Terra Crowley, CFP - IG Wealth Management

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Terra Crowley, CFP - IG Wealth Management Terra Crowley, MFA-P™ CEA, RRC, CFP®
Executive Financial Consultant
IG Wealth Management Inc. We take a long-term approach to planning.

Mutual Fund Division
Helping philanthropic minded professionals with financial strategies aligning with their mission-driven goals. At IG Wealth Management, we know good financial advice is more important than ever. We believe with a detailed plan, reviewed and updated regularly, you'll have the financial resources to realize your goals and stay on track. We believe building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we'll work with you to develop a plan to help get you there.

- Investors Group Financial services Inc.

While most people understand the importance of a will, few realize it can be contested. Discover the steps to take to av...
10/26/2026

While most people understand the importance of a will, few realize it can be contested. Discover the steps to take to avoid that from happening. Read more: https://ow.ly/Qfw55100WuH

There are ways for both working and retired couples to take advantage of income tax splitting. We look at four strategie...
10/19/2026

There are ways for both working and retired couples to take advantage of income tax splitting. We look at four strategies for reducing couples' tax bills. Read more: https://ow.ly/Q4xR50ZYTPL

10/16/2026

💡 Feel more confident about your financial and estate planning.

The Alzheimer Society Waterloo Wellington is pleased to once again partner with IG Wealth Management to offer a free, in-person Financial Confidence workshop for people living with dementia, care partners, families and anyone looking to better prepare for the future.

The seminar will cover:
• Wealth planning for aging individuals
• Advice for caregivers and people living with dementia
• Will planning
• Benefits of charitable giving
• Tax considerations and resources available to Canadians

📍 Kitchener: October 27
📍 Cambridge: October 29

Space is limited, so take a moment to register for the date and location that works best for you!

👉 Register here: https://form.jotform.com/252305010589249

10/07/2026

Your mortgage renewal is an opportunity to make sure your mortgage still works for you—and with your broader financial plan. Talk to an IG advisor before you renew to review your options and make an informed decision.

Learn More: https://ow.ly/TZNo50ZVoQO

The world is changing. Markets are evolving. Your portfolio should evolve too.Discover IG Strategic Wealth Portfolios, a...
10/05/2026

The world is changing. Markets are evolving. Your portfolio should evolve too.

Discover IG Strategic Wealth Portfolios, a globally diversified investment solution powered by the expertise of the Goldman Sachs Asset Management’s Multi-Asset Solutions team. While markets never stop changing, this dedicated team is continuously evaluating the risks and opportunities that may shape your future.

Learn more: https://ow.ly/og5750ZUsOr

Don’t overlook your life insurance coverage! This article highlights the importance of reassessing your policy, especial...
09/30/2026

Don’t overlook your life insurance coverage! This article highlights the importance of reassessing your policy, especially with workplace plans often falling short. Learn how to ensure you’re adequately protected through major life changes.

A new TD Insurance survey reveals dangerous knowledge gaps around life insurance as Canadians navigate major life transitions

09/23/2026

Don’t get scammed.

If something ever feels off, trust that instinct and contact me directly through my verified details. Be fraud aware.

IG is helping Canadians stay informed about fraud risk: https://ow.ly/Z4af50ZQxcj

09/21/2026

If you have over $500,000, I can offer estate planning advice to help ensure your wishes are respected and taxes are minimized. I can also help explore the best ways to leave assets to your heirs while preserving family harmony. If you’d like more estate planning clarity, contact me for a second opinion on your plan.

09/16/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to u s to find out how these tips could help boost your financial plan.

09/09/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end. Register now: https://ow.ly/jCBW50ZLcmV

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4295 King Street East
Kitchener, ON
N2P0C6

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