Markets and Legacies: Planning for Prosperity and Posterity in 2025

Please join us for an exclusive event featuring Ashish Utarid, Assistant Vice-President of Investment Strategy, and Athenea O’Bryan, Director of Tax & Estate Planning. 

Ashish will cover burning questions such as: 

  • What impact will U.S. trade policy have on the Canadian Economy? 
  • Will interest rates continue to be cut? 
  • What is the outlook for markets going forward? 

Athenea will discuss: 

  • The importance of a properly drafted will and other critical components of an estate plan 
  • Key considerations and strategies for various family situations 
  • How to plan ahead and minimize the impact of tax on your financial legacy 

There will also be an opportunity for Q&A at the end of the presentation. We encourage you to bring a guest that you believe would benefit from an introduction to IG Wealth Management and our team. We look forward to hosting you!

Event date: May 7th, 2025 @ 6:00 p.m.

Itinerary: 

  • 6:00 p.m. - Reception w/ hors d’oeuvres
  • 7:00 p.m. - Presentation + Q&A
  • 8:00 p.m. - Mingle & beverages

Contact: megan.callihoo@ig.ca

 

Location

Gasoline Alley Farmers’ Market 
558 Laura Avenue, Red Deer, AB

Speakers

Ashish Utarid

CIM, QAFP, PFP, FCSI
Assistant Vice-President, Investment Strategy

Ashish Utarid brings over 20 years of financial services expertise to his role as Assistant Vice-President, Investment Strategy at IG Wealth Management. Known for his clear and relatable communication style, Ashish simplifies complex financial concepts to help advisors and clients confidently navigate ever-changing markets. With a passion for behavioral economics, Ashish combines a holistic view of market trends with data-driven insights to provide timely and actionable guidance.

Athenea O’Bryan

BA, LLB, JD, TEP, RRC 
Director, Tax & Estate Planning

Athenea works mainly with high-net-worth individuals, farm businesses, and other owner-managed businesses. She advises individuals and their fiduciaries on tax, estate planning, and succession matters. Athenea holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations, and has a Bachelor of Laws degree, as well as a Juris Doctorate degree from Michigan State University College of Law.

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