Meet Our Team
Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.
Harman Kang
Associate Consultant CIFC, LLQP
Access to Experts
IG in-house experts work with our team to deliver investment management, tax mitigation, wealth and estate planning, mortgage, credit, and insurance recommendations to help our clients make the most of their wealth. The team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists. We also have access to the IG Private Company Advisory team that provides strategic and transaction services to mid-market businesses. Individual experts and specialists are represented by the following individuals:
Christine Van Cauwenberghe
Head of Financial Planning
Aurèle Courcelles
Vice-President, Tax & Estate Planning
Philip Petursson
Chief Investment Strategist
Ashish Utarid
Assistant Vice-President, Investment Strategy
Shahrshad Rajabzadeh
Vice-President, National Sales
Shauna Clarke
Vice-President, Mortgage & Banking Solutions
Mike Albert
Vice-President, Insurance Services
David Turnbull
Head of Private Company Advisory
Frequently asked questions
What our clients say
I have the pleasure of working with Llewellyn & Associates as my financial advisors, the experience has been transformative. From the very first meeting, they took the time to understand my unique financial situation and goals. Their expert guidance and strategic planning helped me navigate complex investment decisions and achieve a level of financial clarity I never thought possible.
What impressed me most was their ability to simplify complex concepts and provide tailored solutions that aligned with my needs. With their support, I not only improved my financial literacy but also built a solid foundation for my future.
I wholeheartedly recommend Jay & Harman to anyone seeking knowledgeable, trustworthy, and dedicated financial advisors. They truly made a difference in my financial journey.
-Anonymous