Every client has a story—and every story deserves a plan that reflects it. As a senior consultant at IG Wealth Management focused on wealth preservation, I work closely with individuals and families who want to make smart decisions, protect what they’ve built, and move forward with clarity at every stage of life.
Clients often come to me in moments of transition: retirement, the loss of a spouse, selling a business, receiving an inheritance, or helping aging parents with financial decisions. These aren’t just financial events—they’re life events. And my role is to guide you through them, offering calm, practical advice that turns complexity into confidence.
Widows, survivors and their adult children
Losing a spouse changes everything—especially when it comes to finances. I specialize in helping widows take control after loss, offering both emotional support and financial guidance. I also work closely with adult children who step in to help, bridging the gap between generations and ensuring decisions are made with clarity, care, and long-term purpose. Whether you’re reviewing your estate plan, managing investments, or rethinking your income strategy, I’ll walk with you every step of the way.
Pre-retirees and retirees
Retirement isn’t a finish line—it’s a new chapter. I help clients shift from accumulation to income, with a focus on wealth preservation, tax efficiency, and confidence in every decision. From coordinating RRIF withdrawals to sequencing income from pensions and investments, we build a plan that supports the lifestyle you want and the legacy you intend to leave. Whether you’re five years out or already retired, I’ll help you enjoy what you’ve built without the fear of running out.
Families
With greater wealth comes greater complexity. I help high-net-worth families simplify decision-making, protect their assets, and create clarity across generations. That includes everything from advanced tax strategies and charitable giving to estate planning and intergenerational wealth transfer. We’ll build a clear financial strategy that reflects your values—and ensures your wealth remains a source of strength, not stress.