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Locality: Dartmouth, Nova Scotia

Phone: +1 902-499-5016



Address: 238 Brownlow Ave B3B1Y2 Dartmouth, NS, Canada

Website: advisor.investorsgroup.com/en/donna_upham

Likes: 184

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Donna Upham 22.03.2021

In 2020 we rose to the challenge. Our performance followed suit. ow.ly/2M4k102zOWK

Donna Upham 17.03.2021

Let time work on your side. The statistics and the academic research shows it is very clear that time in the market is what builds wealth." IG Wealth Management’s Steve Rogers spoke with CTV News about the importance of taking a long-term approach to investing ow.ly/lEBJ102zags

Donna Upham 15.03.2021

Christine Van Cauwenberghe, IG’s VP of Tax & Estate Planning, shares key financial planning considerations for Canadians navigating separation and divorce with CTV Morning Live Ottawa ow.ly/f4JZ102yJ6G

Donna Upham 07.03.2021

Join us virtually on Thursday, February 4th (8:00 PM ET) for An Evening with Canadian Icon: Jann Arden. She boasts 19 top 10 singles, 8 Juno awards, a star on Canada’s walk of fame and an induction into the Canadian Association of Broadcasters Hall of Fame. Throughout her illustrious career, Jann Arden has shown that she possesses the talent, charisma and wit to entertain any crowd. Created exclusively for IG Wealth Management guests, this event will be an inspirational and entertaining evening. Join us as Jann shares her story about the unique path she took in her life, performs two songs and answers questions from the audience. Send me a direct message for the event registration link and entry code.

Donna Upham 17.02.2021

We believe a properly diversified global investment portfolio must be actively managed and strengthened by sustainable and responsible investing principles. That's why we partner with the world’s best asset managers to deliver exclusive investment solutions focused on maximizing risk-adjusted returns over the long term ow.ly/kLs6102ybZt

Donna Upham 15.09.2020

Now more than ever delivering financial education to members of our community is important. Our Empower Your Tomorrow program has worked with our partners in communities across the country to deliver workshops virtually to ensure those that need additional financial advice during this time are able to access it safely. #IGEmpowerYourTomorrow ow.ly/eoUQ102lxnb

Donna Upham 26.08.2020

Life is constantly changing, which is why you need a plan, and a proactive advisor, that can adapt with your evolving needs and goals. ow.ly/wBQP102l7c7

Donna Upham 21.08.2020

Timely advice: getting out of the market when things get bumpy can be a costly long-term strategy. ow.ly/pekR102kR1E

Donna Upham 12.08.2020

The government announced on Friday that the Canada Emergency Commercial Rent Assistance program has been extended once again, and will now cover a portion of Augusts rent for businesses that qualify. ow.ly/9PVq102kEbn

Donna Upham 02.08.2020

Webcast : Join us on July 9th for an exclusive business owner webinar. IG has teamed up again with Shopify, this time focusing on what business owners will need to know in order to prosper as they prepare to reopen once again. Well round out the session with a live Q&A, so bring your questions! ow.ly/Ud3z102i2pP #IGAnsweringTheCall

Donna Upham 24.07.2020

Please check out this great webcast, many people are not aware of what Long Term care insurance is or how important it is.

Donna Upham 04.07.2020

While commonly used to split income between spouses, prescribed rate loans can also be used to efficiently split income with adult children or to fund family investment trusts. ow.ly/RYNS102ho7F

Donna Upham 02.07.2020

So many misconceptions about this, please Join us this Thursday for a free webinar about the Disability Tax Credit and how it may apply to #Dyslexia ow.ly/BOPS102h3yU

Donna Upham 20.06.2020

Surviving And Thriving Post-Pandemic: 3 Critical Areas Of Focus ow.ly/JVOZ102gQj8

Donna Upham 14.06.2020

Join us for our Virtual Grillmaster Experience with Chef Michael Callaghan on June 12th at 7:30 PM EST. Registration below: ow.ly/ehVX102gvrx

Donna Upham 31.05.2020

I meant to post earlier! Me and my sweet 14 year old boy (who is blind and has senility) got our walk in today. Thank you to those who supported the IG online Walk for Alzheimers! #igwalkalz

Donna Upham 23.05.2020

An Entrepreneurs Guide to Thriving as the World Reopens ow.ly/MStt102fxWl

Donna Upham 06.05.2020

Graham shares his insights on the current market environment, a brief overview of Investors Real Property Fund and insights on the steps being taken to reposition the Fund given recent volatility. ow.ly/PoUs102fIuk

Donna Upham 30.04.2020

An Entrepreneur's Guide to Thriving as the World Reopens ow.ly/MStt102fxWl

Donna Upham 18.04.2020

Sunday read : Most Canadian businesses are impacted by the coronavirus pandemic but a new study reveals that the effects do not only vary by sector. #IGAnsweringTheCall ow.ly/5hVy102fE66

Donna Upham 11.04.2020

IG Wealth Management is proud to offer a very special Virtual Event featuring Olympic Gold Medalist, Hayley Wickenheiser! Join in on the conversation on May 27th as Hayley covers: Conquer Covid: $2M+ Raised Adapting in Times of Uncertainty Preparation and Staying in the Game Personal Experience in Medical Field... Fun Stories in Hockey and as an Olympic Athlete Q&A open to all attendees Dont miss out! Register today: ow.ly/uPoQ102fstL

Donna Upham 26.03.2020

Webcast : Join us on May 21st for an exclusive business owner webinar. Our experts will address everything from government support measures to financial and t...ax planning considerations relevant to our current economic environment. Well round out the session with a Q&A, so bring your questions! #IGAnsweringTheCall http://ow.ly/91NG50zFiLn See more

Donna Upham 08.03.2020

Ive lost my job. Where do I start? #Covid19 #jobloss ow.ly/w2qb102fkrA

Donna Upham 04.03.2020

Global equity markets posted a steep decline after steps taken to curtail the spread of COVID-19 shut down large portions of economic activity and created a massive global demand shock. ow.ly/LobN102fg8c

Donna Upham 22.02.2020

Were here to help small businesses, thats why were offering free, no-obligation, financial guidance to small business owners across Canada. If you have a questions about your finances we are here to help. #IGAnsweringTheCall ow.ly/pLKB102f5Dy

Donna Upham 09.02.2020

In honour of #MothersDay we spoke to IG Private Wealth Management Consultant moms about building financial confidence in the next generation. ow.ly/4Pez102eVA1

Donna Upham 07.02.2020

Want to get more done in your workday? Try out these productivity tips. ow.ly/76Sc102ePPv

Donna Upham 22.01.2020

Tipsheet for #Caregivers: Coping with #Dementia during COVID-19 Social Isolation. ow.ly/88zA102eBr1

Donna Upham 12.01.2020

How to apply for EI and other COVID-19 emergency government income supports ow.ly/fzgv102eAWk

Donna Upham 31.12.2019

Which ever you qualify for, please remember the tax implication and plan for it.

Donna Upham 12.12.2019

Just such a tough day...

Donna Upham 22.11.2019

Reduce volatility not returns. In a concentrated portfolio, market volatility can be very pronounced. However, when #investors diversify their holdings and invest for the long term, they can offset this volatility without significantly reducing returns, and still participate in #stockmarket growth.