Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


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. 

A.S. - International Speaker and Diversity and Inclusion Consultant


About Carolan Mackay 

 To Whom it may concern, my wife and I commend Carolan's skills as a financial advisor without reservation. She brings great expertise and a high level of financial acumen, indeed, but more importantly for us is her evident deep level of caring and human interest in our well-being and that of our families. She embraces complexity with gusto, and clearly has a passion for estate planning.

She played a critical role in helping my family sort through the delicate and vital issue of my Mom's Will, bringing in a very able estate lawyer from her team. She helped us reason through amicably and successfully some of the key challenges.

We were so pleased that we recommended her strongly to my siblings, who also now have her as their financial advisor. 

P.G. SVP Financial Services


About Jon Whitehead

 Arriving in Canada in the early 1990’s, I was introduced to Jon Whitehead as a financial advisor. I have had a wonderful financial relationship with Jon Whitehead and Investors Group which has developed into both a personal friendship and professional relationship.

Michael W. 


 I told a good friend that Jon Whitehead was the most conscientious business person that I deal with and that he always responds to messages and phone calls immediately. 

J.M. Municipal Politician and Real Estate and Property Manager