Our team is our strength. Our team of financial professionals have the expertise and experience to address the complex needs of our clients. With an enhanced approach, we’re able to prepare a plan that is aimed at meeting your unique goals and objectives. Relying on expertise, guided by a disciplined approach and managing actively with a specific goal in mind, our services provide you with countless opportunities.

Each one of our advisors have the respected CFP designation or is working towards it.

Our Leadership

Client Services

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.