Jack Courtney B.A., LL.B., TEP, CFP®, FP Canada™ Fellow
A tax lawyer by background, Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high net worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.
Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics.
He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.