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Our Team

A collaborative, multidisciplinary team built to address your most complex needs through local care and industry-leading national support.

Built for Complexity

Our team has the expertise to address your most evolving needs. We provide local attention backed by industry-leading national support. Beyond our immediate office, we have direct access to dedicated specialists in estate, insurance, and mortgage planning.

For the most complex situations, we engage the IG Private Wealth Planning Experience. This multidisciplinary team includes tax accountants, estate lawyers, and pension specialists. It allows us to deliver advanced expertise for every aspect of your wealth.

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Our Leadership

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Neil F. Mahnke

Principal

BA , CFP®, CLU

Neil.Mahnke@igpwm.ca

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Matthew D. Lippert

Senior Financial Consultant

B.Comm, CFP®

Matthew.Lippert@igpwm.ca

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Samantha Sheffield

Associate

BBA CFP TEP

Samantha.Sheffield@igpwm.ca

Client Services

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Lisa Pearson

Practice Manager

Lisa.Pearson@igpwm.ca

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Margaret Knoop

Executive Assistant

Margaret.Knoop@igpwm.ca

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Erin Robertson

Executive Assistant

Erin.Robertson@igpwm.ca

Planning Professionals

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Christine Van Cauwenberghe

B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning

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Jack Courtney

B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
Vice-President, Advanced Financial Planning

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Toula Fleischauer

Tax Support

Legacy & Leadership

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Brian Davies

Founder

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Doug Steinburg

Advisor

Experience the difference of a true financial partnership.

Your complex goals deserve a dedicated team. Let’s start a conversation about how we can help you achieve them.

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