Talk Money: Make Your Investment Plan Work for You 

Celebrate Financial Literacy Month with United Way 

November marks the 15th anniversary of Financial Literacy Month — a national movement to strengthen financial knowledge and skills. The 2025 theme, “Talk Money”, encourages Canadians to have open, honest conversations about money to build confidence and make informed decisions. 

Celebrate Financial Literacy Month by joining United Way of the Alberta Capital Region for an engaging workshop that equips you to plan for the future with clarity and confidence.  

In this session, you will:  

• Learn how to withdraw from retirement savings wisely and adjust your portfolio. 

• Determine the right level of investment risk for your life stage. 

• Explore secondary sources of income and their impact on savings and spending. 

• Discover the role of philanthropy in financial wellness – from annual donations to charitable trusts. 

• Explore best practices for setting up a trust, preparing children to manage funds responsibly, and aligning your giving with your values.

And most importantly, ask your questions and get expert guidance from two accredited financial advisors.  

Take part in a practical conversation that helps you build security today and confidence for tomorrow. 

Alastair McKenzie began his career with IG Wealth Management in 2012, building a successful practice in Thunder Bay before relocating to Edmonton in 2017 to become Regional Vice-President. He now leads a team of over 125 licensed advisors across Alberta, managing more than $6 billion in assets. A Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC), Alastair is actively involved in the community and lives in Beaumont with his wife and son. 

With over 20 years in financial services, Dan Hague has been an Executive Financial Consultant with IG Wealth Management since 2007. Known for his ability to navigate complex financial situations and build trusted relationships, he is a leading advisor within IG’s Private Wealth Management division. Based in Edmonton, Dan works with clients across Canada and holds several designations, including CFP®, RRC, CIP, and MFA-P.