Our Team

Consultants

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
Vice-President, Tax & Estate Planning
IG Wealth Management

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

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
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
Administrative Assistant

Scott Smith
Marketing Coordinator

Ajlina Pitarevic
Administrative Assistant

Chantel Besse
Personal Assistant

Rimsha Bhatti
Administrative Assistant

_{Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., 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. , 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 Broker. *In QC, a registered as a financial services firm (QC-License #2400376104).}

© 2022 Agrawal Associates Private Wealth Management. All rights reserved.