Vice-President, Advanced Financial Planning
B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
A tax lawyer by background, Jack leads the Advanced Financial Planning team at IG. His expertise focuses on providing strategic tax, estate, and financial planning advice to high-net-worth clients with more complex needs, including business succession, executive compensation, and family trusts. Jack has practiced law in both the private and public sectors, providing him a depth of insight when advising on client cases across industries and professions. Jack is a member of the Canadian Tax Foundation, Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.