Walkom & McAllister - IG Wealth Management

Directions Website

Walkom & McAllister - IG Wealth Management IG Wealth Management Inc., Mutual Fund Division Guiding families and business owners through the complexities of wealth, retirement, and legacy planning.

Steve Walkom - Senior Wealth Advisor
Mitchell McAllister - Senior Wealth Advisor

Guiding families and business owners through the complexities of wealth, retirement, and legacy planning. If you're a business owner or an incorporated professional, your situation likely presents its own set of challenges and unique opportunities. Chances are the cookie cutter investment plan won't address either of these. Your business is your livelihood and you should feel confident that your financial plan has all of the boxes ticked. Our team of professionals adapts to rapidly changing and complicated materials such as tax and estate planning and breaks them down into easy to understand concepts. In our industry, we find more often than not, regardless of financial well-being, individuals carry stress and worry when it comes to their finances. We help remove this stress by creating synchronized living plans tailored to personal situations and goals.⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀
By removing the uncertainty surrounding your finances, you're able to spend more time doing what you love. Confidence in your plan is key, how do you feel about yours?⠀

Insurance is more than a product. It's an important part of a comprehensive financial plan.Throughout our IG 100 Financi...
09/23/2026

Insurance is more than a product. It's an important part of a comprehensive financial plan.

Throughout our IG 100 Financial Tips insurance series, we've discussed the importance of protecting your income, reviewing coverage regularly, understanding the limits of workplace benefits, and ensuring insurance solutions support your broader financial goals.

The right insurance strategy can help provide financial security for your family and confidence that your plan can withstand life's unexpected challenges.

If you're unsure whether your current coverage aligns with your goals, now may be a good time for a review.

Contact the Walkom McAllister Group to learn how these financial planning concepts can help support your future.
https://ow.ly/X8U850ZJB04 | Walkom McAllister Group

Your ability to earn an income is one of your most valuable financial assets. While many people focus on protecting thei...
09/21/2026

Your ability to earn an income is one of your most valuable financial assets. While many people focus on protecting their home, investments, or savings, they often overlook the income that makes all those goals possible.

Disability insurance can help provide financial support if an illness or injury prevents you from working, helping you stay on track with everyday expenses and long-term financial goals.

A comprehensive financial plan isn't just about building wealth. It's about protecting the income that helps build it.

At Walkom McAllister Group, we help clients create financial plans that balance growth, protection, and peace of mind.
https://ow.ly/KxQH50ZJAY0 | Walkom McAllister Group

Philip explains why the U.S. Federal Reserve’s first rate hike in three years won’t be its last and what it means for th...
09/19/2026

Philip explains why the U.S. Federal Reserve’s first rate hike in three years won’t be its last and what it means for the Canadian dollar. Listen now: https://ow.ly/8MCq50ZPmi6 Subscribe, rate and review now.

Insurance can provide valuable financial protection, but it's important to consider how potential payouts fit into your ...
09/18/2026

Insurance can provide valuable financial protection, but it's important to consider how potential payouts fit into your broader financial strategy.

Life insurance proceeds, disability benefits, and critical illness payments can have significant implications for debt management, income replacement, retirement goals, estate planning, and wealth transfer objectives.

By integrating insurance into your overall financial plan, you can help ensure that protection and long-term goals work together rather than independently.

At Walkom McAllister Group, we believe insurance should be more than a policy. It should be a strategic component of your financial plan.
https://ow.ly/ZIOi50ZJAU5 | Walkom McAllister Group

Your insurance needs are not static. As your life evolves, your coverage should evolve with it.Major life events such as...
09/16/2026

Your insurance needs are not static. As your life evolves, your coverage should evolve with it.

Major life events such as marriage, the birth of a child, purchasing a home, starting a business, career changes, or approaching retirement can all impact your insurance requirements.

Even without major changes, reviewing your coverage every few years can help ensure it remains aligned with your financial goals and provides the protection your family may need.

A regular review can help identify gaps, eliminate unnecessary coverage, and ensure your overall financial plan stays on track.

When people think about insurance, life insurance often comes to mind first. However, for many Canadians, their ability ...
09/14/2026

When people think about insurance, life insurance often comes to mind first. However, for many Canadians, their ability to earn an income is their most valuable financial asset.

An illness or injury that prevents you from working can have a significant impact on your financial goals, retirement plans, and family's lifestyle. That's why disability and critical illness coverage can play an important role in a comprehensive financial plan.

Protecting your income today can help protect the future you've worked hard to build.

At Walkom McAllister Group, we help clients evaluate insurance strategies that fit their unique circumstances and long-term goals.
https://ow.ly/v3RC50ZJAK8 | Walkom McAllister Group

Employer-provided life insurance can be a valuable workplace benefit, but it may not be enough to meet your family's lon...
09/11/2026

Employer-provided life insurance can be a valuable workplace benefit, but it may not be enough to meet your family's long-term financial needs.

Many group plans provide coverage based on a multiple of salary, which may fall short when considering ongoing living expenses, mortgages, education costs, debt obligations, and future financial goals.

A comprehensive financial plan includes reviewing all sources of protection and determining whether additional coverage may be needed.

At Walkom McAllister Group, we help families assess their insurance needs within the context of their overall financial strategy.
https://ow.ly/UjrB50ZJAAt | Walkom McAllister Group

A well-rounded financial plan is not only about growing wealth. It's also about protecting it.Insurance can play an impo...
09/09/2026

A well-rounded financial plan is not only about growing wealth. It's also about protecting it.

Insurance can play an important role in helping safeguard your family's financial future, protect against unexpected events, and support long-term goals such as estate planning, business continuity, debt protection, and income replacement.

As life changes, your insurance needs may change as well. Regular reviews can help ensure your coverage remains aligned with your family's needs and your overall financial strategy.

At Walkom McAllister Group, we help clients build comprehensive plans that balance wealth accumulation with wealth protection.

While many Canadians understand the benefits of investment income and insurance, fewer know about strategies that combin...
09/07/2026

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/YSv550ZJuop

09/04/2026

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/GF8250ZJuo4

Address

Suite 100/37 Richard Way SW
Calgary, AB
T3E7M8

Opening Hours

Monday 9am - 6pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Walkom & McAllister - IG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category