Marcello Spadafora

Marcello Spadafora

CFP, RRC CFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

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About —

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Marcello Spadafora began his career in 1988 with BMO before joining IG Wealth Management in August 1997. Over the years, he has held a variety of roles, including Consultant, Division Director, Regional Director, and currently serving as an Executive Financial Consultant.

His dedication and expertise have been recognized through numerous awards, including the prestigious Ted Oscar Peterson Lifetime Achievement Award, a rare honor in the organization. Marcello holds key professional designations, including the CERTIFIED FINANCIAL PLANNER and Registered Retirement Consultant (RRC), underscoring his commitment to providing top-tier financial planning advice and guidance to clients.

Team —

Gordon Groom

Gordon Groom

CPA, CMA

Associate Consultant

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Phone (416) 819-9679 Email gordon.groom@ig.ca
Gord is a CHARTERED PROFESSIONAL ACCOUNTANT (CPA) and has been working in the financial services industry since 2004. After graduating from the University of Toronto, he began his career as an auditor in public accounting with KPMG where he focused on his strengths within the small business audit and tax area. After completing his CMA accounting designation, he worked as a Financial Controller for companies in manufacturing, distribution, and management consulting companies. He has been with IG Wealth Management since 2004.
Kelly Mackey

Kelly Mackey

Executive Assistant

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Phone (905) 847-7776 Email kelly.mackey2@ig.ca
Kelly has 40 plus years in the Financial Services industry starting in 1980. She has worked for multiple Financial Institutions in retail banking throughout her career. She has held multiple roles from front line working up to management roles in Customer Service. Kelly joined IG in 2018.
Andrea Osborn

Andrea Osborn

Business Development Coordinator

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Phone (905) 847-7776 Email andrea.osborn@ig.ca
Andrea has been working in the financial services industry since 2007. After graduating from the Business Administration and Management program at Centennial College, she earned the Certification in Management designation at the Canadian Institute of Management. Before joining IG, she previously worked in the commercial real estate industry for over 11 years in both Research Manager and Director MIS roles, where she also led a team to design and implement a KPMG approved ISO 9001 system.
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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.

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