Our Leadership

Dan is an Executive Financial Consultant who has developed personalized financial security plans for clients since 1991. He has earned both his CERTIFIED FINANCIAL PLANNER^® (CFP) and Chartered Life Underwriter (CLU) designations, a rare combination recognized by the financial industry as a true mark of excellence.

Working in the financial services industry since 2000, Eddie is a graduate of York University. He holds the CERTIFIED FINANCIAL PLANNER^® designation and is a Registered Retirement Consultant. He is a strong proponent of continuing education and has successfully completed numerous strategic courses, including an intensive program studying taxation and how a solid investment portfolio can complement your tax filing proficiency. Dan and Eddie have been assisting clients together for the past 12 years.

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."

Norm is a Senior Consultant with over 35 years of experience in the financial services industry developing all aspects of financial and security plans for clients. Prior to joining IG in early 2013, Norm held Senior Management positions within the mortgage and banking industry. He has earned both his Personal Financial Planner (PFP) and Charter Life Underwriter (CLU) designations, a combination recognized by the financial industry as a true mark of distinction.

Norm is a true professional that is very approachable and ensures clients are engaged in all facets of the financial planning process and decision making.

A Political Science graduate of the University of Guelph, Katrina carries on the family name, joining the S&A Team as an Associate. Katrina is excited to increase her knowledge while working alongside Dan and Eddie, primarily assisting with pre- and post-client meeting execution. Having recently completed her investments course and insurance licenses, Katrina is applying her knowledge to managing your IG Living Plan.