Our team has the expertise and experience to address
the most complex and evolving needs of our clients.


With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as IG's regional Insurance & Estate, Wealth, and Mortgage Planning Specialists.


 People have chosen to work with our team because we genuinely care about our clients' best interest in all ways that we conduct our financial practice. What this means is all of our clients are treated as valuable and delivered with high grade service based on the expectations and financial concerns of their family. 


 Our clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect. 


Our Team

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.