Our people are what makes our team special. When looking for financial advice, look for someone with that not only have experience and knowledge, but someone who is responsible and approachable.

Get to know us, meet our team and see their qualifications:

Consultants

Scott Syrja CFP®, CPCA, RRC, CIM®

Executive Financial Consultant
scott.syrja@igpwm.ca
416-860-7500 | 647-463-6548

Scott joined IG Wealth Management in 2003 and earned his CFP® designation in 2004, he is now one of the company’s Executive Financial Consultants as well as a member of the Private Wealth Management Group. Scott provides executives and business professionals comprehensive financial plans designed to help build a safety net and work towards the achievement of financial goals. Working closely with you to define your objectives and build a lasting value overtime.

Guillermo Martinez CFP, CLU

Senior Financial Consultant
guillermo.martinez@igpwm.ca
416-860-7500

Guillermo started his career at IG Wealth Management in 2008, as the Client Services Administrator. In 2012, Guillermo transitioned to Syrja & Associates as the Business Development Coordinator. Early in 2014, Guillermo advanced to the role of Senior Financial Consultant, where he now works alongside Scott in the creation of financial plans with a specific focus on risk management and debt planning.

Dan Connerty EPC™, CPCA®

Associate Consultant
dan.connerty@igpwm.ca
416-860-1668

Dan started his career at IG Wealth Management in 2017 after completing his BBA degree from Northwood University (an all-business post-secondary institution in Midland, Michigan).  In his first year with the company, Dan’s work acquired media attention from many major outlets such as Forbes, The Globe and Mail, The Wall Street Journal, and Fitsmallbusiness.com.  Alongside Scott, he will mainly be focusing on client-specific investment management, as well as certain strategic growth and exit plans for small business owners.

Assistants

Jeya Sathasivam

Executive Assistant
jeya.sathasivam@igpwm.ca
416-860-7500

Jeya joined Investors Group in 2001 and she is responsible for maintaining and enhancing our business systems so that we can continue to deliver an exceptional client experience to you. Jeya is always developing elite client care relationships that go beyond conversations about investment accounts. Whatever it takes, her goal is to make life a little easier for you.

Janette Vuong

Executive Assistant
janette.vuong@igpwm.ca
416-860-7500

Janette joined Syrja & Associates Private Wealth Managemet in 2016 and is currently pursuing her Canadian Securities Course (CSC). Janette works alongside the team to enhance our client experience. She strives on providing support to the team with handling client account manners. She oversees new account openings, processes and tracks client transfers, and liaises with our head office staff and strategic partners to help ensure our operations run as smoothly as possible for you.

Leonardo Sevilla

Marketing Assistant
leonardo.sevilla@igpwm.ca

Leonardo is a Marketing professional and experienced Photographer with a demonstrated history of working in the financial services industry as well as the Educational and Entertainment sector. He joined Syrja & Associates Private Wealth Management in 2019 as a Marketing Assistant. He coordinates and oversees all the marketing activities and projects of the team. His daily’s activity consists of planning and executing digital marketing projects, coordinate social media, photography, graphic design, email campaigns, create and coordinate events, manage team’s website and SEM/SEO.

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Glen G. McCrum B. Economics

Wealth Planning Specialist, Investors Group Securities Inc.
glen.mccrum@investorsgroup.com
416-860-9920

Glen joined Investors Group Securities Inc. in May 1998. With 12 years of experience in the financial services industry, prior to joining Investors Group, Glen held a variety of roles including a full service Investment Advisor and Account Manager with a Canadian trust company. Glen has also spent time as an Account Manager of Professional Banking at a chartered bank where he provided investment and financing strategies for high net worth clients. Including an undergraduate degree in economics, Glen has also completed the Branch Managers Qualifying Exam and Professional Financial Planning (PFP) course and is a Chartered Investment Manager (CIM®).

IIROCIIROC Advisor Report

CIPF

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.

Ty Wehrenberg CFP, CLU, ChFC

Insurance & Estate Planning Specialist, I.G. Insurance Services Inc.
Ty.Wehrenberg@investorsgroup.com
416-860-1668

Ty started his career in financial services in 1988 and joined IG Wealth Management in 1997.  Prior to working at IG, Ty worked for a major Canadian financial institution in retail banking.  Ty is a graduate of both York University and Laurier University.  Ty’s designations include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

As an Insurance and Estate Planning Specialist, Ty’s provides solutions to clients regarding estate planning and risk management needs.

Gloria Reast

Mortgage Advisor,
nesto inc.

Gloria provides expert mortgage planning advice for clients across the greater GTA area. She joined IG Wealth Management after extensive careers with two leading Canadian banks where she focused her career in lending products.

Gloria holds her Ontario Mortgage Agent license, Personal Financial Goal counselling designation, achieved her Mutual Fund License, Branch Compliance Officer designation and has completed courses in business for self lending.