Trevor Dreher - IG Wealth Management

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Trevor Dreher - IG Wealth Management

CERTIFIED FINANCIAL PLANNER
Investors Group Financial Services Inc I’m a proud Calgarian, born and raised. We met in university.

I believe it's within the reach of all Canadians to achieve financial independence, my practice focuses on the unique journey all clients walk towards the goal of financial independence. I celebrated my 25th anniversary this summer to my lovely wife Evonne. Together we have a son, Nathaniel. I love reading as well as writing. I’m an avid runner and love to travel – there is so much world to run ac

ross. I was educated at the University of Calgary, where I graduated with a Bachelor of Arts majoring in history. In 1999, I joined IG Wealth Management and went on to obtain my Certified Financial Planner designation, which is considered the highest certification in the financial services industry. In 2001 I joined with my mom’s (Judy) practice and acquired the business from her in 2007. The mentorship that my mom has provided was extremely helpful, focusing on strengthening client relationships. In 2011 my mom retired from the business. I regularly attend conferences and various educational sessions to keep up with industry trends. I am committed to giving back to this community and have been involved with the Mustard Seed as a tutor, Volunteer Calgary as a speaker, and Life Skills for Teens Program with the Optimists as a Chair and Facilitator. I am currently a volunteer reader for grade 1 and 2 at the Rosemont Elementary School and a member of the Parent Council at FE Osborne School. I have been a Toastmaster for almost two decades and am speaking coach at my church. I am a current board member for Friends Church. I have run for 10 straight years to raise money for the Alzheimer Society of Calgary.

04/11/2022

Did you know that the RRSP is a powerful tax-planning tool? It pays to know about the RRSP tax deductions that you could use:

It’s more than just a retirement savings account.,It’s more than just a retirement savings account.

02/11/2022

Our President and CEO Damon Murchison penned this article for the Toronto Star where he provides his best practices for investors to help ease their uncertainty when navigating turbulent market conditions. Read the full article here:

While it is easy to be distracted by the day-to-day movements of the markets, investors should keep in mind that it is the long-term trend that matters more, Damon Murchison writes.

28/10/2022

You deserve more than investment advice. Get the advice you need in a real financial plan from IG which includes investments, tax strategies, retirement, estate planning, mortgages and insurance. Talk with an IG advisor or click to learn more:

Effective financial planning goes beyond simply growing investments. The IG Living Plan takes into account every aspect of your financial life.

16/10/2022

Even the most complex lives can be simplified with a real financial plan from IG Private Wealth Management. With young kids and a growing business, clients Kabir and Shilpa Virdi have a lot on the go. See how IG built a custom plan to meet a client’s complex needs:

“Before moving to IG, we didn’t have a plan that looked at everything we had and wanted to achieve—with the business, our home and lifestyle, and plans for our kids and retirement. The team at IG put together our Living Plan to help us minimize taxes and time spent managing our finances, so we...

04/10/2022

Your wealth is full of possibilities. Now you need a plan from IG Private Wealth Management. We’ll help you achieve what matters most, through a comprehensive approach that applies tax-efficient strategies to all aspects of your financial life. Learn more:

With IG’s Private Wealth Planning Experience even the most complex situations become more clear, so you can aim to maximize the impact of your wealth today, and for years to come.

29/09/2022

On The Living Market podcast this week, Philip stresses the importance of staying calm when it comes to geopolitical events’ short-term impact on the markets. Subscribe, rate and review now. http://ow.ly/vhOH50KRypi

Chief Investment Strategist for IG Wealth Management, Philip Petursson, says when global oil prices surged following the invasion of Ukraine, it led many to believe that commodity prices would continue to push inflation to elevated levels. Listen in as he explains that while investors and speculator...

26/09/2022

You deserve more than investment advice. Get the advice you need from a real financial plan with IG which includes investments, tax strategies, retirement, estate planning, mortgages and insurance. Learn more today:

Effective financial planning goes beyond simply growing investments. The IG Living Plan takes into account every aspect of your financial life.

10/09/2022

As students begin to pay their tuition for the upcoming fall semester, it is important to know what fees and expenses can be deducted on this year’s tax return. This article will highlight some of the key deductions and credits that can help reduce your family tax bill for the 2022 filing year.

08/09/2022

Sign-up today for our informative webinar, Back to School: Remainder of 2022 and Early 2023 Outlook, featuring a deep discussion with our Chief Investment Strategist Philip Petursson. Throughout the event there will be a live, interactive Q&A session with Philip.
Register here:

Thursday, September 08, 2022 at 1:00 PM Central Daylight Time.

07/09/2022

In The Living Market podcast, Philip explores how a speech last Friday (August 26) by the U.S. Federal Reserve Chair had a vigorous impact on the markets. Subscribe, rate and review now. http://ow.ly/lQpO50KBc93

Chief Investment Strategist for IG Wealth Management, Philip Petursson, says during a speech last Friday (August 26, 2022), U.S. Federal Reserve Chair, Jerome Powell reminded everyone that words are also a powerful policy tool: Philip says he thinks when the speech warned of “pain ahead,” that P...

19/08/2022

Building a plan for your estate and ensuring you leave the legacy you want, starts with having the right people involved.

Building a plan for your estate and ensuring you leave the legacy you want, starts with having the right people involved.,Building a plan for your estate and ensuring you leave the legacy you want, starts with having the right people involved.

10/08/2022

The second quarter market review is out, and Philip Petursson says it’s too easy to dismiss the more positive aspects of what is happening. Read more and get a view on what was, and what might be next.

Historian Howard Zinn wrote, “You can’t be neutral on a moving train.” And it feels true when one reads, watches and listens to financial news. Should we end up in a recession, surely it will be one of the most widely predicted ones we have seen. It is hard for investors to stay focused on fac...

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https://advisor.investorsgroup.com/en/trevor_dreher

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