At Schiller, Spence & Associates Private Wealth Management, we help you shape a unique vision for your wealth while always keeping the ultimate objective in view: to create a multi-dimensional strategy that sums up who you are, what matters most to you, and the values that you believe are worth passing along to future generations.
An award-winning Financial Consultant, Miles ranks among the Top 25 IG Wealth Management Consultants in Canada and has received the Herbert H. Carnegie Award. Since 1996, Miles has been grateful for the opportunity to make a positive impact on his clients’lives. A strong supporter of community initiatives, he has helped raise millions of dollars in Lloydminster and works with a not-for-profit organization in Mexico that rescues young girls from the street. Born and raised on a small Saskatchewan farm, Miles married his highschool sweetheart, Heather. They have two children.
Bill joined Schiller & Associates Private Wealth Management in 2015, bringing a wealth of experience, drive and dedication to the team. A Pillar Award* winner, recognized for his exceptional productivity and growth, Bill believes in a personalized approach to financial planning, spending the time it takes to clearly understand a client’s aspirations, before employing a comprehensive plan to help make them a reality.
Bill enjoys spending time with his loving wife and two children. When not with his family, Bill is likely active either physically – summer on the links, winter at the rink – or in the Lloydminster community, supporting causes close to his heart.
Ilkin joined Schiller, Spence & Associates in 2017. Ilkin graduated from University of Saskatchewan, B.Comm, Finance Degree with great distinction. He has Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER® (CFP) and Certificate in Investment Performance Measurement (CIPM) designations. He is currently working towards his Certified Life Underwriter (CLU) designation. Ilkin worked on advancing IG’s product shelf and bringing world class asset managers to clients as part of the IG Investment Solutions head office team. He believes in importance of comprehensive financial planning as an integral part of clients’ lives.
Ilkin enjoys travelling, spending time outdoors and playing squash.
Matt joined Schiller, Spence & Associates in 2022 brining with him a decade and a half of experience in the finance industry. Matt is IIROC licensed, holds his CERTIFIED FINANCIAL PLANNER (CFP) designation while working towards his LLQP License. Matt thoroughly enjoys educating clients while maximizing their financial position. Matt believes in a personalized and client focused approach as evidenced through his attention to detail, authenticity and enthusiasm to create a holistic financial plan.
Matt is married to his wife Chelsey and has two amazing boys. When he isn’t supporting clients, you’ll find him playing sports, travelling the world or spending time at his acreage with his family.
Jason joined Schiller, Spence & Associates in 2018. Jason graduated from Lakeland College with a diploma in Professional Accounting and earned his Bachelor of Commerce from Athabasca University. He believes in helping clients achieve their goals through comprehensive planning. Jason gives back to the community as a volunteer with MS Walk and the Salvation Army Food Drive.
Cam joined Schiller, Spence and Associates in 2022. He was with IG Wealth Management from 2015-2018 as a Consultant running his own practice. He helps our team with servicing clients, as well as providing mortgage planning solutions. Currently, he is MFDA licensed and working towards his IIROC and LLQP licenses as well. Cam’s outgoing and positive attitude he brings to our clients and team is contagious. Cam is born and raised in Lloydminster and actively involved in the community. In 2021 he completed the Gift to Health by running 73km in 12 hours organized by Lloydminster Region Health Foundation. They raised over $250,000 for Lloydminster community. He loves anything outdoors, golf, running and any physical challenge!
Colleen joined Schiller Spence and Associates in 2022 after making a career change. Colleen spent most of her adult life in the oilfield working across the western provinces, from pipeline, operating equipment to working as a Safety Consultant specializing in Drilling and Delineation projects as well as incident investigations. Colleen enjoys challenging herself through furthering her education. She has designations as an NCSO, OHS, First year Accountant and is currently pursuing her LLQP. Colleen loves travelling and has even managed to fill a passport front to back with travel stamps, from relaxing on beachfront resorts, meeting Disney Characters, exploring museums and boutiques in Italy to racing on the Nürburgring in Germany, she is up to experience all that life has to offer. In her free time, she can be found outdoors adventuring with her husband and two Bulldogs.
Denise joined our team as a Senior Assistant in 2015 with her long-time friend and colleague Bill Spence. With her industry experience, Denise’s hands-on, full-service approach has allowed her to develop strong and lasting client relationships and enabled her to offer sound, appropriate advice as she strives to continually enhance the overall client experience.
Sean joined Schiller, Spence, & Associates in 2022. Sean holds a Bachelor of Business Administration degree with a focus in accounting and finance, and has also achieved the Registered Financial and Retirement Advisor designation. Sean has 6 years of prior experience working with clients at IG Wealth Management and 8 years of experience within the finance industry. During his time as a planner Sean has always prioritized clients' well being and helped them maximize their success through comprehensive financial planning and is excited to continue to do so at Schiller, Spence, & associates. When Sean isn’t helping clients he can be found running the river valley, rollerblading downtown, enjoying the mountains, or in his kitchen
Brad joined IG Wealth in 2020. He brings nearly 30 years experience to our team.
He has significant field and management experience. Brad has previously held positions as the Life Operations Manager (National) for a Property and Casualty Provider, Regional Marketing Director for two of Canada’s largest insurance carriers, IEPS for a Bank Owned Brokerage Firm, and spent the past 8 years in private practice focussing on Business Owners and High Net Worth Families.
Brad was a guest speaker for the C.A. North Conference and Video Tax News discussing “Shareholder Agreements and Related Topics”.
“For 8 years I worked to develop a network of trusted professionals that could bring the FAMILY OFFICE philosophy to Alberta business... IG Wealth and the Advanced Planning TEAM has allowed me to execute that vision. "
Dilan joined Schiller Spence and Associates in 2021 after completing a Bachelors in Economics and Psychology at the University of Alberta. He is originally from Kenya and is the youngest member of our team! He hopes to help the younger generations understand the value and importance of Financial Planning. In his free time, he loves to golf, play darts, and learn new skills.
Holly works as a member of a team of two Mortgage Planning Specialists who are based out of the Saskatoon office. The team specializes in helping clients select the right lending solution to meet their goals.
Prior to entering the role, Holly was a Consultant in the IG Wealth Management office in Saskatoon. She brings over 6 years of mortgage lending experience and has spent over 10 years in the financial services industry. Holly obtained the CERTIFIED FINANCIAL PLANNER designation (CFP) in 2014.
In her free time, Holly enjoys doing anything outdoors with her family.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Christine is the Head of the Financial Planning Division of IG Wealth Management. The Financial Planning Division is dedicated to providing IG’s financial advisors with top quality education, leading-edge financial planning software and access to a wide array of experts, including tax accountants and estate lawyers to help them provide advice to clients in even the most complex scenarios.
Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 16th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER® (CFP) designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She has previously served on the board of STEP Canada and is a recipient of the STEP Founder’s Award, granted by STEP Worldwide, based in London, England. She has published several industry papers, including with the Canadian Tax Foundation, the Conference for Advanced Life Underwriting, the Law Society of Manitoba, and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.
Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.
Read more about Christine’s career path and client experience.
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.
Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988. He has practiced law in both the private and public sectors. Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice. Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.
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.
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
Chad joined Investors Group in May 2010, where he provides Insurance product support and estate planning advice. He has completed IFIC and LLQP courses. He has also sat on the board of Lloydminster Big Brothers Big Sisters and helped coach minor sports teams.
Palmer specializes in Investment analysis and decision making for high net worth clients. Previously, Palmer worked at a Chartered Professional Accounting firm where he worked on corporate year-end engagements, personal and corporate tax, and small business valuation.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.