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Margarita Connoisseur Miko Photography

MAKING MAGICAL MARGARITAS What If?...
WITH TRINA MARGARITA

ife is not set in stone. Goal’s change, you discover new interests and life evolves.
I’m Trina of Trina’s Margarita Club and I’m passionate about margaritas! I’m celebrating life & Planning a solid financial future is more complex than ever, leaving us to navigate
taking the seriousness out of adulting! I create custom margarita kits containing everything our way with “what if” questions. What if I outlive my money? What if we
you need to celebrate (BYOB). Offering 12 flavours & 3 sizes. Delivered to you for FREE in L downsized? What if the market falls? My clients have never had such pressing
YYC! Use code WOMANITION15 for 15% off your first order. CHEERS! questions and they need help answering the “What If’s?”
Imagine a holistic financial plan that allows you to consider and adjust for every
Trina Arnold possible scenario to your ‘what if’ questions. The IG Living Plan™ is more than traditional

Trina’s Margarita Club investment advice. This new exciting collaborative digital experience helps clients
across Canada test their “what if” scenarios, explore new goals, and see how various
info@trinasmargaritaclub.ca considerations such as market shifts, inflation and living longer could impact their net
trinasmargaritaclub.ca I 403-804-2729 worth.
It starts with an open and honest discussion that goes much deeper than you may
have experienced with other financial advisors. I want to understand your personal
Technological Innovator Irene Lay Photography and family goals and am deeply committed to establishing life-long relationships and
providing a comprehensive financial plan that adapts and changes as your life does
to meet your goals and achieve true financial well-being.
JELIFESTYLE - UNITING PEOPLE TODAY Your financial well-being score will depend on 5 key dimensions:
We will plan for financial flexibility and for major expenditures such as
WITH THE PLATFORM FOR TOMORROW education and family vacations, perhaps even a vacation property.

Providing the definitive virtual solution for humankind in today’s changing world, JEL is the
®
ultimate in inclusion, unifying families, leaders, teams. Optimizing JELCorporate for your business JOANNE KIRK, CFP , EPC, FCIP
events enables you to transparently engage limitless attendees anywhere in a virtual experience FINANCIAL CONSULTANT, IG WEALTH MANAGEMENT
that most effectively mirrors a real-life conference, giving them a place to be seen, heard, validated. INVESTORS GROUP FINANCIAL SERVICES INC.
Everyone needs a voice.
Jennifer Brown-Flewelling joanne.kirk@ig.ca I 403-828-0845

JE LifeStyle|Design We will review your monthly cash flow including income and expenses

Concierge@jedesigndecor.com which will enable us to implement strategies to free up cash flow and
jedesigndecor.com I 780-400-8453 optimize tax efficiencies.
As a part of your plan, we will prepare for the unexpected and ensure your
plan is secure so in the event of the unthinkable-your family, your home and
Event Planner your financial plan are protected and stay on track.

Miko Photography To help you with retirement, we will prepare a plan to both preserve capital
and generate future income. We will set up a tax efficient investment portfolio,
so you will be able to retire on your own terms, maintain your independence
BALLOON ARTIST and manage your retirement income for your unique needs.
And finally, we will protect your estate, ensuring that you will be
able to share your wealth and leave a lasting legacy for your family
and future generations. Working with our in-house experts, we
Yolany Benavides is an entrepreneur balloon artist in Calgary with more than 6 years of will analyze your estate needs, ensure your will is up to date, and
experience in the business. She believes that life is made up of especially moments that are your wealth transfer plans are tax efficient.
worth celebrating so she specialize in event planning and decorating to make your special Let’s work together so you can focus more on what matters to
event a beautiful time worth remembering.
you and stay open to life’s possibilities. Does your plan do that?
Trademarks, including IG Wealth Management and IG Private
Yolany Benavides Wealth Management are owned by IGM Financial Inc. and licensed

to subsidiary corporations. This is a general source of information
Party and Balloons Calgary only. It is not intended to provide personalized tax, legal, or
info@partyandballoonscalgary.com investment advice and is not intended as a solicitation to purchase
partyandballoonscalgary.com I 403-399-3258 securities. Joanne Kirk is solely responsible for its content. For more
information on this topic or any other financial matter, please contact
an IG Wealth Management consultant.
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