Whitehead Mackay McNeill  - Inspiring Financial Confidence

Money matters, yet how much is enough, and can you manage your wealth yourself?   Whitehead Mackay McNeill Private Wealth have been guiding families and organizations for over 50 years, serving clients through all stages of life transitioning wealth from generation to generation.  In this world of constant change and uncertainty, our practice has helped generations of clients navigate their financial and life decisions.  Combined, Jon, Sheelah, and Carolan have over 75 years working in finance as well as previous experience in the arts, education, philanthropy.

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.