Paul Monson, CFP - IG Wealth Management

Philip shares the key trends currently dominating the team's market strategy conversations and what they mean for investors. Listen now: https://ow.ly/B7h050ZIOr0

Everything you need to know before renting out your vacation home, including sprucing it up, insurance, management, marketing and tax implications. Read More: https://ow.ly/9i6c50ZAFME

Learn how to use business insurance strategies to not only protect your business but also to help it grow and thrive. Read More: https://www.ig.ca/en/insights/business-insurance-strategies-for-entrepreneurs

I recently spoke with a client about updating their estate plan. What started as a simple Will review led to a meaningful conversation about values, legacy and what they want their children to truly inherit.
Think about what might be important to your family to inherit. For some, it's a cottage. For others, it's a charitable cause. For all of us, it's more than money.
Ready to start? Message me for our Family Mission Statement Workbook and start creating your legacy today.

Philip breaks down five market insights in one episode and explains why the next two months may be the most important test this market has set for itself all year. Listen now: https://ow.ly/8gNL50Zon1F

Subscribe, rate and review now.

The most expensive financial mistakes you never hear about.

They don't make headlines.

They don't trigger alarms.

But they can quietly drain wealth from even the smartest families.

Swipe through the seven silent mistakes that could be hiding in your plan and learn how to avoid them before it's too late.
[email protected]" rel="ugc" target="_blank">https://www.ig.ca/en/estate-mistakes?aemail=[email protected]

Passing on wealth is one thing. Handing down a legacy? That takes careful planning and open dialogue.

Have you talked to your family about:
-What each person expects, and what's actually in your Will?
-Who will be responsible for the cottage, and who feels most attached to it?
-What you value most, and how you want your wealth to be used?

Some of the most costly estate planning mistakes aren't legal or financial. They're communication gaps that can lead to confusion and conflict.

Let's build a family wealth strategy that helps your loved ones understand your intentions and proudly carry them forward.

I'm excited to support the Alberta Pickleball Championship, happening in Calgary.

Thinking of coming out? Send me a message - I'd love for you to join me and take in a few days of incredible competitition and community spirit.

See you on the court!