Lisa Cox
Associate Consultant
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Lisa Cox joined Investors Group Financial Services in 2006. She began working with Trevor Dreher in 2007 as an Administrative Assistant. In 2014 Lisa received her Mutual Fund and Insurance licenses and switched her role to an Associate Consultant. Lisa focuses on efficient business processing, estate settlement and impeccable client communication and servicing. She is a busy parent to her two teenage children and can be seen driving and actively cheering on the soccer and flag football fields.
Trevor Dreher
CFP
CERTIFIED FINANCIAL PLANNER®
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Trevor Dreher was educated at the University of Calgary and graduated with a Bachelor of Arts majoring in history. In 1999, he joined IG Wealth Management and obtained a CERTIFIED FINANCIAL PLANNER designation and started a professional financial journey and mentorship from his mom. He focuses on strengthening client relationships and regularly attending conferences and various educational sessions to keep up with industry trends. Trevor has many passions, including reading, writing, running and most of all travelling with his wife and spending time with their son. He is committed to giving back to his community through volunteering and has been a toastmaster for over 20 years.
Joel Doré
RRC
Associate Consultant
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Joel Dore graduated from the Donald School of Business in 2014 and started his career with IG Wealth Management in 2015. Joel follows a client focused, goal oriented and holistic financial planning model and focuses on risk management and wealth accumulation. He creates personalized financial roadmaps, connecting clients with their monetary journey, goals, and aspirations. His hobbies include golfing, fishing, snowmobiling, trying new recipes and is known as a comedy and movie critic.
Cara Doré
BSc
Business Development Coordinator
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Cara Dore is a Business Development Coordinator, working closely with the team to drive lead generation and expand the business while providing insurance and marketing support. Cara has over 20 years experience in building key stakeholder relationships, managing growth and acquisition of clients in a variety of sectors including health, education, and advertising. She has a passion for cooking healthy meals, spending cherished time with her family, friends and pets, and challenging herself to keep fit.
Sharmaine Mwenga
Executive Assistant
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Sharmaine Mwenga began her career as an Administrative Assistant working with WaLe Balogun at IG Wealth Management in 2018. Sharmaine has completed the Canadian Investment Funds Course and is responsible for the operational and administrative aspects of the practice. Her spare time is spent attending open mics, singing, writing, spending time with her family and at times, talking to perfect strangers.