Barbara Shuster

Dakota O’Hara is a Practice Manager at IG Wealth Management, holding a Bachelor of Business Administration (BBA) and 8 years of experience in client relationship management, marketing, and operations. With a strong finance background, she thrives in roles spanning these areas. Over the past 4 years, Dakota has focused on enhancing client experience, improving administrative procedures, and coordinating marketing initiatives. Today, she enjoys supporting her team in expanding their practice by optimizing processes, managing schedules and finances, and overseeing marketing strategies.

Sherri Therrien is an Administrative Assistant at IG Wealth Management. With over 25 years of administrative experience in education, she has refined her skills in effective communication and building client relationships. Sherri takes pride in her ability to connect with clients, ensuring their needs are met with the utmost care and attention to detail. Her empathetic approach and dedication to client satisfaction make her an invaluable team asset. Sherri's exceptional organizational skills ensure every task is completed, and every client feels valued and supported.