Megan Skelly - IG Wealth Management
A legal & financial in Lethbridge — low-pressure, judgment-free advisory relationship.
Care that adapts as needs change.
Clients starting to build wealth, not just those with large existing portfolios.
She will meet outside regular hours and come to you if needed
low-pressure, judgment-free advisory relationship
What families look for first.
Who this may be right for.
Good fit for
- Clients starting to build wealth, not just those with large existing portfolios
- Retirement planning and life insurance alongside investment management
- Busy professionals, parents, and those managing debt rather than significant assets
Ask first if
- At least one reviewer experienced months of no contact after account transfer, suggesting responsiveness may vary
- In-home care
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lethbridge families.
Lethbridge, AB
Questions families actually ask.
Does Megan Skelly work with clients who are managing debt rather than large investments? +
Yes, multiple reviewers note that Megan works with clients at all stages of their financial journey, including those focused on debt management, and treats them with respect and without pressure.
Is Megan Skelly flexible about meeting times and locations? +
Reviewers indicate she is willing to meet outside of regular business hours and can come to a client's home if they are unable to travel, making scheduling convenient for busy families.
What services does Megan Skelly provide? +
Based on reviewer feedback, she assists with investment planning, retirement planning, and life insurance, tailoring recommendations to each client's personal goals and circumstances.
Does Megan Skelly keep clients informed on an ongoing basis? +
Most reviewers report regular communication and proactive outreach, including guidance during market uncertainty; however, at least one reviewer noted difficulty reaching her after an account transfer.
Is Megan Skelly suitable for someone approaching retirement? +
Several reviewers specifically mention her thoroughness and knowledge in retirement planning, and report feeling confident and well-prepared for retirement after working with her.
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