Kelsey Nagy - IG Wealth Management

06/04/2026

06/06/2025

A good advisor talks.

A great one listens.

Ask yourself:

Does your advisor ask about your goals, or just your portfolio?
Do they connect your investments to tax, estate and retirement planning?
Do you feel like you’re truly being heard?
If not, it might be time to expect more from your advice.

Message me for a second opinion. No pressure, just perspective.

05/29/2025

Tess and I starting out on the Alzheimer Walk in Moosomin last Saturday. So much fun!

05/26/2025

A client recently said to me, “It’s hard to find someone who really gets the big picture.”

That’s exactly what I’m here for. Whether it’s their business, their family, or their future dreams, every piece of the puzzle matters. My job is to make sure it all fits together seamlessly.

We started by talking about their goals—not just financial ones, but the life they want to build. From there, we tackled the moving parts: strategies for growing their business, ways to save, and legacy planning for their family.

The result? A financial plan that doesn’t just check the boxes—it connects the dots.

If you’re looking for advice that puts you at the centre, let’s connect.

11/03/2023

Do you own a business with sales over $20 million? Planning to sell or transfer your business in the future? Want to raise capital for expansion? Visit https://ow.ly/z53L50Q3XLL to learn how David Turnbull and the IG Private Company Advisory team unlock value for businesses.

05/31/2023

Topical and timely; join our Chief Investment Strategist, Philip Petursson, as he shares the 2023 Mid-Year Market Review, hosted by award-winning business journalist, Amanda Lang.
Thursday, June 8, 2023 at 2pm EST. http://ow.ly/8AOp50OoaXB

03/13/2023

‎Business · 2023

03/01/2023

RRSP contribution Deadline - today!

02/27/2023

A financial plan is your roadmap to help you achieve your goals and minimize your overall tax burden – today and in the future.

https://www.igprivatewealth.com/en/what-we-do/tax-planning

02/22/2023

March 1, 2023 is the deadline to contribute to your RRSP for the 2022 tax year. This is the last day that you can contribute to your RRSP if you want to take advantage of deductions and increase your tax return this spring.ch 1 2023 is RRSP deadline