At McKenzie, Hoover, McPhee, Russell, I no longer handle banking administration or credit and mortgage applications. My role is now 100% focused on strategy. Our team includes fully licensed associates and assistants, and IG Private Wealth Management provides internal access to dedicated specialists.
This structure allows me to act as a true advocate for my clients—brokering the best products rather than being limited to a single source. I can consult directly with internal lawyers, accountants, and investment specialists at IG, asking deeper and more strategic questions to maximize the value of their expertise.