TOBAC GROUP PRIVATE WEALTH MANAGEMENT - Key Persons
Ada has an administrative role with Tobac Group, handling all the day-to-day business. She is committed to a high level of customer service and has a keen attention to detail. Ada works with the office staff and our head office to ensure that all transactions are taken care of in a timely and efficient manner. She is responsible for contacting clients to book and confirm meetings, as well as to gather relevant information for meeting preparation. Ada has 20+ years of experience working at IG Wealth Management Head Office. She brings expertise and knowledge with her to provide outstanding support to the practice on a daily basis.
Job Titles:
- Registered Retirement Consultant
As a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant, Ben's role is to work with clients to develop written financial plans. Focusing on the four cornerstones of financial planning, Ben helps clients discover and realize their goals while ensuring that all plans are both practical and achievable.
Job Titles:
- Insurance Specialist
- Regional Estate and Insurance Specialist, I.G. Insurance Services Inc
Job Titles:
- Consultant
- Executive
- Executive Consultant / Client Services
David began his career with IG Wealth Management in 1999, when he quickly recognized that the company continually evolves and strives to provide industry-leading services and solutions. David focuses on developing a written financial plan that is specifically tailored to each client's goals and aspirations. He develops long-term relationships with clients and gets great satisfaction in seeing clients reach their goals. He has a wife and three very active kids. In his spare time, he enjoys running, traveling, and spending time in his home town of Lac du Bonnet.
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.
Job Titles:
- Wealth Specialist, Investors Group Securities Inc.