Welcome to Mary Hope, Mary Birkett & Barbara Dawson Private Wealth Management
We help you build, protect and transition your wealth, providing financial security and peace of mind for today and generations to come. Our experience and guidance helps you to avoid costly mistakes, remove potential obstacles and discover opportunities you haven’t even thought of yet. We dive deep to understand what motivates, drives and matters to you. Because we take your financial well-being personally.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 80+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
We have been working with Mary Hope for more than 20 years and are extremely satisfied with the growth of our investments. Mary’s strength lies in her immense knowledge and ability to communicate. Mary and her team are always available to answer and easily resolve any issues that may arise on your financial journey. Over the years we have developed a trustworthy relationship with Mary and her team and have highly recommended family and friends who report back that they are also very satisfied with the service they receive.
- Jenny H.
Mary Birkett was recommended to us by one of her colleagues who was leaving IG and the province to pursue other interests. We have been working with Mary for over 6 years and during that time we found that she has a natural ability to communicate in a clear, down to earth and easy to understand style. We felt immediate confidence in sharing our financial goal/situation with her. She has advised us comfortably into different financial investments. She meets with us on a regular basis to discuss the performance of our portfolio. Apart from that, she is always available to us when an emergency occurs and funds are needed. One phone call to Mary and our funds become quickly available. We make no hesitation in recommending Mary and her team to anyone who seeks the advice of a knowledgeable financial advisor.
- Amo and Loretta H.
Barbara Dawson has been like the Rock of Gibraltar for me over many years, especially during some very trying times. Most recently she was instrumental in steering me through a financial minefield when I found myself forced into the unenviable situation of trying to conclude a difficult divorce and complete a complicated retirement process at the same time. It was her calming approach, financial knowledge and confidence that got me through it. Also, thanks to her guidance and expertise over the past decade or so, I feel confident that I am in good financial shape for my retirement years.
- Mark H.
My husband and I have worked with Mary Hope, our financial advisor at IG Wealth Management, for 15+ years. We have been extremely satisfied with the service she has provided us. Mary is very personable and we love our conversations with her and the financial advice she has given us over the years. She has never steered us wrong or disappointed us with her advice in any way. We will continue to work with Mary for many more years.
- Janice A. and Dale S.
Mary Birkett has been a wonderful and reliable financial advisor for over 20 years. She has never been more than a phone call or a text away. Mary has helped me plan for the long-term with major investments such as RRSPs, buying a home, and retiring, as well as being very versatile with help in the short-term, such as helping me finance a grand piano with little notice! I feel I am in safe and capable hands with Mary.
- Dr. Mary C.
I have had the pleasure of having Barbara Dawson as my financial advisor for over 15 years. She has helped me navigate through complex personal financial issues, always keeping my best interests at heart. I appreciate her knowledge, attention to detail, the frequency of review meetings and the comprehensive follow-up notes she provides to summarize decisions and next steps. She collaborates with other professionals and makes referrals as needed. Her guidance has been instrumental in helping me feel financially secure as I approach retirement. Barb has gone above and beyond, always giving 100% to help ensure best outcomes for me as a client.
- Norma P.