We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

 

Our Leadership

Access to experts

IG in-house experts work with our team to deliver investment management, tax mitigation, wealth and estate planning, mortgage, credit, and insurance recommendations to help our clients make the most of their wealth. The team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists. We also have access to the IG Private Company Advisory team that provides strategic and transaction services to mid-market businesses. Individual experts and specialists are represented by the following individuals:

 

Christine Van Cauwenberghe

Christine Van Cauwenberghe

Head of Financial Planning

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Christine Van Cauwenberghe

B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning

Christine is Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

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Aurèle Courcelles

Aurèle Courcelles

Vice-President, Tax and Estate Planning

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Aurèle Courcelles

CPA, CMA, TEP, CFP®, FP Canada™ Fellow
Vice-President, Tax and Estate Planning

Aurèle leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high-net-worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

After starting his career at a larger accounting firm in Winnipeg, Aurèle joined IG Wealth Management in 1996. He has worked with individuals and owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and estate planning. He has made numerous presentations to both public and professional audiences and is frequently in the media providing expertise on these topics.

His passion for the financial planning profession has seen him volunteer his time and share his knowledge with industry organizations. He has been volunteering with FP Canada since 2010 and has been a member of the Board of Directors of the Institut de planification financière since 2019.

Aurèle is a Chartered Professional Accountant. He holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and has received the FP CanadaTM Fellow distinction for advancing FP Canada's purpose and promoting and embodying FP Canada's professional standards.

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Philip Petursson

Philip Petursson

Chief Investment Strategist

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Philip Petursson

B.Comm., CIM
Chief Investment Strategist

Philip Petursson is a seasoned leader with over 25 years of experience in investments, capital markets research, and strategy. As IG's Chief Investment Strategist, he serves as the primary spokesperson on market trends and economic insights that impact Canadian investors.

Known for his clear and engaging communication style, Philip has a unique ability to simplify complex market data, helping advisors and clients navigate ever-changing conditions with confidence. His expertise in macroeconomics and evidence-based decision-making enables him to cut through the noise of the markets and deliver actionable, timely insights. An award-winning podcaster, Philip hosts The IG Living Market Podcast, delivering weekly five-minute episodes that break down key investment news and trends in a relatable way. His dedication to transparency and collaboration ensures that clients remain informed, empowered, and positioned to achieve their financial goals in any market environment.

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Ashish Utarid

Ashish Utarid

Assistant Vice-President, Investment Strategy

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Ashish Utarid

CIM, QAFP, PFP, FCSI
Assistant Vice-President, Investment Strategy

Ashish Utarid brings over 20 years of financial services expertise to his role as Assistant Vice-President, Investment Strategy at IG Wealth Management. Known for his clear and relatable communication style, Ashish simplifies complex financial concepts to help advisors and clients confidently navigate ever-changing markets. With a passion for behavioral economics, Ashish combines a holistic view of market trends with data-driven insights to provide timely and actionable guidance.

His ability to connect market analysis with practical financial planning ensures clients stay focused on achieving their goals. As co-host of the IG Living Market Podcast, Ashish breaks down investment news and trends in an engaging and accessible way. Dedicated to clarity, collaboration and client success, he plays a key role in helping clients build confidence in their financial futures.

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Shahrshad Rajabzadeh

Shahrshad Rajabzadeh

Vice-President, National Sales

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Shahrshad Rajabzadeh

Vice-President, National Sales

Shahrshad is responsible for portfolio analysis, construction, and recommendations for high-net-worth investment strategies at IG. He leads the Product Management, Portfolio Strategists, and Wholesale Distribution teams.

His teams provide Advisors with relevant and timely capital market and investment commentary, product updates and information, as well as industry and competitive analysis, all designed to provide clients with a superior wealth management experience.

Shahrshad has developed his vast knowledge of investment trends and products through more than 20 years of financial services experience. He began his career in financial services as a successful insurance and investment advisor, creating a deep recognition that each client has unique needs that require unique solutions.

Shahrshad holds a degree in computer science from the University of Prince Edward Island and a diploma in computer engineering from Seneca College.

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Shauna Clarke

Shauna Clarke

Vice-President, Mortgage & Banking Solutions

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Shauna Clarke

CFP®
Vice-President, Mortgage & Banking Solutions

Shauna leads the Mortgage & Banking team at IG Wealth Management. She is responsible for the mortgage and financing solutions that support the borrowing needs of our clients. Her role is to ensure that the evolution of IG's mortgage and banking business lines deliver innovative, advice-driven financing and banking solutions that enable superior wealth planning for clients. Her team of Financing Specialists supports IG Advisors in delivering mortgage and financing solutions that are are fully integrated into each client's holistic IG Living Plan and aligned with achieving their financial goals.

With over 25 years of experience in financial services & wealth management, Shauna is a CERTIFIED FINANCIAL PLANNER® professional and experienced leader who has served teams supporting clients and advisors in the financial planning, full-service brokerage and private banking spaces. Shauna is passionate about financial planning, client experience and coaching, and is recognized for leading high-performance teams who deliver exceptional advice and experience.

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Mike Albert

Mike Albert

Vice-President, Insurance Services

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Mike Albert

BA, CHS, CPCA, EPC
Vice-President, Insurance Services

Mike Albert is the Vice-President, Insurance Solutions at IG Wealth Management. As the leader of the Insurance Solutions team, Mike is at the forefront of developing and executing innovative sales strategies to achieve IG's insurance sales targets. He works closely with Regional and Senior Vice-Presidents across all Advisor channels and vendor partners to expand and manage the insurance pipeline, delivering customized private wealth solutions for high-net-worth clients.

With a distinguished career spanning over 26 years in the insurance industry, primarily at Canada Life, Mike has excelled in various senior roles from field sales to head office leadership. His track record includes spearheading projects that significantly boosted insurance sales and enhanced advisor and client satisfaction. Mike's expertise in launching new products, planning distribution structures, and supporting advisors with high-net-worth client planning underscores his commitment to excellence. His collaborative leadership style is centered on fostering innovation and driving market growth.

Mike is a licensed life and accident sickness insurance professional and an active member of Advocis and Estate Planning Council of Canada. Committed to lifelong learning, he has completed numerous Advocis courses, including Financial Planning Fundamentals and Wealth Management and Estate Planning. He holds the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH) certificates, as well as the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), and Elder Planning Counselor (EPC) designations. Currently, he is pursuing his Chartered Life Underwriter (CLU) designation.

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David Turnbull

David Turnbull

Head of Private Company Advisory

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David Turnbull

MBA, CFA
Head of Private Company Advisory

David Turnbull leads IG Private Company Advisory, drawing on more than 25 years of investment banking and capital markets experience to help our corporate and entrepreneurial clients secure financing, drive growth and maximize the value of their businesses. David's primary focus is on building and capturing value for companies with annual revenues in the range of $20 million to $1 billion. He and his team partner with business owners and executives in a diverse range of industries, providing tailored financing solutions, strategic advisory, and mergers and acquisitions strategies to create wealth.”

David sees the world through an entrepreneur's lens. He has a keen understanding of the Canadian business landscape and, as an MBA from Ivey Business School and a Chartered Financial Analyst, is adept at creating value within that landscape. He sees a commonality of purpose across all of IG's services. IG is known for using a holistic planning process and applying specialized expertise to help clients uncover opportunities, cut through complexity and create wealth over the long term. Through IG Private Company Advisory, they extend that ethos and approach to serving business owners in ways other providers typically don't: offering tailored analysis and advice to maximize wealth

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Specialized Support

We also work directly with other IG Advisors who offer personalized advice and a fully optimized Living Plan.

Allison Laming

Advisor, IG Wealth Management,
Investors Group Financial Services Inc.

 I’ve worked with Jennifer now for 17 years, after we moved from Mississauga to Peterborough. She came highly recommended by the Consultant we were dealing with at the time, and even though she worked out of the Lindsay area, he felt it was a good match for my husband and I, and I’ve never looked back! Jennifer has become a family friend, and a trusted confidant over the years. She is highly informed and knowledgeable about all financial and investment matters; life insurance, mortgages, RESPs, RRSP and anything else I have thrown at her. We’ve worked with her on them all. I’ve always found her kind and confident presence soothing when things get tough. She has offered excellent guidance to us through a few crisis’, including the death of my spouse, and the paperwork nightmares that come as a result of an unexpected passing. When I am planning with Jennifer, I receive honest and insightful direction and feedback and it gives me the confidence that the decisions I’m making are what’s best for my family. I appreciate her leadership, patience and the time she invests with me. I would recommend her experienced services to anyone. 

T.B.
 

Jennifer is very professional in her approach but is also able to explain investment strategies in a manner that is easy for me to understand. Her strategies have helped me over the past years to build a sound and dependable retirement income. Some years my investments go up and some years they go down but through it all she is there to explain the strategies for maintaining steady growth. She contacts me promptly when she sees a change that would better enhance my investment income. Jennifer shows integrity and honesty in her work. Many thanks for your services. Bring on retirement… I am ready! 

H.R.
 

 We have been clients of IG for many years and it was the best decision we ever made to invest in this company. When our consultant retired we had our investments transferred to Jennifer Mabee. We have been extremely pleased with the service that Jennifer has provided. We definitely feel that she has our best interests in mind when she invests for us. We have come to her many times with questions which she has gladly answered immediately or after some research on her part. We come away from our meetings with Jennifer, feeling confident that we are financially in good hands. She has always calmed any anxieties that we may have especially concerning whether we will have enough income to keep us comfortable in our later years. We would highly recommend Jennifer and her team. 

J & K B.
 

 I have been a client for nearly 30 years, 15 years with the same consultant.  Through all of life’s changes she’s been there to help with patience and clarity to help me attain my goals and dreams.  I couldn’t ask for better customer service with prompt return of emails or phone calls and thorough well thought out options for managing my portfolio 

D.S.
 

 We have been clients for over 20 years.  They have been providing excellent financial guidance as we have paid off our mortgage, raised our family, paid for post-secondary education, renovated our home and now as we prepare for retirement.  They are approachable and take the time to answer all of our questions and explain everything about our investments in a way that is easy to understand.  WE are glad that we chose to put our trust in IG! 

M & S M.
 

 We began our relationship with IG 30 years ago.  It was a difficult decision to make, selecting a representative whom we could trust to look after our best interests regarding our financial planning.  Jennifer is our third IG consultant during this journey.  As a client you have a duty to investigate and show your due diligence in this process as well.  You need to interview and meet with the representative you feel you can trust and develop a relationship with to look after your personal needs.  Jennifer is a consummate professional who cares about her clients and their individual expectations and personal situation.  She listens attentively and offers suggestions best suited for each client.  Confidentiality is a crucial component of an advisor as well as a commitment to know the persons.  Jennifer is always very prompt with replying to any and all questions and spends endless hours addressing concerns to ensure that her strategy plans are well understood regarding future goals.  I truly believe that Jennifer is one the representatives that ‘goes the extra mile’ in developing a strong personal and business relationship with her clients to promote success achieving lifelong goals.  WE have been extremely fortunate to be able to work with Jennifer and have nothing but the highest praise and accolades for her professionalism. 

S.H.
 

 Jennifer was an excellent financial consultant to work with as I was deciding about retirement.  I was not sure if I had enough financial backing to leave work and begin the next phase of my life.  Jennifer gave me a budget work sheet that helped me decide how much money I would require, we discussed retirement life style and what I wanted, then we worked towards that goal.  I have been retired for 6 months and feel comfortable with the decisions we made, and look forward to living a happy, comfortable life. 

L.T.
 

 Jennifer Mabee has been my financial planner for approximately 16 years.  She is a dedicated, efficient and expertly qualified to conduct my investments.  I’ve found Jennifer to be very pleasant and consider and not pushy.  Here executive quality and her respective nature I support whole heartedly. 

B.Y.
 

 Jennifer, thank you for taking care of me for 14 years, giving me the advice and direction I needed for my investments.  You have been a blessing to me.  I feel safe and secure with you taking care of me.  Thank you. 

O.I.
 

 I have been with Jennifer for 10 years and could not be happier with the knowledge, planning, and service that we have received.  I have every confidence in her ability to address our needs.  She has helped manage our funds as well as our estate to be sure that everything is as straightforward as possible for our family.  I appreciate having someone I respect and trust with our life savings and personal matters. 

A.H.