We are a six-person financial planning team specializing in serving business owners, entrepreneurial professionals and executives in NB and several other provinces under the banner of IG Wealth Management. Each of our members have unique backgrounds and skillsets that enable us to offer what we believe to be a unique and fulsome planning experience.
Andy Lodge made the decision to join IG Wealth Management after spending 15 years in the courtroom. Andy was a lawyer in the Saint John area with the regional law firm of Barry Spalding for 10 years before opening his own law firm in the Kennebecasis Valley (BLR Law). He has been with IG since 2019 and recently obtained his CFP (Certified Financial Planner) designation.
Gavin Conrad is also a CFP and has been with IG Wealth Management since 2015. He will be taking steps in 2024 to pursue his CLU (Chartered Life Underwriter) designation. Andy and Gavin formally teamed in 2019 and have earned an impressive reputation helping clients with complex financial planning needs.
Patricia Robichaud has over 20 years of experience in our industry as a high-capacity Executive Assistant and has been working with IG since 2019. She has added great value to our office since joining and I am looking forward to having her on board to enhance our service offering.
Peter Jones is entering his 38th year in the financial services industry. He joined IG Wealth Management in 2006 after a 20-year career with RBC during which he achieved his PFP (Personal Financial Planner) designation as well as his FMA (Financial Management Advisor) designation.
Diane Edison joined IG Wealth as an Executive Assistant in 2012, bringing with her more than 20 years of experience providing administrative support in various industries. She provides administration of internal operations and technical support.
Neil Roberts joined IG in 2022 after a lengthy tenure in a management role in the automotive industry. His focus on developing strong client relationships helped him to become an overachiever in that industry, which has translated into an impressive start in his financial services career. Neil is currently pursuing his CFP (Certified Financial Planner) designation.
If you believe that you are in need of our assistance or would simply like to learn more about us, don’t hesitate to reach out to any of us. We are all here to help!
55 Union Street, Saint John, NB E2L 5B7
Tel 506.632.8930