Our Team

As part of the IG Private Wealth Management division, James has built a successful practice by concentrating on providing superior advice to Professionals, Business Owners, Retirees and High Net Worth individuals and their families.  

Specialization in the High Net Worth field gives James and his team the extensive knowledge and understanding that is required to provide prudent investment and risk management advice as well as unique tax and estate planning strategies. James and his team pride themselves on establishing successful long term relationships with clients and providing exceptional service.  Each and every client is provided with a unique and personalized financial plan that is tailored to their individual goals and objectives.  

James has been the keynote speaker at over 100 client seminars where he presents his unique tax planning and wealth creation strategies.  James is frequently asked to speak to Regions and at National Business Conferences to share his knowledge and experience with Financial Advisors across the country.

James is a CERTIFIED FINANCIAL PLANNER (CFP) professional, the internationally-recognized professional standard of competence, ethics and practice as set forth by the Financial Planning Standards Council.  In addition, he has also attained his Chartered Life Underwriter (CLU) designation, recognized as Canada’s premier wealth transfer and estate planning designation as well as his Registered Retirement Consultant (RRC) designation. 

The same passion and enthusiasm that James exudes in his business is carried over to his family life and community.

Andy joined IG Wealth Management in 1984 after graduating from the University of Waterloo.
 
“I was drawn to Financial Planning because of its universal need and the balance between science and art”.
 
For 17 years Andy co-hosted the weekly radio show “Planning Your Financial Future” on AM900 CHML.
His passion for financial planning is now focused on retirement and estate planning.
 
He and his wife Casey live in Burlington and in his spare time enjoys skiing in the winter and boating and golfing in the summer.

Darlene is a CERTIFIED FINANCIAL PLANNER Professional (CFP), Registered Retirement Consultant (RRC) and has also attained her Chartered Life Underwriter (CLU) designation.  She is able to provide the leadership and guidance necessary to achieve lifelong dreams, financial independence and a better quality of life through wealth creation, wealth management, and wealth preservation strategies.

Darlene enjoys working with the team to develop solutions to meet their client’s goals through a personalized comprehensive financial plan that results in greater clarity and financial security. Throughout her tenure, she has partnered with clients in achieving their financial goals one key decision at a time.

Darlene measures the quality of the practice by the depth of the relationships they have with clients and the impact the team has made in their lives over the years.  In the same way, Darlene values the importance of family.  She has two sons and has been happily married for over 15 years.

Adam plays an integral role in the development and creation of highly detailed comprehensive financial plans for each client. His depth of knowledge and experience allows for the delivery of valuable, personalized tax and investment plans that are both thorough, well diversified, and strategically managed. Adam can effectively communicate complex scenarios and technical information in a client-friendly manner.

He has extensive knowledge in the areas of investment management, strategic tax, retirement, and estate planning and plays an active role in client-servicing.

Adam received his Bachelor of Science degree at the University of Toronto majoring in Commerce.