Christy Kelly - IG Wealth Management

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Christy Kelly - IG Wealth Management Senior Wealth Advisor
Certified Financial Planner
Registered Retirement Consultant
Master Financial Advisor - Philanthropy
IG Wealth Management Inc.

Retirement planning. Divorce strategies. Pension options. Legacy planner. Virtual/in person appts CERTIFIED FINANCIAL PLANNER ®
Investors Group Financial Services Inc. Creating wealth. Protecting income. Preserving estates. Legacy focused.

*Will your retirement savings last?
*Is your income protected from illness or disability?
*Is the value of your estate protected?
*Are you maximizing tax saving strategies to meet all your wealth transfer and charitable legacy wishes?
*Do you have guaranteed income that you can never outlive? With 20+ years of trusted experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries. I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, foundations, corporations, executives, professionals, and business owners. With gratitude and kindness always.

10/26/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.

While most people understand the importance of a will, few realize it can be contested. Discover the steps to take to av...
10/22/2026

While most people understand the importance of a will, few realize it can be contested. Discover the steps to take to avoid that from happening. Read more: https://ow.ly/81Vp50ZZsUg

10/21/2026

Your first home is where you’ll create lasting memories and build the life you envision. The decisions you make about your mortgage can impact your lifestyle, savings and future goals. Talk to an IG advisor to help you navigate your options and buy your first home with confidence.

Learn More: https://ow.ly/g4jx50ZZsU3

Could Bitcoin miners be valued more for their AI infrastructure than their crypto? Ashish unpacks how contracted megawat...
10/20/2026

Could Bitcoin miners be valued more for their AI infrastructure than their crypto? Ashish unpacks how contracted megawatts and long-term cash flows may reshape how markets view these companies. Listen now: https://ow.ly/wP1B50ZZsTE

Subscribe, rate and review now.

There are ways for both working and retired couples to take advantage of income tax splitting. We look at four strategie...
10/16/2026

There are ways for both working and retired couples to take advantage of income tax splitting. We look at four strategies for reducing couples' tax bills. Read more: https://ow.ly/LfuX50ZYxSp

Could Bitcoin miners hold the key to the AI infrastructure boom? Ashish explains how publicly traded crypto mining compa...
10/16/2026

Could Bitcoin miners hold the key to the AI infrastructure boom? Ashish explains how publicly traded crypto mining companies are redirecting their power assets toward AI computing workloads and what it means for the next phase of the AI investment cycle. Listen now: https://ow.ly/ZK8Y50ZYu3R

Subscribe, rate and review now.

10/09/2026

Your mortgage renewal is an opportunity to make sure your mortgage still works for you—and with your broader financial plan. Talk to us before you renew to review your options and make an informed decision.

Learn More: https://ow.ly/UCuW50ZW0re

Fraudsters are creating fake profiles impersonating financial advisors. Be fraud aware.IG is helping Canadians stay info...
10/08/2026

Fraudsters are creating fake profiles impersonating financial advisors. Be fraud aware.
IG is helping Canadians stay informed about fraud risk: https://ow.ly/SERi50ZW0r2

Find out what happens if you die without leaving a will, how it will impact your family and friends, and how your money ...
10/08/2026

Find out what happens if you die without leaving a will, how it will impact your family and friends, and how your money and assets will be shared out.

Read more: https://ow.ly/uVfJ50ZVs3N

Address

240 High Street
Southampton, ON
N0H2L0

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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