. Geopolitical tensions, volatile energy prices and shifting interest-rate expectations dominated the news cycle, yet global equiti...

07/15/2026

Proud of our IG Wealth team for winning the MEC World Cup 3v3 office tournament. We battled through heatwaves, smog alerts, and some pretty stiff competition but after a month of games, I am happy to say we took home the title.

06/09/2026

Retiring on $500,000 requires careful income planning, realistic spending assumptions, and tax awareness. Learn three foundational principles that can help evaluate sustainability and coordinate government benefits effectively.

06/07/2026

Retirement planning involves more than hitting a savings goal. Learn five common mistakes around withdrawals, taxes, CPP and OAS timing, and estate planning that can impact long-term financial stability.

06/05/2026

Learn how TFSAs can play a role in tax-efficient retirement income and estate planning. Understand contribution rules, successor holder designations, and how proper coordination may help preserve wealth for the next generation.

06/03/2026

Learn how coordinating RRSP withdrawals with CPP and OAS timing may help manage taxes and support sustainable income. Understand how benefit timing and income thresholds can influence long-term retirement outcomes in Canada.

06/01/2026

Explore how a Canadian retiree with $900K across an RRSP and TFSA might structure withdrawals for tax efficiency and long-term income stability. Learn how account sequencing and income thresholds can influence retirement outcomes.

05/30/2026

Early retirement can create a valuable tax planning window. Learn how structured RRSP withdrawals before age 71 may help manage future taxes, reduce OAS clawback risk, and support long-term retirement income.

05/28/2026

Converting an RRSP to a RRIF or accelerating withdrawals without a plan can create higher lifetime taxes. Learn how timing, income thresholds, and coordinated withdrawals may help reduce tax friction in retirement.

05/26/2026

Improper RRSP withdrawals can trigger higher taxes and impact income-tested benefits. Learn how timing, RRIF conversion strategy, and income coordination may help reduce unnecessary tax exposure in retirement.

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