Giesbrecht & Associates Private Wealth Management
100-741 Sahali Terrace V2C 6X7 Kamloops, BC, Canada

To rent or to buy?! Which is best for you? http://ow.ly/5gjW102qln3

Gratitude and joy go together.

Join us for a night of laughs as Canadian actors and comedians, and husband and wife, Colin Mochrie and Debra McGrath take the virtual stage http://ow.ly/3YzA102qYDw

Marilyn generously donated $5,000 towards the cost of a patient sit to stand lift for the Kamloops Hospice Association. The old lift recently broke and the new one has already been ordered! #Kamloopshospiceassociation #givingback #helpyourcommunity #serviceoverself

Just like that it’s November.

IG Wealth Management invites you and a guest to an in-depth presentation on the unique financial planning needs for farmers. During this event, we will share expert insights and case studies focusing on your unique financial planning needs. http://ow.ly/1vc4102qWTt

Retirement is about more than money, investments, and never having to work again. This financial planner shares some ways to have a happier retirement. http://ow.ly/YEgI102n4Yt

The impact of COVID-19 has reinforced that having a holistic view of your financial life is important more now than ever. A well-constructed financial plan which allows you to monitor your goals, and change accordingly, is the key to establishing your financial confidence and well-being. http://ow.ly/qbk1102qLNx

Marilyn Giesbrecht-Obdeyn and her crew had many laughs when taking part in our annual Comedy Tour with Colin Mochrie which was virtual this year. They watched from this 82 TV!! Virtual events can still be awesome. Our next event is with Col. Chris Hadfield message us if you want details!

Today is National Daughters Day

Whether you want: a business succession strategy, a plan on structuring your retirement income or you want to transfer your wealth to the next generation and leave a legacy, we are here to help. #WomenoftheThompsonValley Kamloops This Week

There are plenty of negative stories in the news, between the West Coast fires, hurricanes, COVID-19, political unrest and so on, and so on. But some of these events aren't as unusual as you might think. And when saving and investing, you can use that realization to plan. http://ow.ly/ySD0102mTLT

The 2020/2021 Women of the Thompson Valley has been published. Have a read through to learn more about some of the amazing women in our community. https://issuu.com//do/women_of_the_thompson_valley_2020/1

We are logged in and looking forward to our annual comedy tour tonight! It’s virtual this year and we have over 7000 clients across Canada listening live to Colin Mochrie and @Debra McGrath!! Cue the laughs!

Wow! What an incredible success!

No surprises here!

Good morning! Dont forget to get your bag of food placed outside for Rotary Food Drive today. Get it out by 9:00am. Any bag will do, it doesnt have to be the yellow ones.

Dont forget the Kamloops Rotary Food Drive is tomorrow!! Get some food out there and help feed your community. https://cfjctoday.com//kamloops-food-bank-hosting-fall-r/

On the surface, it seems like a ripe situation for stock market disaster, given the tumultuous year the world has been thrown into. However, if we take a closer look, we see some valid reasons for Wall Streets optimism. http://ow.ly/ce2v102mJlR

5 reasons the market rebounded in record time. http://ow.ly/u54R102mDKB

100 Women Who Care Kamloops is always looking for more members! Imagine the impact we could have on our community if we had over 100 members contributing at each meeting?! Tonight we raised $6,600 for A Way Home Kamloops Our meetings look a bit different but you still get the rewarding feeling of giving back and making a difference.

Are your kids or grandchildren headed back for their first day of school this week? Kelseys daughter Myra is in grade 1 this year and Sharons son Jenson is headed into grade 10! Marilyns girls are all graduated from high school. Time flies!

Back to school is a great time to revisit RESP's. If you are a grandparent and you want to contribute to your grandchildren's post-secondary education an RESP could be a great way to do that. Here is a great article: Everything you need to know about RESPs and how to minimize your family's tax liability. https://www.thewhig.com//c0e8ae06-3761-47c5-a7bf-71f36b242

Labour Day weekend was spent exactly as it should be, on the beach, in the water and enjoying the sunshine.

At this live event on September 17th, please join us for an in-depth conversation on the markets and a behind-the-scenes look at portfolio analysis. Bring your questions for our audience Q&A! Register here: ow.ly/zD8k102lDea

Dont keep us a secret!

September 1st! Its beginning to feel like fall. Are you ready for the change in seasons? We find this is a great time re-evaluate your financial goals and refocus on what you want to achieve.

becoming minimalist

The generous donation Marilyn Giesbrecht-Obdeyn made was used to purchase a sit-stand patient lift for Kamloops Hospice Association. There was definitely some excitement from the staff when it arrived this week!!

Happy International Dog day to Rosie and to all of your furry family members! #internationaldogday #goldenretriever #goldenlab

We find that our clients who are engaged, ask questions, return calls and never miss a meeting have more investable assets than our unengaged clients. Rule of thumb- if you are making a big financial decision (big depends on YOU) you should consult us. Whether that is purchasing private shares in a corporation, choosing a health/ dental plan in retirement, re-financing to purchase a different property or rental. We have ideas and solutions you may not have considered. Our c...lients who utilize us seem to do much better financially. Are you engaged with your financial planner? If not, we can help. #womenwealth #financialplanning #wealth #money #investing #saving #wealthmanagement #financialfreedom #spending #retirement #planning #freedom #budget #lovewhatyoudo #helpingpeople #bekind #practicegratitude #highnetworth #massaffluent #lifeinsurance #criticalillness #riskmanagement #cashflowplanning #estateplanning #riskmitigation

What were you taught about money as a child? What do you wish you had been taught? I had a proud mom moment when my daughter said she had an idea on how to earn some money. She wanted to sell some toys and stuffed animals to earn enough money to buy a stuffed dog toy. The first ten minutes she admitted it was much harder than she thought it would be but she stuck with it! She earned enough to buy a little pup all by herself. #womenwealth #financialplanning #wealth #money #investing #saving #wealthmanagement #financialfreedom #spending #retirement #planning #freedom #budget #lovewhatyoudo #helpingpeople #bekind #practicegratitude #highnetworth #massaffluent #lifeinsurance #criticalillness #riskmanagement #cashflowplanning #estateplanning #riskmitigation

The cost of living is rising. Ask your parents or your grandparents what the purchased their first home for. If your investments arent outpacing inflation- you are going backwards. #womenwealth #financialplanning #wealth #money #investing #saving #wealthmanagement #financialfreedom #spending #retirement #planning #freedom #budget #lovewhatyoudo #helpingpeople #bekind #practicegratitude #highnetworth #massaffluent #lifeinsurance #criticalillness #riskmanagement #cashflowplanning #estateplanning #riskmitigation

Kamloops market is on fire!

Should you pay down your mortgage or invest? Should that investment be in a TFSA or an RRSP? Should you have it in a GIC, mutual funds, stocks or something else? Not sure? That is exactly the type of questions we help our clients answer. We want our clients to know all of their available choices, so that they can make the best decision for their specific situation. #wealthmanagement #financialfreedom #financialplanning #highnetworth #certifiedfinancialplanner

Canada's First Female Finance Minister- Chrysia Freeland- another inspiring women in Canada. https://www.bnnbloomberg.ca/chrystia-freeland-to-be-named-n

Start of school will be delayed and phased in across B.C. https://www.google.ca/amp/s/www.cbc.ca/amp/1.5682294

Not only did they plan and execute an exceptionally successful fundraising event for us - an added donation from Giesbrecht & Associates Private Wealth Manageme...nt to fund our new "Sit to Stand Patient Lift" ensuring our staff have the tools to transfer patients comfortably and safely - we are truly blessed! See more

The BC government announced schools will reopen as stage 2 in September. Check out the link to learn more. https://www2.gov.bc.ca//covid-19-ret/five-stages-framework

Testimonial Tuesday: Kelsey has been very helpful in organizing me and my investments to maximize my investment benefits; to simplify the processes; and to teach me what I need to know to feel comfortable with my investment decisions.... Kelsey also took action for me, getting my paperwork in order, in a tight timeline, for my mortgage renewal, enabling me to get the great, low mortgage rete I wanted, before the Bank of Canada raised their interest rates. Her thorough knowledge, excellent client service, and her commitment to helping me achieve my financial goals have been SO valuable to me. I now know I can count on Kelsey to have my best interests in her mind and in her goals too! February 2018 from a very happy client. #testimonialtuesday #wealthplanning #financialplanning #happyclients #informedclients

Testimonial Tuesday: A follow up to the virtual meeting at 11:00 today I found the meeting was good review of my accounts both corporate and personal The ability to see the tables and the use of the pointer made understanding the data easy for me The overall meeting was even better than I expected. April 2020- a very satisfied client.... #testimonialtuesday #wealthplanning #corporateplanning #financialplanning

Pay down debt, consider debt consolidation, maybe pick up a side hustle. http://ow.ly/evE6102hYRq

Testimonial Tuesday: I have been a client of IG Wealth Management for about 15yrs. I am pleased with the results of the investment program in general and very pleased with the Investment Consultants in particular. Recently are previous consultant retired and our portfolio was taken over by Kelsey Boudreau in May 2018. Both my wife enjoy working with Kelsey as she is well informed, attentive and communicates very well. She takes the time to ensure that we understand the pros ...and cons of any decisions we make about our investments. I can happily recommend Kelsey to anyone looking for an investment consultant. August 2019- a very happy client. #testimonialtuesday #happyclients #wealthplanning #financialplanning