Barbara J.W. Dawson MA, RRC, CFP®, CLU
Prior to joining IG Private Wealth Management in 2008, Barbara was a successful corporate executive in the financial services, pharmaceutical and healthcare sectors. Barbara works with clients to minimize tax, plan for retirement, and help company owners transition their business to the next generation. These are all complex and often inter-related financial strategies which need to be managed with care, expertise and a detailed plan.
Thanks to her team of specialists and a vast array of resources, Barbara provides personal client service, knowledge and peace of mind to clients. Her practice has grown through referrals, as clients have recognized her integrity and client-first focus.
Barbara is active in her community and currently serves as a member of the Southlake Regional Health Centre Foundation's Investment and Audit Committee. In her spare time she focuses on spending time with her family, cottaging and playing golf.