Welcome to Whitehead Mackay McNeill Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Whitehead Mackay McNeill Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
About Sheelah McNeill - When I met Sheelah McNeill, I was looking for help managing my money and wanted to start creating a plan. What I got - and what I receive every time we meet - is so much more. Sheelah takes the time to ask me about my life, and how I am. We talk about more than financials. The result is that I trust her suggestions because she knows me, and they "fit"! Sheelah is a wealth of information, and she asks great questions (that are sometimes difficult, but that are always helpful, thoughtful and get me thinking). I know that she always has my goals and dreams in mind while helping me to create and maintain a solid financial plan that works for me.I highly recommend Sheelah McNeill as a financial advisor.
Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes.
With the help of an IG Advisor, you can find out your monthly income in retirement.
