Joel leads a team that is supported by in-house tax, estate, and financial planning experts. His enthusiasm for multigenerational wealth planning makes for a high-energy environment built around creating unique strategies to achieve the financial goals of the families he works with.
Joel has been serving physicians, dentists, senior level executives, and private business owners since 2000. There are two things that really set him apart. The first is that he manages immediate-term financial risk for long-term investors who want to avoid large drawdowns of their hard-earned capital every 4-5 years. Second, he offers a boutique experience inside of a large firm with a small group (50 family maximum) of hand-selected clients. Because of this, he is on the pulse of clients' needs, has a ton of in-house expertise, and does not let things fall through the cracks. Very few financial professionals have a systematic, repeatable process to manage immediate-term risk because they have too many clients. There are very few professionals who can hold themselves to this high of a standard when it comes to risk management, exclusivity, and client service.
Joel joined IG Wealth Management in 2021 after nearly 20 years in the investment industry with some of Canada’s largest investment firms. He has lived in Oakville since 2004 with his wife, Megan and their two golden retrievers. In the winter, Joel volunteers as the Head Coach of the Senior Boys basketball team at Nelson High School.
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