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Agrawal Associates Private Wealth Management

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Our Team

Consultants

Girish Agrawal, CFP
Girish Agrawal, CFP
Principal

Ajay Kumar, B.Comm, CFP, EPC
Ajay Kumar
B.Comm, CFP, EPC

Senior Financial Consultant

 

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Christine van Cauwenberghe
Christine van Cauwenberghe
Vice-President, Tax & Estate Planning
IG Wealth Management
​

Jack Courtney
Jack Courtney
Vice-President, Advanced Financial Planning
IG Wealth Management​

Normand Verville
Normand Verville
Assistant Vice-President, Tax and Estate Planning
IG Wealth Management​

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Tom Daumler
Tom Daumler
BA, LLB, CFP, TEP, RRC

Mortgage Planning Specialist
I.G. Investment Management, Ltd.

Chris Woodman, CFA, MBA, CFP
Chris Woodman
CFA, MBA, CFP

Securities Planning Specialist
Investors Group Securities Inc.
​

Kenneth Marles, CLU, CFP
Kenneth Marles
CLU, CFP

Insurance and Estate Planning Specialist
I.G. Insurance Services Inc.

Administration and Assistants

Varsha Ladwa, BA
Varsha Ladwa, BA
Administrative Assistant

Scott Smith
Scott Smith
Marketing Coordinator

Ajlina Pitarevic
Ajlina Pitarevic
Administrative Assistant

Chantel Besse
Chantel Besse
Personal Assistant

Rimsha Bhatti
Rimsha Bhatti
Administrative Assistant

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About Us
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Contact info

  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
  •   403-727-2800
  •   888-996-9990
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IIROC Advisor Report

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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