Mark Abbott BBA, RRC, CFP®
As a CERTIFIED FINANCIAL PLANNER® professional, Mark provides sound financial advice and support for high-net-worth families and retirees. He specializes in the areas of business succession strategy, comprehensive retiree income planning, and inter-generational legacy preservation. Mark strives to provide clients financial freedom through clarity, comfort and confidence in their futures.
His philosophy is simple: If people don’t laugh at how big your dreams are, you aren't reaching high enough.
Mark works closely with clients to understand their goals and manage the complexity of financial considerations for affluent families, business owners, and professionals. By building long-term relationships, clients become part of our extended family, a responsibility he doesn’t take lightly. Mark has the privilege of witnessing incredible life milestones and delivering the freedom of peace of mind when people need it most during times of uncertainty and decision-making.
Colin Abbott B.A; B.Comm, CFP®
With nearly 30 years in the investment industry, Colin has dedicated his career to helping clients achieve their financial goals. Starting in 1996, he navigated the evolving financial landscape with passion and diligence. Earning his CERTIFIED FINANCIAL PLANNER® professional designation in 2001 reflects his commitment to continuous learning.
“Building deep, personal relationships with clients is central to my approach, allowing me to provide tailored, strategic advice. Outside of work, I enjoy hockey, golf, and have learned resilience from playing softball. Balancing professional and personal interests enriches my financial planning approach, benefiting my clients with a well-rounded perspective."
Scott Stockley BBA, RRC
Scott is an experienced financial professional with 15 years in the industry and has demonstrated history of prioritizing clients’ best interests. He works closely with our clients to understand their goals, whether it's wealth growth, asset preservation, or wealth transfer to future generations. Scott provides personalized financial strategies and investment management services to develop and implement customized plans for individuals, families, and entrepreneurs to achieve their goals.
His passion for this role is multi-faceted.
“I get to be a student and teacher, a therapist and confidante, a coach and advocate, a business owner, and a valued professional depending on the day of the week."
Ryan Abbott RRC
Ryan believes discipline and dedication are the pillars of long-term success in any field and applies both, in equal measure, to his work with clients and their families on achieving their financial goals. He implements goal-based solutions to grow, protect and transfer wealth for individuals, families, and retirees.
Ryan prioritizes a personal connection in his work.
Getting to know clients and understanding their lives is something that brings me great joy. Every client is different, so being able to establish and grow trusting relationships that can lead to a long, prosperous journey together, is what it is all about.
Jason Hill B.Ed, RRC
Jason has been with IG Wealth Management since 2012, offering over a decade of expertise. With a Bachelor of Education and a Registered Retirement Consultant Designation, he values building strong relationships, focusing on understanding clients' needs to provide peace of mind and help them achieve their financial goals.
A Team Canada Men’s Softball World Champion and Pan American Games Gold Medalist, Jason brings discipline and teamwork from sports to our financial practice
Lisa Abbott
Lisa is a detail-oriented assistant specializing in client administration and processing. Her thoughtful service approach ensures clients' needs are met efficiently, making her an invaluable asset to any team. Lisa excels in meticulous document management and proactive communication.
Lisa's dedication and organizational skills along with her ability to manage complex administrative tasks allow her to deliver outstanding results and foster strong client relationships.
Lisa's commitment to excellence shines through in everything she does.
Sonya Penney
Sonya has been an essential part of Colin's practice for 25 years, serving as an Administrative Assistant with unmatched dedication. Her remarkable ability to foresee client needs and efficiently manage tasks and schedules makes her an invaluable asset. Sonya's skills in organization, communication, and multitasking ensure the practice runs smoothly.
Her proactive approach and attention to detail have significantly contributed to the team's success, enhancing productivity and client satisfaction. Sonya's unwavering support and expertise make her a cornerstone of the practice, consistently driving team improvement.