With over 75 years of combined financial planning experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial plan is synchronized with the others. We will achieve this through accountability, a collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Grace Shi

Wealth Specialist,
Investors Group Securities Inc.

Steve McInnis

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Awards & recognition

Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:

  • President's Council (2022): Top 125 IG Consultants based on new business

  • Jeff Carney Award for Planning Excellence (Tony Cassar nominated in 2022): Demonstrating a commitment to delivering an outstanding client experience through professional financial planning and improving financial well-being

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community. We support the following organizations:

  • Orangeville Food Bank
  • Bethel Hospice
  • Headwaters Health Care Centre

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more

In the media

For all media inquiries and bookings for speaking engagements, please contact us at matt.mcclure@igpwm.ca.

Featured media coverage

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