Walkom & McAllister - IG Wealth Management

Walkom & McAllister - IG Wealth Management Steve Walkom & Mitchell McAllister - Certified Financial Planning Practice Specializing in Retirement Planning.

Helping our clients build, protect and pass on their wealth. Providing expert advice to Canadian families, business owners and incorporated professionals

If you're a business owner or an incorporated professional, your situation likely presents its own set of challenges and unique opportunities. Chances are the cookie cutter investment plan won't address either of these. Your business is your liv

elihood and you should feel confident that your financial plan has all of the boxes ticked. Our team of professionals adapts to rapidly changing and complicated materials such as tax and estate planning and breaks them down into easy to understand concepts. In our industry, we find more often than not, regardless of financial well-being, individuals carry stress and worry when it comes to their finances. We help remove this stress by creating synchronized living plans tailored to personal situations and goals.⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀ ⠀⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀⠀⠀ ⠀⠀
By removing the uncertainty surrounding your finances, you're able to spend more time doing what you love. Confidence in your plan is key, how do you feel about yours?⠀

Philip explains why the loonie has quietly fallen almost 5% against the U.S. dollar, and what to make of the widening ga...
06/26/2026

Philip explains why the loonie has quietly fallen almost 5% against the U.S. dollar, and what to make of the widening gap between Canadian and U.S. interest rates. Listen now: https://ow.ly/muqx50ZhLpV Subscribe, rate and review now.

Turn Your Vision Into Reality.You’ve worked a lifetime for this.Now it’s time to:✔️ Protect your income✔️ Enjoy your lif...
06/25/2026

Turn Your Vision Into Reality.

You’ve worked a lifetime for this.

Now it’s time to:

✔️ Protect your income
✔️ Enjoy your lifestyle
✔️ Plan with confidence

A strong retirement plan isn’t just numbers — it’s peace of mind.

What does your ideal retirement look like?

Let’s make it happen.

Contact https://ow.ly/8mKm50Z3r3q | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.
IG Advisor

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Simplify Your Financial Life.Too many accounts? Too many plans? As retirement approaches, complexity can cost you:❌ Miss...
06/23/2026

Simplify Your Financial Life.

Too many accounts? Too many plans?

As retirement approaches, complexity can cost you:

❌ Missed opportunities
❌ Higher taxes
❌ Inefficient withdrawals

Simplifying your financial life can improve clarity AND outcomes.

Let us help streamline your strategy.

Reach out to https://ow.ly/tY9Y50Z3r31 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Philip explains why the three biggest risks hanging over this market have already played out, and what he sees as the re...
06/19/2026

Philip explains why the three biggest risks hanging over this market have already played out, and what he sees as the real driver of stock returns for the rest of the year. Listen now: https://ow.ly/9OMs50ZeGuX

Subscribe, rate and review now.

Tax Efficiency = More Money for You!It’s not just what you earn — it’s what you keep. Smart retirement planning can help...
06/18/2026

Tax Efficiency = More Money for You!

It’s not just what you earn — it’s what you keep.

Smart retirement planning can help:
✔️ Reduce taxes
✔️ Avoid OAS clawbacks
✔️ Maximize credits
✔️ Create tax-efficient income streams

Small adjustments can make a big difference over time.

Let’s optimize your plan—connect with https://ow.ly/jJvk50Z3r14 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Your Money Still Needs to Grow.Retirement doesn’t mean your investments stop working. 📈In fact, they still need to:✔️ Gr...
06/16/2026

Your Money Still Needs to Grow.

Retirement doesn’t mean your investments stop working. 📈

In fact, they still need to:
✔️ Grow
✔️ Keep up with inflation
✔️ Provide steady income
And all while managing market ups and downs.

It’s a balancing act—and strategy matters more than ever.

Let’s design it together.

Contact https://ow.ly/l00W50Z3r06 | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

06/12/2026

Join us for part three of our IG 100th anniversary event series on June 18: Rick Mercer and Alan Doyle share stories, music and the authentic Canadian spirit. Register now: https://ow.ly/PCNK50ZbbKR

The Retirement Gap.Here’s a reality many people miss… Your government benefits + pensions➖ Your lifestyle expenses= The ...
06/11/2026

The Retirement Gap.

Here’s a reality many people miss…

Your government benefits + pensions
➖ Your lifestyle expenses
= The “retirement gap”

That gap must be filled by your savings.

The earlier you identify it, the easier it is to close.

Want to see your numbers clearly?

Reach out to https://ow.ly/jcaL50Z3qZt | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

The 70–80% Rule (But Is It Enough?)You’ve likely heard this… “You need 70–80% of your current income in retirement.”But ...
06/09/2026

The 70–80% Rule (But Is It Enough?)

You’ve likely heard this…
“You need 70–80% of your current income in retirement.”

But here’s the truth:
Your lifestyle - not a rule of thumb - determines your number.

Travel plans?
Downsizing?
New hobbies?

Your retirement is unique, your plan should be too.

Let’s build a plan tailored to YOU.

Contact https://ow.ly/Oep450Z3qWa | Walkom McAllister Group or to get the full copy of the Guide to Smarter Retirement Income Planning.

By getting to know what matters most to you, we’ll build a custom-made financial plan to help you reach your specific goals and explore life’s possibilities. And we’ll proactively adapt your plan as your life and goals change.

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found go...
06/05/2026

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found goes against how a lot of investors are feeling right now. Listen now: https://ow.ly/ppQ650Z87aB

Subscribe, rate and review now.

Address

Suite 100/37 Richard Way SW
Calgary, AB
T3E7M8

Opening Hours

Monday 9am - 6pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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