Philip Poitras CFP®, RRC
Philip Poitras, CFP® RRC, began his career at IG Wealth Management as a consultant in April 2008, and then transitioned to the associate consultant role with Lacey Private Wealth Management in 2010. In 2019, Phil became the principal consultant in the practice and continues the growth of the practice through collaboration with business owners, pre-retirees, retirees and professionals. He creates personalized plans and provides wealth management solutions that focus on creating wealth, protecting wealth and providing peace of mind.
Matthew Welch Associate Consultant
Matthew Welch began his career in the financial industry in 2012 assisting clients with administration, credit and investment planning. In 2022 he moved to Lacey Private Wealth Management to join our team as an Associate Consultant. He works with clients to create comprehensive financial plans that focus on building and protecting wealth for families.
Christine Van Cauwenberghe B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Christine is the Head of the Financial Planning Division of IG Wealth Management. The Financial Planning Division is dedicated to providing IG’s financial advisors with top quality education, leading-edge financial planning software and access to a wide array of experts, including tax accountants and estate lawyers to help them provide advice to clients in even the most complex scenarios.
Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 16th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER® (CFP) designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She has previously served on the board of STEP Canada and is a recipient of the STEP Founder’s Award, granted by STEP Worldwide, based in London, England. She has published several industry papers, including with the Canadian Tax Foundation, the Conference for Advanced Life Underwriting, 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.
Read more about Christine’s career path and client experience.
Jack Courtney B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
A tax lawyer by background, Jack 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.
Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988. He has practiced law in both the private and public sectors. Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice. Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.
Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics.
He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.
Isaac Kelsey
I.G. Insurance Services Inc.
Grace Shi
Investors Group Securities Inc.
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
Edwin Oswago
nesto inc.
Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.