Walkom & McAllister - IG Wealth Management

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?⠀

Philip explains why the U.S. Treasury is acting like a homeowner refinancing a mortgage and why the market saw through i...
08/29/2026

Philip explains why the U.S. Treasury is acting like a homeowner refinancing a mortgage and why the market saw through it almost immediately. Listen now: https://ow.ly/jwJF50ZGKqz Subscribe, rate and review now.

Have questions about your estate plan? You're not alone.Many people wonder:✅ Is my will up to date?✅ Are my beneficiarie...
08/26/2026

Have questions about your estate plan? You're not alone.

Many people wonder:
✅ Is my will up to date?
✅ Are my beneficiaries current?
✅ Will my assets be distributed the way I intend?
✅ Is my family protected if circumstances change?

Estate planning doesn't have to be overwhelming. With the right guidance, you can create a plan that reflects your wishes and helps provide confidence for the future.

Reach out to the Walkom McAllister Group to learn how these financial planning strategies can fit into your overall plan. https://ow.ly/4Nxi50ZxOzr

Who receives your assets is important. How they receive them can be just as important.Many people focus on beneficiaries...
08/24/2026

Who receives your assets is important. How they receive them can be just as important.

Many people focus on beneficiaries when creating a will, but the distribution strategy deserves equal attention.

Should assets be distributed immediately? Gradually over time? Held in trust? Protected for future generations?

These decisions can have a significant impact on preserving wealth and supporting your loved ones according to your wishes.

A well-crafted estate plan considers both the destination and the journey.
https://ow.ly/oW9y50ZxOyi | Walkom McAllister Group

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rat...
08/22/2026

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rates, with implications for bonds and the Canadian dollar. Listen now: https://ow.ly/myhm50ZCIrV. Subscribe, rate and review now.

Is every part of your estate plan pulling in the same direction?Many people update their will but forget about beneficia...
08/21/2026

Is every part of your estate plan pulling in the same direction?

Many people update their will but forget about beneficiary designations on investment accounts, pensions, and insurance policies.

The result? Assets may be distributed differently than intended.

A well-structured estate plan ensures your accounts, insurance coverage, and registered plans all support your overall wishes and work together as part of a coordinated strategy.

Estate planning isn't just about having the right documents. It's about making sure everything is connected.

https://ow.ly/sV9g50ZxOwq | Walkom McAllister Group

Equal doesn't always mean fair.One of the most important aspects of estate planning is considering what fairness means f...
08/19/2026

Equal doesn't always mean fair.

One of the most important aspects of estate planning is considering what fairness means for your family's unique situation.

A well-designed will takes into account individual circumstances, family dynamics, and long-term intentions. That's why planning ahead is so important. It gives you the opportunity to make thoughtful decisions rather than leaving important matters open to interpretation.

The best time to create clarity for your loved ones is before they need it.

Life rarely goes exactly as planned. Your estate plan shouldn't assume it will.An effective estate plan considers more t...
08/17/2026

Life rarely goes exactly as planned. Your estate plan shouldn't assume it will.

An effective estate plan considers more than one outcome. It accounts for changing family dynamics, health challenges, market fluctuations, and other unexpected events that can impact your financial legacy.

The question isn't just, "What happens when I'm gone?"
It's also, "What happens if circumstances change before then?"

The more scenarios your plan addresses, the better prepared your family can be.

Does your will reflect the life you're living today?Many people create a will and assume the job is done. But as life ch...
08/14/2026

Does your will reflect the life you're living today?

Many people create a will and assume the job is done. But as life changes, your estate plan should change too.

A well-crafted will considers family dynamics, long-term care needs, tax implications, and unexpected life events. What made sense five or ten years ago may no longer align with your intentions today.

A simple review could make a significant difference for your loved ones in the future.

Let's start the conversation.
Walkom McAllister Group https://ow.ly/Ymcz50ZxO8z

When was the last time you reviewed your estate plan?Life changes. Families grow. Priorities evolve. Your estate plan sh...
08/12/2026

When was the last time you reviewed your estate plan?

Life changes. Families grow. Priorities evolve. Your estate plan should evolve with them.

An outdated plan can create unnecessary stress, delays, and costs for loved ones. Taking time today to review key documents and your overall strategy can help provide clarity and confidence for tomorrow.

Your legacy deserves more than a one-time plan.

Reach out to the Walkom McAllister Group to learn how estate planning fits into a comprehensive financial strategy.
https://ow.ly/UrqO50ZxNYe

84% of Canadians say having an estate plan is important, yet fewer than half (41%) actually have one in place. The gap b...
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 honored.

Now’s the time to discuss your estate plan.
https://ow.ly/fQKK50ZxKyS | Walkom McAllister Group

🔎 From our 2026 Annual Estate Planning Study. Read the full findings here: https://ow.ly/Qn2P50ZxKyP

Source: IG Wealth Management Annual Estate Planning Study

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