Heather J. LeBar- IG Wealth Management

Heather J. LeBar- IG Wealth Management Senior Wealth Advisor, IG Wealth Management Inc. FMA, FCSI, CIWM, CFP

I focus on comprehensive financial planning, covering tax, retirement, estate, small business, education, insurance, and investments. I have a passion for empowering women and supporting non-profit organizations to achieve their financial goals and make a positive impact in their communities. I work with a team of experts and partners at IG Wealth Management to deliver customized solutions and exceptional service to clients.

For many millennials, the financial stress isn’t just about the numbers—it’s about the gap between how life looks from t...
08/27/2026

For many millennials, the financial stress isn’t just about the numbers—it’s about the gap between how life looks from the outside and how it actually feels. https://tinybfs.com/t/Ia1yGd

CFOs can turn AI’s last-mile challenge into measurable value through stronger ROI discipline, cost transparency, governa...
08/23/2026

CFOs can turn AI’s last-mile challenge into measurable value through stronger ROI discipline, cost transparency, governance and ex*****on. https://tinybfs.com/t/zvopO3

Many people are relying on AI too much. AI is a tool and will not replace the relationships in our lives that add to our...
08/21/2026

Many people are relying on AI too much. AI is a tool and will not replace the relationships in our lives that add to our heath and well-being. We need to be intentional about nurturing our relationships. https://tinybfs.com/t/HrKTA6

Intentional lifetime giving creates far greater impact than lump‑sum inheritances by reducing stress, building responsib...
08/20/2026

Intentional lifetime giving creates far greater impact than lump‑sum inheritances by reducing stress, building responsibility, and passing down values along with wealth. https://tinybfs.com/t/WE1BbC

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnis...
08/18/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down. https://tinybfs.com/t/RvyCoq

The well-regarded Shiller CAPE ratio is at 42, putting stock valuations at a 26-year high.Here are a few points to consi...
08/16/2026

The well-regarded Shiller CAPE ratio is at 42, putting stock valuations at a 26-year high.
Here are a few points to consider. https://tinybfs.com/t/4GyZE2

While the Fed didn’t raise rates, the bond market did. That means hardship for home buyers and higher hurdles for A.I. d...
08/14/2026

While the Fed didn’t raise rates, the bond market did. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees. https://tinybfs.com/t/5DXn0W

The CFA Institute’s Mona Naqvi says the investment profession is ‘moving from information stewardship to intelligence st...
08/13/2026

The CFA Institute’s Mona Naqvi says the investment profession is ‘moving from information stewardship to intelligence stewardship’. https://tinybfs.com/t/ZMgWwV

Financial planning gets all the attention in a business sale — but the identity, community and sense of purpose you lose...
08/11/2026

Financial planning gets all the attention in a business sale — but the identity, community and sense of purpose you lose the day you sign are what most founders never prepare for, and what defines whether the exit was actually worth it. https://tinybfs.com/t/ik1cxe

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649 Scottsdale Drive, Suite 401
Guelph, ON
N1G4T7

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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