Mutual Fund Division
Kevin MacKay, CFP®
Executive Financial Consultant
Matthew Bailey
Associate Consultant
Financial decisions are never just about numbers; they’re about family, legacy, peace of mind, and the life you want to lead. That’s why we believe excellent financial planning begins with listening. We work with high-net-worth families, professionals, and business owners to bring clarity to complex financial decisions. Our approach is personal, thoughtful, and fully tailored to your goals, because no two lives or legacies are the same. We take the time to understand what matters most to you, then design a comprehensive, evolving plan that integrates retirement income strategies, tax and estate planning, risk management, and business succession, in collaboration with IG’s in-house experts. Every recommendation is stress-tested and built for the long term. Whether you’re planning for a secure retirement, navigating the sale of a business, or thinking ahead to the next generation, we're here to provide experienced guidance and a relationship rooted in trust. Let’s start with a no-pressure, no-obligation conversation as the first step toward peace of mind and a plan you can feel confident about.