Our team has the expertise and experience to address the most complex and evolving needs of our clients.  With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs. This may include professionals such as accountants, tax and estate lawyers, actuaries, pension experts, as well as Regional Insurance, Wealth and Mortgage Planning Specialists.

 "Our 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." 

Eddie Giraldo, Associate Consultant


 "Our clients feel well informed and comfortable after a conversation with Dan or Eddie. That builds their trust. As a member of Team Scepanovic, it’s very motivating to me to know I work with consultants who are trusted and relied upon by our clients."

Cathy Chiappetta, Executive Assistant


Our 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:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Mortgage Planning Specialist, I.G. Investment Management Ltd.
Insurance and Estate Planning Specialists, I.G. Insurance Services Inc.