Konstantine, a financial advisor with a law degree and an MBA in business strategy, offers a unique blend of legal, financial, and strategic expertise in wealth management. He comprehends complex legal and financial regulations impacting investments, taxes, and estate planning, providing legally compliant and tax-efficient advice.

Konstantine’s integrated approach enables clients to navigate challenges in estate planning, business succession, and asset protection so that they can enjoy the retirement they have worked so hard to secure.

Request an appointment

Mike, a CERTIFIED FINANCIAL PLANNER® professional focusing on retirement income withdrawal plans, offers peace of mind and financial security to clients. He helps retirees and business owners create sustainable income streams to support their lifestyle. With expertise in retirement planning, Mike develops customized strategies to maximize income and minimize taxes.

Mike’s approach involves analyzing clients’ retirement portfolios, considering assets, liabilities, and projected expenses. He creates personalized income plans tailored to clients’ needs and goals. Ongoing support and guidance ensure the plan remains on track, adjusting for changes in financial situation or market conditions. Clients can enjoy their retirement years without financial uncertainty, confident in their plan.

Request an appointment

John is a CERTIFIED FINANCIAL PLANNER® (CFP) with over 40 years of experience in the financial services industry. He obtained a Bachelor's degree in Economics from Wilfred Laurier University. He spent 15 years in the banking sector before joining IG Wealth Management in 1994. In 1999 he obtained his CERTIFIED FINANCIAL PLANNER® designation. John has a unique and effective way of taking complicated financial issues and making them understandable and obtainable.

For over 28 years I have had the privilege of providing clients with financial solutions, knowledge and trusted advice. To say that I love what I do would be an understatement. The relationships I have built over my career and knowing that we have helped to significantly improve our clients' quality of life and peace of mind has been one of my greatest accomplishments.

Request an appointment

As a CERTIFIED FINANCIAL PLANNER® professional specializing in investment management, Spencer provides customized investment strategies tailored to clients’ financial goals and risk tolerance. He leverages his knowledge of financial markets and investment products to craft diversified and optimized portfolios.  Transparency and education are key, ensuring clients understand investment decisions and have the knowledge to make informed choices.

Spencer prioritizes long-term relationships over one-time transactions. He takes a holistic, lifelong approach to wealth management, supporting clients through market ups and downs and major life events like buying a home, starting a family, or planning for retirement. Personalized attention, open communication, and a deep understanding of clients’ needs make him a trusted financial partner.

Request an appointment

Laurel joined IG Wealth Management in 2016 as an Assistant and in 2018 became an Associate Consultant, obtaining her MFDA and Life Insurance licenses. Prior to joining IG, she spent five years as an Office Administrator at a collaborative care medical practice.

Laurel made the decision to join her father John at IG because she grew up seeing the passion he has for his work and the amazing relationships he has formed since 1994. 

Request an appointment

Krista provides administrative and operational support to the team and help ensure that the day-to-day operations of the team run smoothly. One of her primary responsibilities is to manage the team's calendar, which includes scheduling meetings with clients, preparing documents for presentations, and managing travel arrangements. Additionally, Krista is the point of contact between the team and clients, assisting with any questions or concerns they may have. Krista plays a crucial role in maintaining confidential client information and ensuring compliance with regulatory requirements. As such, she has excellent communication skills, is well organized, and has a keen attention to detail.

Krista has a key role responsible for managing client relationships. This includes providing excellent customer service, addressing client inquiries and concerns, and maintaining positive relationships with clients. Krista also works closely with other members of the team, to ensure that clients' needs are met and that the team's objectives are achieved.

Request an appointment

Jessie is responsible for promoting the team's services to potential clients and maintaining relationships with existing clients. They work closely with the team's advisors to develop and implement marketing strategies that align with the team's overall goals and objectives. This includes identifying target audiences, developing marketing materials, managing social media accounts, and coordinating events.

In addition to marketing responsibilities, the coordinator also plays a key role in client relationship management. They serve as a point of contact for clients, ensuring their needs are being met and their expectations are exceeded. This involves responding to client inquiries, coordinating client meetings, and maintaining accurate records of client interactions. Overall, the marketing coordinator of a private wealth management team is a critical member of the team, responsible for driving new business and nurturing existing relationships.

Request an appointment