Terra Crowley, CFP
4295 King St. East N2P 0C6 Kitchener, ON, Canada

Welcome to December! While many may be thinking of snow and upcoming holidays - there are a few financial deadlines creeping up. One is your TFSA which offers great investment strategies - especially if you utilize it effectively. Questions? Reach out to book your complimentary virtual chat. Make sure you are planning to be financially prepared for 2021!

These days, not many people are using physical cash. How many of you remember when the dollar bill and the two dollar bill changed to a coin? Did you tuck away away any bills in hopes it may be worth something more down the road? https://globalnews.ca//uncommon-bills-legal-tender-status/

Did you receive double CERB payments? Yes, the CRA knows, and yes, they want their money back. https://globalnews.ca/news/7424806/cra-double-payments-cerb/

PLEASE JOIN US FOR AN EXCLUSIVE WEBINAR Financial Planning in the Agriculture Sector 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. Tuesday, November 3, 2020... 1:00 PM ET Featured Speakers: Herp Lamba, Senior Vice President, Financial Services Distribution Sheryl Troup, Director, Tax & Estate Planning, Advanced Financial Planning Topics we will discuss: Cash flow management Meeting your needs over time Risk management Protecting yourself, your business & your family Considering incorporation Succession planning Looking ahead Transitioning to retirement Creating sustainable cash flow Please let me know if you would like to attend OR if you know of someone who may be interested. I'm happy to share registration information for this event.

Don't like thinking or talking about life insurance? For many, it seems morbid or tempting fate. Some figure they have life insurance "through work" and that's sufficient. Others say they have plenty of savings, why bother "wasting" money on insurance. Let's try thinking about it differently. No one wants to spend money on things they "need". Who raves about spending money on a new roof or other home repairs?... But people sure do get excited about knowing their family is protected. The same can be said for life insurance. I'm hosting a series of online insurance informational sessions throughout the month of November. Interested? To book your session, please email: [email protected] #insurance #lifeinsurance #financialplanning #family https://lnkd.in/gRFJDkN See more

Join us for an exclusive event! "Realizing the Dream: A Private Discussion with Martin Luther King III". IG Wealth Management CEO Damon Murchison will be interviewing Mr. King, asking about his life’s work, his greatest struggles and the continuation of his legendary father’s Dream. We will also field questions from attendees in a Q&A session to complete the event and seek to energize Canadians in the process. Topics will include his iconic family history, his work around the... globe with key political figures including John Lewis and the Rev. Al Sharpton as well as the need for seeking peaceful means to address the equality dilemmas that face our world. EVENT DETAILS: Thursday, October 22 at 8pm ET This is a virtual event. If you would like to attend, please message me for details. See more

Happy first day of September! In a blink of an eye, it seems like we jumped from May to September. There have been many exciting changes happening at IG Wealth Management! For all the app lovers out there we have launched a new IG Wealth Management app! Check it out and let me know what you think. In my own practice, I’m excited to announce the newest member of the team! Please welcome Diane Sloat as my new Associate. With 30 years of experience, Diane brings value to ev...ery client meeting. She educates clients so they make informed decisions and protect what matters most their family, income, home and savings. Welcome to the team Diane! See more

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