David Johnson

David Johnson

CFP, RRC CFP Certified

CERTIFIED FINANCIAL PLANNER®

Investors Group Financial Services Inc.

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About —

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Everyone at IG Wealth Management takes a holistic and comprehensive approach to financial planning. Our plans also adapt and evolve along with your life. We’ll work closely with you and your team of trusted professionals to deliver an IG Living Plan™ that is specific to you.

Our solutions are well suited for affluent individuals and families who value a disciplined and proven approach to wealth management. Our IG Living Plan process is collaborative – whether it’s your accountant or the many other experts we utilize, we all want to make sure your goals and aspirations are realized.

Team —

Ashley Wiart

Ashley Wiart

RRC

Associate Consultant

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Phone (780) 449-1487 Email ashley.wiart@ig.ca
Ashley has been a dedicated professional in the financial industry since 2013. She began her career at one of Canada’s major banks, where she honed her skills and gained valuable experience. Seeking new challenges and opportunities, Ashley transitioned to IG Wealth Management, where she continues to thrive.

Ashley has earned her Registered Retirement Consultant certificate and is currently working towards her CERTIFIED FINANCIAL PLANNER designation. Her passion for teaching has seamlessly translated into her career, as she now educates her clients on how to improve their financial situations, providing them with peace of mind for today and into their retirement.

Family is at the heart of Ashley’s life. She has been happily married to her husband for 10 years, and together they have three wonderful daughters who inspire her every day. Outside of work, Ashley cherishes spending time with her family and friends. She enjoys playing slo-pitch, shopping, and traveling, making the most of her time with loved ones.

Ashley’s commitment to clients and her family, combined with her love for teaching and continuous learning, makes her a trusted and respected figure in the financial industry.
Karen Penney

Karen Penney

Administrative Assistant

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Phone (780) 449-1487 Email karen.penney@ig.ca

Karen Penney has been an integral part of our team since 2018, serving as the Administrative Assistant.  As the primary point of contact for our practice, Karen efficiently manages the day-to-day operations, including appointment scheduling, preparation, and comprehensive administrative duties.  She is dedicated to delivering the highest quality of service to all our clients.

Karen resides in Sherwood Park.  With her three children now grown, she cherishes the time spent with her two granddaughters during their sleepovers.  In her leisure time, Karen enjoys attending her granddaughters’ sporting events, spending time at the lake, fishing and hunting with her partner, or relaxing with a good movie or book. 

Transcript

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

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250-8005 Emerald Drive
Sherwood Park, AB T8H 0P1

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