As an experienced financial advisor, Mary Hope helps Canadians build and protect their wealth. Mary joined IG Wealth Management in 1998 and as an Executive Consultant she works with an exceptional team of professionals to provide peace of mind for clients.  

Mary's success is due to the depth of her experience, uncompromising integrity and passion for financial planning. Her commitment to comprehensive financial planning includes a range of sophisticated tax, estate, investment and debt utilization strategies. With a client-first focus, Mary has built a successful practice with very deep client relationships. This has allowed her to serve multi-generational client families and businesses.

A passionate consultant, Mary is married and enjoys spending time with her family, travelling, and playing golf and tennis.

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Mary Birkett has been active in the financial services industry for over 35 years, providing the finest advice and service to clients. Thorough and innovative, Mary meets the needs of high-net-worth individuals, successful professionals, business owners and retirees. She has built a solid client base and continuously receives referrals from satisfied clients and professional colleagues.

Mary’s integrity and genuine concern provides clients with superior advice designed to fulfill their financial objectives. Mary helps clients achieve three financial goals: wealth accumulation during their working years, security and independence in their retirement, and estate planning for when their accumulated wealth is passed on to their beneficiaries.

Mary often shares her expertise as an accomplished speaker and has held numerous seminars on financial planning. In her leisure she enjoys family time with her husband, two sons and four grandchildren.

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Prior to joining IG Private Wealth Management in 2008, Barbara was a successful corporate executive in the financial services, pharmaceutical and healthcare sectors. Barbara works with clients to minimize tax, plan for retirement, and help company owners transition their business to the next generation. These are all complex and often inter-related financial strategies which need to be managed with care, expertise and a detailed plan.

Thanks to her team of specialists and a vast array of resources, Barbara provides personal client service, knowledge and peace of mind to clients. Her practice has grown through referrals, as clients have recognized her integrity and client-first focus. 

Barbara is active in her community and currently serves as a member of the Southlake Regional Health Centre Foundation's Investment and Audit Committee. In her spare time she focuses on spending time with her family, cottaging and playing golf.

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Brad McLellan has been an advisor in the high-net-worth wealth management space since 2016, and has had the opportunity to play a significant role in financial planning and wealth creation for clients. As a CERTIFIED FINANCIAL PLANNER^® professional, Brad's focus is on holistic financial planning. While investments play a significant role in the path to success for clients, he believes there is more to one's financial well-being than investments alone. Throughout his career, he has worked with many high-net-worth individuals, primarily physicians and their families. As a result, he has a wide range of experience to advise in all areas of financially planning, both personally and corporately. 

Brad enjoys spending time with his family, exercising, following professional sports and being in the great outdoors.

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Tracy began her career with a major Canadian bank in 2000. She joined IG Wealth Management in 2012 as an Administrative Assistant working for a Division Manager and the Consultants in that division. Shortly thereafter, she was promoted to handle recruitment for the region until 2015 when she transitioned to her role as an Executive Assistant to Mary Hope.  

In 2023 Tracy’s role expanded as she became the lead Executive Assistant on the newly formed team of Mary Hope, Mary Birkett & Barbara Dawson. Tracy brings over 35 years of exemplary customer service and 25 years of financial services knowledge to the team. She is happily married with two children.

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Willie has worked in the financial services industry for over 40 years. She started with a major Canadian bank as a teller and subsequently progressed through more senior positions as the branch customer service representative, financial service manager, assistant branch manager and commercial account manager. In 2015 Willie transitioned to IG Wealth Management as a mortgage assistant and in March of 2023 she joined the IG Private Wealth Management team of Mary Hope, Mary Birkett & Barbara Dawson as an Executive Assistant. Throughout her career Willie has always worked in customer facing roles, providing excellent customer service.

In her spare time Willie enjoys the game of golf, swimming, spending time with her husband, her sons and their families, and her four grandchildren.

With 6 years of experience in the financial industry and an impressive 25-year background in customer service, Allison is a dedicated and skilled executive assistant at IG Private Wealth Management. Known for her exceptional organizational abilities and client-focused approach, Allison plays a crucial role in supporting our financial advisors and ensuring smooth operations.

Throughout her career, Allison has developed a keen eye for detail and a deep understanding of the financial services sector. Her extensive customer service experience has equipped her with excellent communication skills and the ability to handle client inquiries with professionalism and care.

At IG Wealth Management, Allison’s proactive approach and commitment to efficiency make her an invaluable asset to our team and a reliable point of contact for our clients.

In their free time, Allison enjoys spending time with her family and travelling, which helps her maintain a well-rounded and balanced approach to her work.