Mark Mertens B. Comm, CPA, CFP®
Mark has been working in the financial services industry since 1993. Prior to joining IG Wealth Management, he was Principal in a tax consultant practice in Toronto. He has a Bachelor of Commerce from the University of Toronto, and holds both a Chartered Professional Accountant and a CERTIFIED FINANCIAL PLANNER® designation.
Mark has been married for over 30 years and has two children. He has been active in his community, coaching soccer since 2009, and has been active in his profession, working for several years with the Edmonton Chapter of CPAs in numerous capacities, including board chair. He is a past President for the Edmonton Estate Planning Council.
I have always considered my role to be a bit of a sleep therapist. I help people rest easy at night by removing their financial concerns.
Carole Kuypers CFP®, RRC
Carole was born and raised in Edmonton, where she built both her family and career. A mother of three and grandmother of two. Carole has deep roots in the community she serves. An accomplished entrepreneur, Carole successfully owned and operated a small business for 29 years before joining IG Wealth Management in 2012. She holds both the CERTIFIED FINANCIAL PLANNER® and Registered Retirement Consultant designations, bringing extensive experience and expertise. Committed to her community, Carole has been involved with Big Brothers Big Sisters for more than 43 years, beginning with her own match as a Big Sister. Today, she proudly serves on the Board of Directors for BGC Big Brothers Big Sisters of Edmonton & Area’s Foundation.
A goal without a plan is just a wish. I truly love helping clients plan and achieve their goals.
Stefanie Conradi CFP®, CLU
Stefanie focuses on Life, Living Benefits & Estate Planning. She has over 20 years of financial advisory experience and holds the CERTIFIED FINANCIAL PLANNER® & Chartered Life Underwriter designations. Stefanie is passionate about engaging clients in needs-based conversations to better understand each clients unique financial goals.
Stefanie’s primary focus is insurance planning with individuals, families & business owners through all financial/life stages including estate preservation strategies.
She excels in helping clients understand their financial risks and creating a protection plan that is flexible and easy to understand.
Mark Manson CFP®
Mark was born and raised in Edmonton where he gained a bachelor’s degree in finance from the Northern Alberta Institute of Technology and is fully licensed to service clients in Alberta, British Columbia, and Saskatchewan. Mark is an active member of the Edmonton Estate Planning Council and holds his CERTIFIED FINANCIAL PLANNER® designation. Mark enjoys spending time with friends and family travelling, skiing or playing a round of golf.
Unless commitment is made, there are only promises and hopes; but no plans.