IG Wealth Management - Greater Vancouver Island

02/23/2026

We’re thrilled to welcome Benjamin Eggen to the IG Wealth Management team!

Benjamin joins us as a Certified Financial Planner with more than 20 years of experience in the financial services industry. Over the past seven years, he has served as a financial planner with a local credit union, delivering trusted advice and building strong client relationships.

Armed with a Bachelor of Commerce with a specialization in Finance, Benjamin brings deep expertise, a client‑first approach, and a passion for helping individuals and families achieve their financial goals.

Outside of work, Benjamin is a dedicated family man, proudly married with two children.

We’re excited for the expertise, energy, and leadership Benjamin will bring to our team, our clients, and the community!

12/23/2025

As the holiday season unfolds, we have a chance to celebrate many meaningful days, including Hanukkah, Winter Solstice, Christmas, Kwanzaa and New Year’s Day – among other special occasions. Wishing all who are celebrating throughout this holiday season many moments of joy, peace and time well spent with loved ones. Happy Holidays to all!

12/10/2025

Our Comox office is hiring a full time Admin assistant. See details 👇

Administrative Assistant / Client Service Associate
📍Comox, BC
🏢Gee Gibson & Associates – IG Private Wealth Management
🕓Full-Time | In-Office- 2026
Gee Gibson & Associates, a team of three Certified Financial Planners (CFP® professionals), is growing! We’re looking for an organized, personable, and tech-savvy Administrative Assistant / Client Service Associate to join our professional financial planning practice in Comox.
If you enjoy creating a great client experience, keeping operations running smoothly, and supporting a high-performing advisory team, we’d love to meet you.
⭐What You’ll Do
Be the first point of contact—welcome clients, handle calls, manage email inquiries
Schedule and coordinate client meetings (in-person, virtual, phone)
Prepare client files, forms, and documents (including e-signatures)
Update CRM records and follow up on daily client transactions
Support compliance requirements and monitor transfer requests
Coordinate team schedules, travel, onboarding, and internal operations
Assist with newsletters, social media updates, and client events
Prepare reports, presentation materials, and administrative communications
🎓What You Bring
2+ years administrative experience (financial services an asset)
Post-secondary education in business, finance, or administration (preferred)
Proficiency in Microsoft Office 365 (Outlook, Word, Excel, PowerPoint, Teams, Zoom)
Strong communication, organization, and attention-to-detail
Comfortable learning new technology platforms (Salesforce experience an asset)
Ability to manage multiple priorities and work both independently and in a team
Experience with social media tools (e.g., Hootsuite) is an asset
💼Compensation & Details
$22.00 – $32.00 per hour, based on experience
3-month probation period
Full-time, Monday–Friday, in-office in Comox
Growth and development opportunities within IG Private Wealth Management
📩How to Apply
Send your resume and cover letter to:
👉[email protected]
Subject line: Administrative Assistant – Comox
We thank all applicants for their interest; only those selected for interviews will be contacted.

07/31/2025

We are thrilled to announce the appointment of Jennifer Dayne to the Division Manager role within our Greater Vancouver Island region at IG Wealth Management. Jennifer, Dayne comes to us with 20 years of financial advisory, leadership, human resources experience, and a BA in English literature. Having grown-up in the Nanaimo community, Jennifer has held many roles within the credit union system, particularly as of late as a senior HR business partner, senior employee relations advisor, director of retail banking and branch manager. Specializing in employee relations and advisory coaching, her knowledge and expertise support her client-first approach and focus on inclusion, accountability and collaboration. In addition to her career statistics, Jennifer has participated in several not-for-profit organizations, including Loaves and Fishes Nanaimo, the Nanaimo Child Development Center, and held a position on the board for the Nanaimo Hospital Foundation Run for Life.
Please join me in congratulating Jennifer on this exciting new chapter in her professional career.

07/28/2025

https://www.comoxvalleyrecord.com/community/comox-valley-wealth-firm-donates-5000-to-addiction-recovery-services-8156789

Gee Gibson & Associates Private Wealth Management made the donation

06/10/2025

We’re delighted to welcome Taylor Davies to the IG Private Wealth Management team. Taylor will be joining us as a Chartered Financial Planner with more than six years of experience. At IG Private Wealth, Taylor will put clients at the centre and specialize in helping clients achieve their professional, and personal priorities.

04/03/2025

IG has been a proud regional sponsor of the Walk for Alzheimer's for more than a decade. Every single one of our offices across Canada has a team participating in their local walk.

Paul Atterton remembers his wife with a day of Walkin and Talkin

11/20/2024

Help us bring some holiday cheer to people living in non-profit long-term care homes, vulnerable seniors transitioning to long-term care, seniors receiving home care support and to elderly patients in the hospital.

You can drop off items at IG Wealth Management (22 – 1599 Cliffe Ave, Courtenay) from 8:30am-4:30pm, Monday-Friday, until Thursday, December 12th. If you prefer to give a cash donation, you can donate online via our website:
https://www.cvhealthcarefoundation.com/2024/11/12/stockings-for-seniors-2024/

If you are a business and would like to get involved, please call 250-331-5957.