About Us

Welcome to Whitehead Mackay McNeill Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

Learn more  

Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.

Learn more  

Giving Back

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

Learn more  

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Whitehead Mackay McNeill Private Wealth Management  provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Team

 About Sheelah McNeill - When I met Sheelah McNeill, I was looking for help managing my money and wanted to start creating a plan. What I got - and what I receive every time we meet - is so much more.  Sheelah takes the time to ask me about my life, and how I am. We talk about more than financials. The result is that I trust her suggestions because she knows me, and they "fit"! Sheelah is a wealth of information, and she asks great questions (that are sometimes difficult, but that are always helpful, thoughtful and get me thinking). I know that she always has my goals and dreams in mind while helping me to create and maintain a solid financial plan that works for me.I highly recommend Sheelah McNeill as a financial advisor.

A.S. - International Speaker and Diversity and Inclusion Consultant

Read more

Education Centre

IG Private Wealth Management |
In response to the COVID-19 pandemic, employers have embraced an environment where employees work from home. With the opportunity to work from home, some Canadians are taking the opportunity to work from anywhere. For some that means working from the cottage or working from a foreign location. Before you switch from working from home to a location of your choice, there are a few things that you should consider.
Each June, we honour National Indigenous History Month and National Indigenous Peoples Day. However, these observances cannot be recognized without acknowledging the atrocity of the remains of 215 children discovered in unmarked graves at a former residential school in Kamloops, B.C. This news has deeply saddened all of us at IG Wealth Management, and it is a sombre reminder of our country’s past and the injustice that continues today.
IG Private Wealth Management |
With an increasingly aging population, issues around providing services, including financial advice to seniors, are becoming more important. While attention is often focused on funding retirement and wealth transfer to the next generation, susceptibility to fraud often goes unnoticed.

The Do’s and Don’ts of Designating Beneficiaries

Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.

Videos

Create a Financial Plan for Life’s ‘What Ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

How Strong is Your Financial Plan?

Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes.

See Your Income in Retirement

With the help of an IG Advisor, you can find out your monthly income in retirement.