Jeff ENGLISH

Karen is a CPA and holds her Mutual Fund license and a Bachelor of Arts degree from Queen’s University in Kingston, Ontario. Her primary remit at IG Wealth Management is in helping clients build and evolve their plans so they can aspire to realize their life long financial goals.

She began her career in Consumer-Packaged Goods with the Campbell Soup Company and transitioned to the healthcare / pharmaceutical industries to broaden her professional experience working for Baxter Corporation and subsequently GlaxoSmithKline Inc.

She has held several senior level Finance positions focused on financial planning and decision support for all facets and levels of these organizations and has been involved in at least two major financial system design / implementations for commercial organizations, including the development and delivery of end user training.

Her broad range of skills was cultivated through multiple cross-functional developmental assignments. These range from traditional core corporate finance roles (reporting and analysis, audit, reengineering and restructuring initiatives) to front line pharmaceutical sales, analysis and delivery of interventional health care programs with external private sector organizations as Market Access Manager with the GSK Health Strategies Team, and a one-year secondment to GSK’s head office in the U.K.

Over the years she has worked across functional and business unit entities, as well as above country with the U.K, European, and U.S. markets with senior finance leadership teams. She has led finance skills training locally and globally, in person and virtually.

Upon leaving GSK after her two children completed their university education, Karen enjoyed a brief period of retirement, but after a short hiatus was recruited to join Jeff’s team to support his growing business at IG Wealth Management.

Outside her professional life, Karen enjoys travelling, reading and gardening at home in Mississauga, time at the cottage, and cherishes time with family and friends.

Tom obtained his Bachelor of Commerce degree from the University of Guelph, where he studied Business Management & Marketing and received a Capstone Certificate in Organizational Leadership.

While enrolled at university, Tom worked for Enterprise Holdings completing their Management Trainee Internship Program; he continued with the company for the remainder of his studies. Upon graduating, he worked for Bell Canada selling telecommunications services before further broadening his experience in account management, financial auditing, and customer service through his employment at Sheridan College in Oakville and National Logistics Services in Mississauga.

In 2021 Tom joined IG Wealth Management as an Assistant and has since earned Mutual Funds License and Life License Insurance Qualification (life, disability, and critical illness insurance). Upon obtaining these licenses, he was promoted to the Associate position. He intends to begin the pursuit of his CFP (Certified Financial Planner) designation in the fall of 2024. The focus of his role in servicing clients is to build individually tailored solutions through comprehensive investment strategies to help them achieve their financial goals.

Tom’s many outside interests include the arts, sports and fitness, and outdoor adventure. He is a collector of vinyl records, art/prints, movies, games, and jigsaw puzzles. He has a strong passion for the arts and enjoys live music, art exhibits/installations, musical instruments, writing, painting, and illustrating. He has a keen interest in athletics, having grown up playing competitive rep hockey in the Greater Toronto Hockey League. Tom spends much of his summers camping/canoeing backcountry and exploring remote nature reserves and Provincial Parks across Ontario & Quebec.