DALEO GROUP - Key Persons
Job Titles:
- Head of Financial Planning
- Head of the Financial Planning Division of IG Wealth Management
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.
Job Titles:
- Estate and Insurance Specialist, I.G. Insurance Services Inc
Job Titles:
- Vice - President, Advanced Financial Planning
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.
Job Titles:
- Mortgage Advisor, 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.
Born and raised in Hamilton, a proud graduate of Mohawk College and a student athlete. My passion for building relationships elevates my enthusiasm in the financial planning role to assist our clients' needs. Applying my strong communication skills with my ability to listen, learn and implement strategies for our clients provides the core focus of sound financial planning advice.
As part of my key role in the Daleo Group, I am front and center delivering support and top-level customer service to our clients through their journey and path to achieve their financial goals. I am active in the Hamilton community through many charities and in my recreation time I am still heavily involved in community sports.
Job Titles:
- Wealth Specialist, 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.