For nearly 20 years, The Kalinka Group has provided comprehensive and personalized financial planning expertise for clients across Canada. We take pride in offering a team-based approach, delivering a highly engaged and personalized private wealth management experience.

We don’t believe in one-size-fits-all financial plans. Your wealth deserves more than a formulaic approach—it requires precision, strategy, and the foresight to anticipate opportunities before they arise. As leading financial planners, Kalinka Group specializes in guiding affluent individuals, business owners, and multi-generational families through the complexities of wealth management, ensuring every decision is aligned with your financial future.

Meet our team

Our leadership team brings together decades of financial experience, combining investment management, estate planning, tax structuring, and business succession strategies into a unified financial planning experience. With a network of trusted specialists, including estate lawyers, tax accountants, and wealth structuring experts, we ensure that every aspect of your financial life is managed with unmatched precision and foresight.

Access to experts

IG in-house experts work with our team to deliver investment management, tax mitigation, wealth and estate planning, mortgage, credit, and insurance recommendations to help our clients make the most of their wealth. The team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists. We also have access to the IG Private Company Advisory team that provides strategic and transaction services to mid-market businesses. Individual experts and specialists are represented by the following individuals:

 

Christine Van Cauwenberghe

Christine Van Cauwenberghe

Head of Financial Planning

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Christine Van Cauwenberghe

B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning

Christine is Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

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Aurèle Courcelles

Aurèle Courcelles

Vice-President, Tax and Estate Planning

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Aurèle Courcelles

CPA, CMA, TEP, CFP®, FP Canada™ Fellow
Vice-President, Tax and Estate Planning

Aurèle leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high-net-worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

After starting his career at a larger accounting firm in Winnipeg, Aurèle joined IG Wealth Management in 1996. He has worked with individuals and owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and estate planning. He has made numerous presentations to both public and professional audiences and is frequently in the media providing expertise on these topics.

His passion for the financial planning profession has seen him volunteer his time and share his knowledge with industry organizations. He has been volunteering with FP Canada since 2010 and has been a member of the Board of Directors of the Institut de planification financière since 2019.

Aurèle is a Chartered Professional Accountant. He holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and has received the FP CanadaTM Fellow distinction for advancing FP Canada's purpose and promoting and embodying FP Canada's professional standards.

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Philip Petursson

Philip Petursson

Chief Investment Strategist

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Philip Petursson

B.Comm., CIM
Chief Investment Strategist

Philip Petursson is a seasoned leader with over 25 years of experience in investments, capital markets research, and strategy. As IG's Chief Investment Strategist, he serves as the primary spokesperson on market trends and economic insights that impact Canadian investors.

Known for his clear and engaging communication style, Philip has a unique ability to simplify complex market data, helping advisors and clients navigate ever-changing conditions with confidence. His expertise in macroeconomics and evidence-based decision-making enables him to cut through the noise of the markets and deliver actionable, timely insights. An award-winning podcaster, Philip hosts The IG Living Market Podcast, delivering weekly five-minute episodes that break down key investment news and trends in a relatable way. His dedication to transparency and collaboration ensures that clients remain informed, empowered, and positioned to achieve their financial goals in any market environment.

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Ashish Utarid

Ashish Utarid

Assistant Vice-President, Investment Strategy

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Ashish Utarid

CIM, QAFP, PFP, FCSI
Assistant Vice-President, Investment Strategy

Ashish Utarid brings over 20 years of financial services expertise to his role as Assistant Vice-President, Investment Strategy at IG Wealth Management. Known for his clear and relatable communication style, Ashish simplifies complex financial concepts to help advisors and clients confidently navigate ever-changing markets. With a passion for behavioral economics, Ashish combines a holistic view of market trends with data-driven insights to provide timely and actionable guidance.

His ability to connect market analysis with practical financial planning ensures clients stay focused on achieving their goals. As co-host of the IG Living Market Podcast, Ashish breaks down investment news and trends in an engaging and accessible way. Dedicated to clarity, collaboration and client success, he plays a key role in helping clients build confidence in their financial futures.

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Shahrshad Rajabzadeh

Shahrshad Rajabzadeh

Vice-President, National Sales

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Shahrshad Rajabzadeh

Vice-President, National Sales

Shahrshad is responsible for portfolio analysis, construction, and recommendations for high-net-worth investment strategies at IG. He leads the Product Management, Portfolio Strategists, and Wholesale Distribution teams.

His teams provide Advisors with relevant and timely capital market and investment commentary, product updates and information, as well as industry and competitive analysis, all designed to provide clients with a superior wealth management experience.

Shahrshad has developed his vast knowledge of investment trends and products through more than 20 years of financial services experience. He began his career in financial services as a successful insurance and investment advisor, creating a deep recognition that each client has unique needs that require unique solutions.

Shahrshad holds a degree in computer science from the University of Prince Edward Island and a diploma in computer engineering from Seneca College.

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Shauna Clarke

Shauna Clarke

Vice-President, Mortgage & Banking Solutions

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Shauna Clarke

CFP®
Vice-President, Mortgage & Banking Solutions

Shauna leads the Mortgage & Banking team at IG Wealth Management. She is responsible for the mortgage and financing solutions that support the borrowing needs of our clients. Her role is to ensure that the evolution of IG's mortgage and banking business lines deliver innovative, advice-driven financing and banking solutions that enable superior wealth planning for clients. Her team of Financing Specialists supports IG Advisors in delivering mortgage and financing solutions that are are fully integrated into each client's holistic IG Living Plan and aligned with achieving their financial goals.

With over 25 years of experience in financial services & wealth management, Shauna is a CERTIFIED FINANCIAL PLANNER® professional and experienced leader who has served teams supporting clients and advisors in the financial planning, full-service brokerage and private banking spaces. Shauna is passionate about financial planning, client experience and coaching, and is recognized for leading high-performance teams who deliver exceptional advice and experience.

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Mike Albert

Mike Albert

Vice-President, Insurance Services

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Mike Albert

BA, CHS, CPCA, EPC
Vice-President, Insurance Services

Mike Albert is the Vice-President, Insurance Solutions at IG Wealth Management. As the leader of the Insurance Solutions team, Mike is at the forefront of developing and executing innovative sales strategies to achieve IG's insurance sales targets. He works closely with Regional and Senior Vice-Presidents across all Advisor channels and vendor partners to expand and manage the insurance pipeline, delivering customized private wealth solutions for high-net-worth clients.

With a distinguished career spanning over 26 years in the insurance industry, primarily at Canada Life, Mike has excelled in various senior roles from field sales to head office leadership. His track record includes spearheading projects that significantly boosted insurance sales and enhanced advisor and client satisfaction. Mike's expertise in launching new products, planning distribution structures, and supporting advisors with high-net-worth client planning underscores his commitment to excellence. His collaborative leadership style is centered on fostering innovation and driving market growth.

Mike is a licensed life and accident sickness insurance professional and an active member of Advocis and Estate Planning Council of Canada. Committed to lifelong learning, he has completed numerous Advocis courses, including Financial Planning Fundamentals and Wealth Management and Estate Planning. He holds the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH) certificates, as well as the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), and Elder Planning Counselor (EPC) designations. Currently, he is pursuing his Chartered Life Underwriter (CLU) designation.

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David Turnbull

David Turnbull

Head of Private Company Advisory

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David Turnbull

MBA, CFA
Head of Private Company Advisory

David Turnbull leads IG Private Company Advisory, drawing on more than 25 years of investment banking and capital markets experience to help our corporate and entrepreneurial clients secure financing, drive growth and maximize the value of their businesses. David's primary focus is on building and capturing value for companies with annual revenues in the range of $20 million to $1 billion. He and his team partner with business owners and executives in a diverse range of industries, providing tailored financing solutions, strategic advisory, and mergers and acquisitions strategies to create wealth.”

David sees the world through an entrepreneur's lens. He has a keen understanding of the Canadian business landscape and, as an MBA from Ivey Business School and a Chartered Financial Analyst, is adept at creating value within that landscape. He sees a commonality of purpose across all of IG's services. IG is known for using a holistic planning process and applying specialized expertise to help clients uncover opportunities, cut through complexity and create wealth over the long term. Through IG Private Company Advisory, they extend that ethos and approach to serving business owners in ways other providers typically don't: offering tailored analysis and advice to maximize wealth

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Specialized support

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family. We also work directly with other IG Advisors who offer personalized advice and a fully optimized Living Plan.

Jeff Gopal

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Decades of experience, unmatched expertise

With decades of combined experience, our team of CERTIFIED FINANCIAL PLANNER® professionals provides proactive, high-touch financial planning that aligns every aspect of your wealth—tax strategies, investments, business transitions, and estate planning—into a seamless, integrated strategy. Whether you’re scaling a business, preparing for retirement, or structuring generational wealth, we provide the expertise and foresight needed to ensure every financial move is calculated and strategic.

A people-first approach to private wealth management

Couple having conversation with the advisor

We are passionate about connecting with people and take the time to understand their financial realities and their relationship with money. It is through this process that we establish a level of trust with our clients that empowers financial confidence and allows us to advocate for their affairs.

Our team works predominantly with affluent families, including primary client relationships with business owners, executives, retirees, and high-income professionals. At the ultra high-net-worth level, we specialize in advanced strategies, including the involvement of high-end insurance and tax minimization programs, discretionary investment portfolios, and sophisticated use of corporations and trusts.

Whether you are recently retired or have a growing business, we take a comprehensive approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day. 

How we make meaning of money to take the stress away

Whether it’s freedom to travel, security for your family, or the ability to give back, wealth is most powerful when it’s tied to purpose. At Kalinka Group, we connect your financial plan to what brings you joy, pride, and peace of mind. With that focus, decisions become easier, and financial stress fades into the background. Because when you know your money is working to support what matters most, you can finally breathe easier.

Woman walking on the grass field

Why clients choose Kalinka Group

  • Clear strategy in a complex financial world

    We simplify financial complexity, ensuring that you make informed decisions with confidence. Every financial strategy is customized, cutting through confusion and delivering clarity and control.

  • Tax-efficient wealth management

    Our tax-efficient strategies ensure investment structures, business earnings, and retirement income are optimized for long-term efficiency.

  • Strategic wealth transfer & estate planning

    Legacy planning requires more than a will. We implement structured trusts, tax-efficient gifting strategies, and intergenerational wealth plans that secure your financial legacy and protect your family’s future.

  • Proactive risk management

    Our financial planners ensure risks are mitigated before they become problems, offering solutions for market fluctuations, business continuity, and estate preservation.

Beyond financial advice—a commitment to your success

Your financial plan should be as dynamic as your ambitions. At Kalinka Group, we empower you with personalized strategies that grow, protect, and seamlessly transfer wealth while ensuring financial security at every stage of life. 

As trusted financial planners, we go beyond conventional advice—we provide a high-level family CFO experience, managing every component of your financial world so you can focus on what truly matters. 

Your financial future starts here. Book a meeting with Kalinka Group today and let’s build a wealth strategy designed for long-term success.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at kalinkagroup@igpwm.ca.

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.

BC Cancer
Lochside
Alzheimers
Victoria Women's Transition House

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

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