Ross McKenzie CFP®, RRC

Senior Financial Consultant

Ross McKenzie is a caring and ethical professional driven by a deep desire to help others achieve their goals. These qualities have propelled him to a distinguished career in financial services. He is especially proud of the meaningful milestones in his life: playing a pivotal role in launching the careers of two remarkable young women, building a solid home with his wife of over 40 years, and maintaining numerous lifelong friendships.

Embodying the entrepreneurial spirit of IG Wealth Management, Ross has never worked in a traditional job; instead, he has always been his own boss. This experience allows him to understand and address the challenges faced by entrepreneurial clients.

Beyond his professional accomplishments, Ross is a wine aficionado, a passionate fisherman who enjoys remote west coast waters, and an avid traveler (particularly drawn to Europe and his Scottish heritage). His lifelong interest in performance automobiles is reflected in his sponsorship of a racing team and his enjoyment of driving his own race car. Ross’s diverse interests and commitment to clients and his loved ones make him a well-rounded and respected figure in both his personal and professional life. 


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Sherri Hoover CFP®, RRC

Senior Financial Consultant

Sherri is a seasoned financial planner with over 18 years of experience, specializing in tax-efficient strategies that help clients maximize their wealth. With the coveted CERTIFIED FINANCIAL PLANNER® designation, she has built a reputation for her keen analytical skills and personalized approach to financial planning. While quiet in nature, she is skilled at creating comprehensive plans that enhance our clients' ability to meet their financial goals and dreams.

Known for her attention to detail and deep understanding of how to best create a tax-efficient cash flow, Sherri provides clients with peace of mind, knowing their finances are in capable hands. Her client-centric approach and belief ensures that each plan is tailored to meet the unique needs and goals of the individuals and families she serves.

In addition to her professional achievements, Sherri is an active member of her community, often volunteering time to help others. She enjoys traveling, sunshine and everything the sun kisses (in particular grapes in the form of delicious wine).


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Brad McPhee

Principal

Brad McPhee is compelled to help others understand their potential to reach their dreams. He spent 15 years with the federal government in management roles coaching others and facilitating innovation. Brad transitioned to becoming an entrepreneur and both owned and ran private enterprises for another 15 years. This breadth of experience helps him relate to the entrepreneurs and business people he serves. 

In 2012, he, Ross, and Sherri began their successful and effective partnership.

Brad is a frequent traveler to Cuba. He completed studies to become a minister in 2005. In 2007, he was married and now supports his extended family of five, which he considers one of his greatest life achievements.

Brad loves to discuss the concept of wealth and how it comes in various forms into our lives. He is contemplating a model of 'collaborative capitalism.' And to keep that other side of his brain agile, he would like to pursue an artistic talent.


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Zach Russell BBA (Finance), CFP®, RRC

Senior Financial Consultant

Zach Russell is driven to achieve the goals he sets for himself and those he serves. After he obtained his BBA from Saint Francis Xavier University with a major in Finance, Zach lost no time in setting up his own practice with IG Wealth Management in 2007. Even as a busy entrepreneur, Zach continued studying and ultimately obtained both his CERTIFIED FINANCIAL PLANNER® and Registered Retirement Consultant (RRC) designations.

Zach joined as a named partner with McKenzie, Hoover, McPhee, Russell in January 2019. He continues to grow the practice and specialize in serving private wealth clients, with a focus on physicians, dentists, business owners and professionals.

Zach is not just all business; he also displays the easy-going affability of a sports team player as he was captain of the Men’s Basketball team at St.FX University. His love of the sport also spurred him into coaching and volunteering roles with children and young adults both in Halifax and Vancouver. Zach lives in downtown Vancouver with his wife where they both enjoy outdoor activities and exploring new places, food, and wine through travel.


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Dylan Lynch

Associate Consultant

Originally from Ireland, Dylan moved to Vancouver in 2019 after falling in love with the city’s vibrant culture and stunning landscapes. Armed with a business degree, Dylan quickly demonstrated his keen interest and skill in financial management. By the summer of 2024, he became fully licensed and is now focused on earning his insurance license. His passion for serving affluent clients drives him toward his ultimate goal of becoming a financial advisor.

Beyond his professional pursuits, Dylan leads an active and fulfilling life. He is a key member of a high-performing local basketball team, where he channels his competitive spirit and teamwork skills. An avid traveler, Dylan embraces opportunities to explore new places and cultures. With a packed schedule and diverse interests, he always finds ways to keep himself engaged and thriving in his new home.


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Moyo Sowunmi

Associate Consultant

Moyo is a dedicated and hardworking associate consultant who earned her business degree in Canada after immigrating from Nigeria. She became fully licensed in the fall of 2024, furthering her commitment to her profession. In her first three years, she has already demonstrated a strong understanding of financial management and has successfully supported affluent clients, earning their trust with her expertise and diligence.

Outside of her professional life, Moyo is a creative and artistic individual with a passion for promoting beauty positivity among Nigerian women living in Canada. She brings her unique perspective and cultural pride into her work, inspiring and uplifting those around her at home, at work and at church.


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