Meet Our Team

Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.

 

 “Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.”

Rick Spence
Principal

 “Clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect.”

Deborah Corcoran
Executive Assistant

 

Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Specialists

The Spence team also has access to the IG Private Wealth corporate financial planning specialists. These seasoned specialists can be called upon to provide additional insight and strategies for all your Insurance, Securities and Mortgage needs. They complement our planning team to ensure we have investigated and implemented the very best plan for you.