Jon Whitehead B.A., B.ED., CFP
Before joining IG Wealth Management in 1986, Jon trained as a teaching generalist and ESL specialist and taught for eight years – primarily in the Arctic and Northern Ontario. Jon received his CFP designation in 1996 and has been working in the IG Toronto Downtown office since 1987.
In 1992, Jon took over his father, John Whitehead’s, IG practice which John Sr began in 1962. Jon continued to build on what his father had started: working with families and organizations to provide excellent service and financial advice and to help clients achieve financial security and success. Jon has enjoyed working with generations of families and looks forward to continuing to do that with the assistance of Sheelah and Carolan.
Carolan Mackay BA Econ. MBA, CFP, CEA (Executor Advisor)
Carolan has been a Consultant with IG Wealth Management since 2001 and previously worked in investment banking, trading, and philanthropy.
She is a CERTIFIED FINANCIAL PLANNER® professional (2008) as well as a Certified Executor Advisor (2016). She is also the President of the Scarborough Estate and Financial Planning Council, a professional group of estate lawyers, accountants and investment advisors (2013 to present).
She believes passionately in the value of having one's affairs understood and in order including a great legacy plan. She loves seeing clients financial confidence grow and their peace of mind achieved.
She is an avid traveler, cyclist, skier, and mom of three young adults.
Sheelah McNeill B.Sc., CFP®, CLU, RRC
Sheelah has been serving clients at IG Wealth Management for over 19 years. Previously she worked in theatre as a prop builder. Her strength is applying her technical skills and creative problem solving to improve her clients' financial outcomes.
She lives with her partner and three teenage children in the High Park area of Toronto. She is an enthusiastic rower.