Brandon Anholt CFP®, CLU, B.Comm
Brandon is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Chartered Life Underwriter designation. Over the last 15+ years Brandon has been able to build a thriving practice by advising incorporated professionals, business owners and engaged clients with investments of $500,000+.
His approach allows him to provide clients the guidance they need to grow and preserve their wealth, while creating strategies that provide tax advantaged income for retirement and business. His focus is primarily on farm and corporate succession planning, corporate tax planning and estate planning.
Danielle Sharpe PFP®
Danielle brings 15+ years of banking experience and an education focus to the team. She also has an extensive mortgage and debt planning background. Danielle has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.
Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.
Scott Schroeder CFP®, CLU, RRC
Scott joined IG Wealth Management in 2017 after being a successful small business owner. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Life Underwriter designation, as well as the internationally recognized Registered Retirement Consultant designation.
With his personal background in business, Scott places an emphasis on building relationships with incorporated professionals, executives, and small business owners, as well as personal and business protection planning. He prioritizes working with a client’s entire team of professionals to ensure any concerns are addressed quickly and the financial plan is consolidated and streamlined.
Tara Kay
Tara has worked in the financial industry for over 16 years, over 10 of which have been with Brandon Anholt and his team. Tara prides herself on quick and attentive customer service while keeping what is best for clients top of mind. She assists the team with administrative tasks such as account openings, deposits and withdrawals, and updating client files.
Tara was born and raised in Saskatoon, but has always been drawn to the mountains and frequents Canmore as often as she can. When not at her computer, Tara can be found outside running and training for races with her husband, or following her two boys around a golf course or hockey rink.