Associate Consultant B.A, RRC
IG Wealth Management Mutual Fund Division Each client receives a financial assessment to determine where they are.
My goal is to work with clients, find out what is important to them, and keep them accountable and on track to achieve their goals. Then given a written financial plan to show them how to achieve their goals, that is revisited as frequently as needed. I am a Brock University alumni and Niagara College alumni, I have 7 years of experience in commercial banking and customer relations as well as 6 ye
05/12/2026
In this special edition podcast, Aurèle Courcelles and guests explore what it really means to have a sound estate plan and why the executor you choose may be the most important decision in the entire process. Listen now: https://ow.ly/3Pw450YYonG
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04/30/2026
Could selective thinking be more important than bold predictions in this market? In his BNN Bloomberg interview, Philip Petursson, Chief Investment Strategist at IG Wealth Management, points to near‑term support from elevated oil prices for Canadian energy producers, attractive entry points in U.S. banks, and compelling opportunities in software for investors willing to be selective. Rather than chasing momentum, this is about isolating sectors and companies where fundamentals, cash flow, and leadership continue to offer upside. Watch now: https://ow.ly/fGki50YRbLZ
04/28/2026
100 years ago today, IG established our first office in Canada. To mark our anniversary, and celebrate a century of helping Canadians achieve financial well-being, we had the honour of ringing the opening bell at the TMX Group Market Centre this morning. Thank you to our employees, Advisors, clients and partners for being part of this remarkable legacy. https://lnkd.in/eyneexNu
04/15/2026
Discover strategies for protecting your wealth through marriage, divorce, blended families, and other major life events. Hear from Dan McPherson, Director of Private Wealth Experience at IG, Alex Gauthier, Co founder of ClearEstate, Sara Hillier, Head of Estate Planning at ClearEstate, and other estate planning experts. Register now: https://ow.ly/oouU50YIWTK
04/06/2026
On Thursday, April 9th, from 4 PM to 6:30 PM, IG Brantford-Ancaster is partnering with Sociable Kitchen + Tavern to host the 2nd Annual Wealth Management Industry Night. This event aims to bring together wealth professionals from across the area for networking and sharing.
Looking forward to seeing everyone there!
03/30/2026
How much influence do central banks really have over oil markets? Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses the limits of monetary policy when it comes to oil prices—and why shifts in rates still matter for sentiment—on BNN Bloomberg’s The Street. Watch now: https://ow.ly/x9PQ50YAGYj