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.

Jill Koehler

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.