Ready to explore a clearer financial future?
Understanding your financial picture is the first step.
An initial conversation helps us understand your situation and explore if our services align with your needs.
These testimonials are provided by actual clients of IG Wealth Management with express written permission. Excerpts have been taken from longer testimonials with full context preserved. Past performance is not indicative of future results and may not be repeated.
Through thoughtful conversation and professional guidance, we can explore approaches that align with your family's needs and aspirations.
Together, we can explore approaches to help protect and grow your wealth while considering your comfort with risk and long-term objectives.
Investment approaches aligned with your values Tax-conscious wealth building considerations Risk management perspectives
We can help you explore options for creating a lasting legacy while addressing important considerations for transferring wealth to future generations.
Family wealth transfer planning Tax-efficient estate considerations Charitable giving approaches
Let's explore strategies to help you prepare for the retirement you envision, with a focus on potential approaches for maintaining your desired lifestyle.
Income planning discussions Investment strategy considerations Lifestyle preservation approaches
We understand the unique aspects of business ownership and can help explore strategies that consider both your business and personal financial objectives.
Succession planning discussions Business transition considerations Personal and business planning integrationWorking with an experienced team means having trusted partners who understand your goals and help you navigate important financial decisions with confidence.
What you can expect when working with our team:
A relationship built on understanding your unique story and aspirations Professional guidance that adapts as your needs change Direct, proactive communication Regular strategy reviews to track your progress Time and space to consider important decisions
CERTIFIED FINANCIAL PLANNER (CFP®) Registered Retirement Consultant (RRC) 15 years of wealth management experienceHaving been married to my wonderful husband Robert for nearly 30 years and raising our daughter Isabel, I understand firsthand the importance of making financial decisions that align with your family's values and goals.
Beyond wealth management, I'm passionate about enriching our community through the arts and charitable work. As a proud patron of Theatre by the Bay and board member for organizations like Gilda's Club Simcoe Muskoka and Cottage Dreams Cancer Recovery Initiative, I believe in the power of giving back and creating positive change.
As someone who's spent 35 years helping people navigate their financial lives, Randy brings a depth of experience that shows in every client conversation. His background reads like the perfect blend - senior tax management at H&R Block's Barrie District Office plus comprehensive wealth planning as a CERTIFIED FINANCIAL PLANNER professional and Financial Management Advisor (FMA).
When he's not exploring tax strategies with clients or diving into retirement planning discussions, you might find Randy behind his drum kit, pursuing his lifelong passion for music. It's this blend of professional expertise and personal authenticity that shapes his approach to working with clients on their financial journeys.
Since joining IG Wealth Management in 2014, Deborah has been the steady hand behind countless smooth and successful client experiences. Her path to becoming an Associate Consultant includes valuable time at Scotiabank and years of operations management - experience that shines through in her thoughtful, organized approach to financial planning coordination.
Beyond her QAA designation, Deborah brings a warm presence and genuine interest in helping clients navigate their financial planning experience. Her background in community service, including work with Barrie's Out of the Cold Program, reflects her natural inclination to support others.
Our comprehensive financial planning approach addresses every aspect of your financial life. Whether you're planning for retirement, growing your wealth, or protecting your legacy, we're here to guide you every step of the way.
Your financial plan is built around your unique goals, timeline, and comfort with risk. We adapt our strategies as your life evolves.
Access sophisticated investment solutions and strategies typically reserved for institutional investors.
We consider tax implications in every recommendation, helping you keep more of what you earn through tax-efficient planning.
From investments and insurance to estate planning and tax strategies, we help coordinate all aspects of your financial life.
We meet regularly to review your progress, discuss any changes in your life, and adjust strategies as needed.
We help you create lasting financial security for your family through thoughtful wealth transfer and legacy planning strategies.
