Nathan Small CFP®, RRC, BSM (Hons)
Nathan joined IG Wealth Management in 2012, with a passion for finance and helping others. Nathan partnered with Jeff Dale in 2014, as part of a long-term succession plan & together they built a very successful practice. As a result, Nathan & Jeff were welcomed to IG Private Wealth Management in 2022. Nathan then took the formal lead of the practice in October of 2023.
The foundation of our business is based on establishing successful relationships and providing exceptional client service. We add the most value when working with near retirees, retirees, & high net worth individuals. Financial planning is complex, we help to make these complex issues simple. Whether it's preserving accumulated capital & passing it along tax efficiently to the next generation, planning for level income in retirement & reducing taxes, or forming an estate plan & considering charitable giving, we can help.
Jeff Dale CFP®
Jeff joined IG Wealth Management in 1997, following 20 years with a major Canadian bank where he was a branch manager for over a decade. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2002.
Jeff formally retired from IG in 2025.
Jeff proudly served hundreds of families, of all backgrounds, over his many years in the financial services industry.