Blair Brodie RRC, CPCA, CFP
I started my career with IG Wealth Management in 1983, after graduating from Wilfrid Laurier University. I hold my CERTIFIED FINANCIAL PLANNER® (CFP), Certified Professional on Aging (CPCA), and Registered Retirement Consultant (RRC) designations.
My mandate is to take the complexities out of clients’ lives, so they have peace of mind both now and in the future. I take pride in partnering with professionals, executives, business owners, foundations, and affluent families providing sophisticated financial, tax, and legacy planning. By understanding clients’ financial situations and future goals, I can focus our resources on helping clients achieve, grow, protect, and preserve their wealth.
“There is no greater sense of accomplishment than knowing I have had the chance to impact my clients’ lives and their legacy.”
William Curtosi CFP, RRC, TEP
William (Will) started with IG Wealth Management in 2014 after graduating from the University of Guelph, then joined Brodie & Associates in 2016. He achieved his CERTIFIED FINANCIAL PLANNER® (CFP) and RRC designations shortly thereafter.
Will excels at creating detailed, complex, technical financial plans with a focus on retirement planning, risk management, estate planning, and multi-generational wealth transfers. He is able to prepare and present plans that clients can easily understand, and that help them achieve their financial goals.
Will compliments Blair and the team with his skills, adding depth to the practice.
Katherine Braby
Ron Davey CFP, PFP
Ron Davey joined IG Wealth Management in January 2019 and supports the Brantford-Ancaster and Kitchener-Waterloo Regions in Ontario.
Ron started his career in the financial services industry in 2010. Before joining Investors Group Securities Inc., Ron worked as an Investment and Retirement Consultant with a large Canadian Insurance company specializing in Group Plan Investments. Ron also has experience as a financial advisor with one of the major retail banks in Canada.
Ron holds both a Certified Financial Planner professional (CFP) designation and a Personal Financial Planner (PFP) designation.
Gary Smith RRC, CFP, CPCA, TEP, CHS
Gary began his career in the financial services industry with Metropolitan Life. In 1999, he moved to Investors Group, holding the titles of Insurance Manager and presently Insurance Planning Specialist. Gary is a CFP (CERTIFIED FINANCIAL PLANNER professional), a TEP (Trust and Estate Practitioner), an RRC (Registered Retirement Consultant), a CPCA (Certified Professional Consultant on Aging) and a CHS (Certified Health Insurance Specialist).
Gary specializes in building customized insurance and estate planning solutions for both family and business needs. He helps Consultants and clients by providing strategies that involve protection, guaranteed retirement income, wealth accumulation, wealth preservation and efficient wealth distribution.
Outside of work Gary enjoys spending time with family, golfing and actively participates in helping many charities, including a charitable foundation he started in January of 2015.
Janet Fleck
Janet joined IG Wealth Management in 2016 as the Mortgage Planning Specialist in the Kitchener-Waterloo region. She has been in the financial services industry for over 34 years with varying roles from Branch Manager to Mobile Lending Specialist, achieving Best of the Best for 6 consecutive years in her Financial Services Manager role prior to moving to IG. Her expertise in Mortgage and Lending Services is a key part of planning with our clients.
Janet provides straight forward advice on mortgage options including purchase, transfer, refinancing and secured lines of credit. She is dedicated to what the plan has to offer clients and will work with them to help them achieve their financial goals and dreams.