Client Services

Michelle is licensed and assists our team in the implementation of your Living Plan and processes your account transactions. Michelle brings over 33 years’ experience working in the Financial Industry and has held a variety of roles within her career.

Michelle grew up in Port Moody and after many years of coming to the Island to visit with her Mom, she decided in 2021 it was time to make the move and relocated to Nanaimo.

Michelle’s interests include dragon boating, golfing, walking, reading, music, learning and volunteering at various non-for-profits. She's helped organize the IG Wealth Management Walk for Alzheimer’s here in Nanaimo and looks forward to finding more ways to volunteer within the Community.

Fun Fact – Michelle started paddling in 2016 and continued after moving to Nanaimo. She also participated in the 2022 55+ Summer Games held in Victoria as a dragon boat paddler. 

Janet is your first point of contact within our team to ensure your needs are met in a timely manner. She has over 20 years of administrative experience in a variety of industries. Janet started out in administrative work in the real estate field, then sought more challenges by focusing on the engineering field in nuclear, oil & gas and transit engineering, before moving on to finance.

Janet was born in Ontario where she and her husband raised their children, The family decided to relocate to the island in 2021 to be closer to family. In her spare-time she enjoys exploring all that BC has to offer both on the island and the mainland, reading, paddle boarding and gardening. When she is not working she is enjoying time with her adult children.