Our Leadership

Bill Spence B. EDU., CFP

Principal
Bill.Spence@igpwm.ca

Bill joined Schiller & Associates Private Wealth Management in 2015, bringing a wealth of experience, drive and dedication to the team. 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 has also completed his CERTIFIED FINANCIAL PLANNER designation (CFP).

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.

Miles Schiller CFP®, RRC

Senior Financial Consultant
Miles.Schiller@igpwm.ca

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.

Ilkin Hasanzade CFA, CFP, CLU, CIPM

Senior Financial Consultant
Ilkin.Hasanzade@igpwm.ca

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 designation (CFP), Certificate in Investment Performance Measurement (CIPM) and the Certified Life Underwriter (CLU) designation as well. 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 Halwachs CFP®

Financial Consultant
Mathew.Halwachs@igpwm.ca
Matt is a CERTIFIED FINANCIAL PLANNER with over 15 years of experience in the financial services industry.  Having joined Schiller, Spence & Associates in October 2022, he brings a wealth of experience in comprehensive financial planning.  His passion lies in delivering holistic financial planning solutions that align with our clients’ unique goals, ensuring both long-term stability and growth.  With a strong background in investment strategies, retirement planning and tax efficient wealth management, Matt is dedicated to helping individuals and families navigate complex financial decisions with clarity and confidence.
 
Outside of his professional life, Matt is a happily married to his wife Chelsey and a proud father to three energetic boys.  He values quality time with his family and enjoys travelling, playing sports and relaxing at the family acreage.  His commitment to balance in both his personal and professional life is central to his approach to financial planning. 

Jason Mandes

Associate Consultant
Jason.Mandes@igpwm.ca

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.

Cameron Wheeler

Associate Consultant

Cam joined Schiller, Spence and Associates in 2022.  He was with IG Wealth Management from 2015-2018 as a Consultant running his own practice.  With his experience in insurance he compliments the planning process by learning about what is most important to you.

Protecting your hard-earned assets, protecting your loved ones or planning for the unexpected, he’s here to help.  His outgoing and positive attitude that he brings to our clients and team is contagious. He is always actively involved in his community.  He loves to hike, golf, run and has taken up a new challenge of Bouldering. 

Denise Leslie

Senior Assistant
Denise.Leslie@igpwm.ca

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.

Heidi Fiedler

Assistant
Heidi.Fiedler@igpwm.ca

Heidi joined us as an Assistant in 2024 bringing with her ten plus years of experience in administration and customer service.

Her cheerful disposition, resourcefulness and strong organizational skills comes into play daily when connecting with clients and working alongside the Schiller, Spence, and Associates team.

When she isn’t multitasking at the office you will see her out in the community volunteering or creating meaningful memories with her daughter and two sons.

Noah Sobon

Noah.Sobon@igpwm.ca

Noah joined Schiller, Spence & Associates in 2025. Noah graduated from Northern Alberta Institute of Technology with his Bachelor of Business Administration, Finance. Noah is passionate about lifelong learning and is dedicated to making a meaningful difference for clients.

Outside of work and studying, Noah enjoys staying active through sports, watching captivating movies and spending time outdoors.

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

Christine Van Cauwenberghe

Head of Financial Planning

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Christine Van Cauwenberghe

B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning

Christine is Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, 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.

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Aurèle Courcelles

Aurèle Courcelles

Vice-President, Tax and Estate Planning

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Aurèle Courcelles

CPA, CMA, TEP, CFP®, FP Canada™ Fellow
Vice-President, Tax and Estate Planning

Aurèle 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.

After starting his career at a larger accounting firm in Winnipeg, Aurèle joined IG Wealth Management in 1996. He has worked with individuals and owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and estate planning. He has made numerous presentations to both public and professional audiences and is frequently in the media providing expertise on these topics.

His passion for the financial planning profession has seen him volunteer his time and share his knowledge with industry organizations. He has been volunteering with FP Canada since 2010 and has been a member of the Board of Directors of the Institut de planification financière since 2019.

Aurèle is a Chartered Professional Accountant. He holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and has received the FP CanadaTM Fellow distinction for advancing FP Canada's purpose and promoting and embodying FP Canada's professional standards.

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Philip Petursson

Philip Petursson

Chief Investment Strategist

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Philip Petursson

B.Comm., CIM
Chief Investment Strategist

Philip Petursson is a seasoned leader with over 25 years of experience in investments, capital markets research, and strategy. As IG's Chief Investment Strategist, he serves as the primary spokesperson on market trends and economic insights that impact Canadian investors.

Known for his clear and engaging communication style, Philip has a unique ability to simplify complex market data, helping advisors and clients navigate ever-changing conditions with confidence. His expertise in macroeconomics and evidence-based decision-making enables him to cut through the noise of the markets and deliver actionable, timely insights. An award-winning podcaster, Philip hosts The IG Living Market Podcast, delivering weekly five-minute episodes that break down key investment news and trends in a relatable way. His dedication to transparency and collaboration ensures that clients remain informed, empowered, and positioned to achieve their financial goals in any market environment.

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Ashish Utarid

Ashish Utarid

Assistant Vice-President, Investment Strategy

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Ashish Utarid

CIM, QAFP, PFP, FCSI
Assistant Vice-President, Investment Strategy

Ashish Utarid brings over 20 years of financial services expertise to his role as Assistant Vice-President, Investment Strategy at IG Wealth Management. Known for his clear and relatable communication style, Ashish simplifies complex financial concepts to help advisors and clients confidently navigate ever-changing markets. With a passion for behavioral economics, Ashish combines a holistic view of market trends with data-driven insights to provide timely and actionable guidance.

His ability to connect market analysis with practical financial planning ensures clients stay focused on achieving their goals. As co-host of the IG Living Market Podcast, Ashish breaks down investment news and trends in an engaging and accessible way. Dedicated to clarity, collaboration and client success, he plays a key role in helping clients build confidence in their financial futures.

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Shahrshad Rajabzadeh

Shahrshad Rajabzadeh

Vice-President, National Sales

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Shahrshad Rajabzadeh

Vice-President, National Sales

Shahrshad is responsible for portfolio analysis, construction, and recommendations for high-net-worth investment strategies at IG. He leads the Product Management, Portfolio Strategists, and Wholesale Distribution teams.

His teams provide Advisors with relevant and timely capital market and investment commentary, product updates and information, as well as industry and competitive analysis, all designed to provide clients with a superior wealth management experience.

Shahrshad has developed his vast knowledge of investment trends and products through more than 20 years of financial services experience. He began his career in financial services as a successful insurance and investment advisor, creating a deep recognition that each client has unique needs that require unique solutions.

Shahrshad holds a degree in computer science from the University of Prince Edward Island and a diploma in computer engineering from Seneca College.

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Shauna Clarke

Shauna Clarke

Vice-President, Mortgage & Banking Solutions

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Shauna Clarke

CFP®
Vice-President, Mortgage & Banking Solutions

Shauna leads the Mortgage & Banking team at IG Wealth Management. She is responsible for the mortgage and financing solutions that support the borrowing needs of our clients. Her role is to ensure that the evolution of IG's mortgage and banking business lines deliver innovative, advice-driven financing and banking solutions that enable superior wealth planning for clients. Her team of Financing Specialists supports IG Advisors in delivering mortgage and financing solutions that are are fully integrated into each client's holistic IG Living Plan and aligned with achieving their financial goals.

With over 25 years of experience in financial services & wealth management, Shauna is a CERTIFIED FINANCIAL PLANNER® professional and experienced leader who has served teams supporting clients and advisors in the financial planning, full-service brokerage and private banking spaces. Shauna is passionate about financial planning, client experience and coaching, and is recognized for leading high-performance teams who deliver exceptional advice and experience.

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Mike Albert

Mike Albert

Vice-President, Insurance Services

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Mike Albert

BA, CHS, CPCA, EPC
Vice-President, Insurance Services

Mike Albert is the Vice-President, Insurance Solutions at IG Wealth Management. As the leader of the Insurance Solutions team, Mike is at the forefront of developing and executing innovative sales strategies to achieve IG's insurance sales targets. He works closely with Regional and Senior Vice-Presidents across all Advisor channels and vendor partners to expand and manage the insurance pipeline, delivering customized private wealth solutions for high-net-worth clients.

With a distinguished career spanning over 26 years in the insurance industry, primarily at Canada Life, Mike has excelled in various senior roles from field sales to head office leadership. His track record includes spearheading projects that significantly boosted insurance sales and enhanced advisor and client satisfaction. Mike's expertise in launching new products, planning distribution structures, and supporting advisors with high-net-worth client planning underscores his commitment to excellence. His collaborative leadership style is centered on fostering innovation and driving market growth.

Mike is a licensed life and accident sickness insurance professional and an active member of Advocis and Estate Planning Council of Canada. Committed to lifelong learning, he has completed numerous Advocis courses, including Financial Planning Fundamentals and Wealth Management and Estate Planning. He holds the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH) certificates, as well as the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), and Elder Planning Counselor (EPC) designations. Currently, he is pursuing his Chartered Life Underwriter (CLU) designation.

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David Turnbull

David Turnbull

Head of Private Company Advisory

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David Turnbull

MBA, CFA
Head of Private Company Advisory

David Turnbull leads IG Private Company Advisory, drawing on more than 25 years of investment banking and capital markets experience to help our corporate and entrepreneurial clients secure financing, drive growth and maximize the value of their businesses. David's primary focus is on building and capturing value for companies with annual revenues in the range of $20 million to $1 billion. He and his team partner with business owners and executives in a diverse range of industries, providing tailored financing solutions, strategic advisory, and mergers and acquisitions strategies to create wealth.”

David sees the world through an entrepreneur's lens. He has a keen understanding of the Canadian business landscape and, as an MBA from Ivey Business School and a Chartered Financial Analyst, is adept at creating value within that landscape. He sees a commonality of purpose across all of IG's services. IG is known for using a holistic planning process and applying specialized expertise to help clients uncover opportunities, cut through complexity and create wealth over the long term. Through IG Private Company Advisory, they extend that ethos and approach to serving business owners in ways other providers typically don't: offering tailored analysis and advice to maximize wealth

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