Working with our team is different than working with financial institutions or other financial services specialists.
let us show you why.
HOW OUR TEAM APPROACH IS BENEFICIAL TO HANDLING YOUR PORTFOLIO POST-PANDEMIC
WHO YOU’LL BE WORKING WITH
RICHARD SALES CFP®️, CLU, CHS, RRC, CEA
executive Financial Consultant
Richard is an experienced financial professional with 24 years of experience in business. He brings a breath of knowledge and experience in advanced financial planning and lending. More importantly, Richard’s reputation has elevated due to his hard work, trustworthiness and loyalty. Richard and his team are able to adapt to all generations and serve each client above and beyond what they would expect.
Since 2012, Richard and his team have been recognized as a top practice at IG Wealth Management, winning awards such as President’s Club* , President’s Elite**, President’s Council***, and President’s Academy**** year after year.
Richard and his team specialize in working with business owners, professionals and retirees at a high level, offering a comprehensive financial planning approach. Furthermore, the team works closely with various corporations providing advice and solutions for group plans.
As a proud husband and father of two daughters, Richard and his family have a passion for supporting various charities in the Halton region.
*President’s Club: Top 3% of IG Consultants based on new business (2012, 2013, 2014)
**President’s Elite: Top 1% of IG Consultants based on new business (2015, 2016)
***President’s Council: Top 122 of IG Consultants based on new business (2017,2018)
****President’s Academy: Top 50 of IG Consultants based on new business (2019, 2020, 2021, 2022, 2023)
“We’ll see Richard three or four times a year, so that’s pretty special. They always accommodated us even if it’s a very busy day. They’re excellent. Very professional. We admire the honesty, openness and how Richard explains things to us in terms that we can understand.”
PETER & BEVERLY
DANIEL PELC CFP®️, CLU, CHS, RRC
senior financial Consultant
Daniel brings a wide range of industry experience to clients. Before joining IG Wealth Management, Daniel worked in the Insurance and Hedge fund industries. With a Business Administration background from Southern New Hampshire University, Daniel is able to understand and relate business and financial planning at a unique level. Daniel was a National Leader* in 2012 and an Ontario Leader* in 2012 & 2013. In 2015, Daniel was promoted to Division Director and was responsible for training and mentoring other consultants. In addition to his internal accomplishments, he was recognized in 2016 by Business Link Media Group as a Top 40 Under 40 Award Winner for his excellence in financial planning. In 2018, Daniel joined Richard in partnership to work together and offer the highest level of service, expertise and value to clients.
Daniel helps clients grow, manage and transfer their wealth in ways that are most effective and tax efficient. In addition, Daniel holds an expertise in group benefit plans and group pensions. He works with many corporate clients to implement and manage plans to help attract and retain employees.
Personally, Daniel is married and he and his wife are parents to two children. They are involved in the community with Ronald McDonald House & McMaster Children’s Hospital, which are two causes that are near and dear to their family.
*Recognizes leaders among IG Consultants (Yr. 1-4) who achieve outstanding external assets gathered (EAG) results at December 31 each year.
“Daniel’s honesty and outstanding level of service has improved our financial situation and we have the utmost trust and confidence in him.”
JOE & CECILIA
ZACHARY SLOAN CFP®️
Associate Consultant
Zachary brings a strong background of corporate and personal financial planning. Before joining IG Wealth Management Zachary specialized in working with Doctors, Business owners, and Executives to achieve their financial planning goals through a combination of tax, investment, and insurance strategies. With a Finance and Economics background from Canisius University Zachary is able to help clients understand the complexities needed to achieve their goals. Zachary aims to provide clients with comprehensive and experienced tax, investment, and insurance advice with the goal of clients having a truly holistic financial plan that allows clients to have the comfort that all areas of their lives are looked after.
Outside of work, Zachary participates in the Intercounty Baseball League which continues onwards from his time as an NCAA university athlete.
KEITH LESKA
Associate Consultant
Keith is a graduate from the University of Guelph-Humber Bachelor of Business Administration program where he gained a plethora of knowledge in capital markets, taxation, accounting, and the financial services industry. During his 4-year program, he had interned at an international accounting firm and on the R. Sales & Associates team with IG Wealth Management providing him a solid foundation of understanding and technical knowledge. After graduating and obtaining a CSC® designation in the process, Keith worked in the lending and personal insurance industry before joining the team full time as a licensed Associate Consultant. Future professional aspirations include obtaining a CFP® designation, continuing education in taxation, insurance law and most importantly growing relationships with clients through positive engagements and experiences.
Outside of the workplace Keith is a very active gym goer and sports enthusiast having played varsity basketball for many years and continues to be involved in recreational sports. Other hobbies include snowmobiling throughout the winter months and working on car projects and other powersports vehicles during the summer.
AMANDA GIDARO
Executive Assistant
Amanda started at IG Wealth Management in early 2016 as a Client Service Associate. Later in the year, she joined Richard as an assistant helping with the day-to-day activities. In 2018, she then became the teams Executive Assistance. She interacts with clients on a daily basis booking meetings and is the clients first point of contact to ensure each client is well taken care of.
When Amanda is not working, she enjoys spending time with family and friend. She also loves to travel.
AMANDA RAPOSO
Administrative Assistant
Amanda joined IG Wealth Management in 2015 as a Consultant and now works as an Administrative Assistant for R Sales & Associates. After mentoring with Richard Sales back in 2017, she decided to use her knowledge and experience as a previous Consultant to assist the Consultant team behind the scenes. Amanda is responsible for preparing client files for appointments, assisting with client and head office communications, completing and processing administrative forms.
SANDRA SALES
Marketing Coordinator
Sandra joined the R.Sales & Associates team in 2022. She brings along her vast experience in dental management, overseeing several dental offices and participating in marketing projects and seminars making her a great fit for the Sales team. Her creative nature and passion for the client experience have brought her to manage events and organize marketing for the group.
When Sandra is not planning an event, Sandra enjoys practicing yoga and engages in a healthy lifestyle. Travelling and learning about different cultures is something she takes pride in.
regional ig specialist team
SCOTT CLEWS-HUNT CFP® CIM® FCSI®
Wealth Specialist,
Investors Group Securities Inc.
GARY F SMITH
CFP, TEP, EPC, RRC, CHS, CPCA
Estate and Insurance Specialist, I.G. Insurance Services Inc.
LENA TRAN
Mortgage Advisor, nesto inc.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador. All personal information you share with us is confidential and will be handled in accordance with the Collection, Use and Disclosure of Information provisions outlined in our account opening booklet. You can also find out more information about IG Wealth Management’s practices regarding privacy by reviewing the comprehensive privacy notice on our website,
Privacy and Personal Information | IG Wealth Management