Nathan Small CFP®, RRC, BSM (Hons)

Executive Financial Consultant

Nathan joined IG Wealth Management in 2012 with a passion for finance and helping others. He grew his practice in the Waterloo region and partnered with Jeff Dale in 2014 as part of a long term succession plan.

Nathan obtained his Registered Retirement Consultant (RRC) designation in October 2015 and his CERTIFIED FINANCIAL PLANNER® (CFP) designation in January 2017. In addition, Nathan holds an insurance license to provide proper risk management plans to all clients. Nathan works closely with all clients to understand their current circumstances and goals, then optimizes their financial plan to achieve desired results.

Jeff Dale CFP®, RRC, EPC

Senior Financial Consultant

Jeff joined IG Wealth Management 25+ years ago, 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. He also holds the Registered Retirement Consultant (RRC) and Elder Planning Counselor (EPC) designations, as well as a Canadian Securities Certificate (CSC). In addition, Jeff holds an insurance license to help ensure all client objectives are attained.

Jeff has proudly served hundreds of families, of all backgrounds, over his many years in the financial services industry.