Meet the Team

Over the years, we have carefully put together a team of people who share a commitment to excellence in every aspect of client care.

Ian Garriock

Ian Garriock

CFP®, CLU®

Senior Wealth Advisor

Ian understands every aspect of wealth management and has a deep knowledge of the business and a highly developed strategic ability.

Ian’s certifications include CFP® designation and the Chartered Life Underwriter (CLU®). Ian specializes in Integrated Financial Management for business owners, tax planning, and corporate structures. Ian is a regular guest lecturer at the Schulich School of Business MBA program at York University.

When not at work Ian enjoys skiing, track days with vintage cars, helping his brothers with vintage tractors and vehicle restoration and working with his wife on their Niagara-on-the-Lake property.

Tyler Manning

Tyler Manning

BA, CFP®

Wealth Advisor

Tyler has a passion for helping clients navigate their personal and financial life events. Tyler takes the time to fully understand everything about a client so the team can deliver holistic advice. He surrounds himself with a team of experts to provide tailored solutions for various situations such as: exit planning, investment management, tax planning and estate planning. His interest in a wealth management career was embedded at an early age fueled by business readings his mother provided.  With his interests supported by complimentary post-secondary education the transition to managing a top tier wealth management practice was seamless.

Tyler graduated with a B.A. from Brock University, completed the Seneca College Financial Planning Program and then completed the requirements for his CFP® designation.  Since graduating he has been a guest lecturer at Seneca College and the Schulich School of Business MBA program at York University.

When Tyler is not at work, you can find him at his family’s cottage in Haliburton or travelling with his wife Ashley. In the summer he enjoys mountain biking and golf.  In the winter he downhill skis and plays hockey.  He hopes to see the Maple Leafs win a Stanley Cup in his lifetime.

Murray McGuire

Murray McGuire

BA, CFP®

Investment Associate

Murray is dedicated to helping clients balance their personal financial health to enable them to enjoy life without financial stress. With over 30 years of experience, Murray listens diligently to understand our clients’ needs and wants, providing a sound financial plan tailored to them. Murray specializes in retirement and estate planning applying all possible tax minimization strategies. He has a strong dedicated team that supports all aspects of our clients’ financial needs, regardless of life stage.

Murray has his CFP® designation along with a B.A. in Economics from York University.  Murray shares his passion and knowledge with others, as an Instructor at the Schulich School of Business, where he teaches an MBA course in personal financial management.

When not at work, Murray enjoys spending time with his wife Carol at their cottage in Haliburton. They both enjoy travelling when time permits and have become avid fans of the NBA.

Ian Garriock

Ian Garriock

CFP®, CLU®

Senior Wealth Advisor

Ian understands every aspect of wealth management and has a deep knowledge of the business and a highly developed strategic ability.

Ian’s certifications include CFP® designation and the Chartered Life Underwriter (CLU®). Ian specializes in Integrated Financial Management for business owners, tax planning, and corporate structures. Ian is a regular guest lecturer at the Schulich School of Business MBA program at York University.

When not at work Ian enjoys skiing, track days with vintage cars, helping his brothers with vintage tractors and vehicle restoration and working with his wife on their Niagara-on-the-Lake property.

Tyler Manning

Tyler Manning

BA, CFP®

Wealth Advisor

Tyler has a passion for helping clients navigate their personal and financial life events. Tyler takes the time to fully understand everything about a client so the team can deliver holistic advice. He surrounds himself with a team of experts to provide tailored solutions for various situations such as: exit planning, investment management, tax planning and estate planning. His interest in a wealth management career was embedded at an early age fueled by business readings his mother provided. With his interests supported by complimentary post-secondary education the transition to managing a top tier wealth management practice was seamless.

Tyler graduated with a B.A. from Brock University, completed the Seneca College Financial Planning Program and then completed the requirements for his CFP® designation. Since graduating he has been a guest lecturer at Seneca College and the Schulich School of Business MBA program at York University.

When Tyler is not at work, you can find him at his family’s cottage in Haliburton or travelling with his wife Ashley. In the summer he enjoys mountain biking and golf. In the winter he downhill skis and plays hockey. He hopes to see the Maple Leafs win a Stanley Cup in his lifetime.

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Murray McGuire

MURRAY MCGUIRE

BA, CFP®

Investment Associate

Murray is dedicated to helping clients balance their personal financial health to enable them to enjoy life without financial stress. With over 30 years of experience, Murray listens diligently to understand our clients’ needs and wants, providing a sound financial plan tailored to them. Murray specializes in retirement and estate planning applying all possible tax minimization strategies. He has a strong dedicated team that supports all aspects of our clients’ financial needs, regardless of life stage.

Murray has his CFP® designation along with a B.A. in Economics from York University. Murray shares his passion and knowledge with others, as an Instructor at the Schulich School of Business, where he teaches an MBA course in personal financial management.

When not at work, Murray enjoys spending time with his wife Carol at their cottage in Haliburton. They both enjoy travelling when time permits and have become avid fans of the NBA.

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Emily Wood

Emily Wood

BA, CFP®

Associate Wealth Advisor

Emily believes that clients can be planning for tomorrow while enjoying life today. “It is so rewarding to review a client’s financial picture with them and see them realize that their goals are within reach.” Answering the clients “Am I Okay?” question with clarity and confidence contributes so much to their peace of mind.

Emily has worked in the financial services industry since 2012. She graduated from McMaster University with a degree in Economics and has the CFP® designation. Emily joined our team in July 2017.

Outside the office Emily enjoys tending her garden, cooking and making memories with her family and Pug (Fred).

Ingrid Berg

Ingrid Berg

MBA

Associate

Ingrid leverages her extensive experience in wealth management as a seasoned consultant to collaborate with the team.

Ingrid graduated with an Honours Bachelor of Science at Western University, completed a MBA in finance and marketing at the York University School of Business, and has taken numerous courses and certifications throughout her career in investment management, insurance solutions, financial, tax and estate planning.

When not at work Ingrid can be found hiking the ravine trails in and around Toronto and Georgian Bay, golfing and book-clubbing with family and friends, or trying to stay ahead of the weeds in her garden.

Shilpa Shanbhag

Shilpa Shanbhag

Associate

Shilpa was previously a dedicated compliance professional within the financial industry with a strong background in administration. She is passionate about enhancing the client experience by working diligently to develop and maintain processes and operations that are seamless and fully compliant. Shilpa is committed to ensuring every aspect of her role contributes to operational excellence and client satisfaction.

Shilpa graduated from Nottingham Trent University (UK) with a Bachelor of Laws (Honours) degree. She has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course.

Outside of work you will find Shilpa exploring the world with her husband and twin daughters, enjoying live theatre and film, video editing, or immersing herself in an alternate reality with Gran Turismo.

Ashley-Gilliland-Web

Ashley Gilliland

Associate

Ashley uses her experience in planning and organization to prioritize the team’s schedule and workload. Her penchant for attention to detail, complements her skill in creating and implementing business operating processes that serve our clients. As a first point of contact Ashley enables prompt and responsive communication among team members and clients.

Ashley graduated from Brock University with a Bachelor Public Health degree and then studied Risk Management at Seneca College. Ashley joined our team as an Associate in March 2021.

Ashley and her husband, Tyler, have a passion for travel. You can find them hiking in Cinque Terre Italy, skiing in the Canadian Rockies and snorkeling on the Great Barrier Reef. They look forward to adding many more destinations to their travel experiences.