Stephen joined IG Private Wealth Management in 2005. He has earned his CERTIFIED FINANCIAL PLANNER^® designation, and has passed the level 1 exam of the CHARTERED FINANCIAL ANALYST^® (CFA) designation. Stephen worked at IG in the Regional Director role for five years, and spent eight years as a Division Director. He is married and has two small children.

Rob joined IG Private Wealth Management in 1991. He earned his CERTIFIED FINANCIAL PLANNER^® designation in 1996 and is also a certified coach.

With four decades in Calgary, Rob is uniquely familiar with the financial climate specific to the area. He is an avid skier, golfer and reader. Rob is married to Sandy, and has two adult children.

Dana was born in Moose Jaw, Saskatchewan and graduated from the Saskatchewan Technical Institute of Applied Arts and Sciences. He is committed to maximizing the financial planning protection and productivity for each client. He is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and believes that no task is too difficult to handle. His goal is to create financial peace of mind for every client.

Dana has a strong community presence in the Town of Okotoks where he has lived with his family since 2005. He supports the Okotoks RCMP/D.A.R.E. program, the Okotoks Rotary, the Sheep River Health Trust, the Foothills Hospice, Okotoks and District Chamber of Commerce, and is the Treasurer for the Sheep River Health Trust.