Our Team

Bradley began his career in the financial industry at one of the Big Five banks, building the foundation of his financial planning knowledge and abilities. Over time, he sought to provide clients with a more individualized planning relationship, broader array of financial solutions, and a greater time commitment. As a result, he made the move to IG Wealth Management in 2011. Bradley specializes in uncovering and recognizing strategies in any financial situation, no matter the life stage. He cares for clients and his team as if they are family, providing them with fundamental and tested advice.

At home, Bradley is an avid gardener, dog lover, and cook.

Lisa is committed to providing financial peace of mind. She is relied upon for the highest-quality planning and investment advice. By working together with clients to identify and accomplish goals at each stage of life, Lisa is able to create tailored strategies that instill confidence. She believes establishing long-term relationships is an invaluable part of our work, and prioritizes an outstanding client experience above all.

Lisa is married and blessed with two beautiful daughters. Whether camping or playing sports, they enjoy spending time outdoors as a family.

Dave Phipps has worked with IG Wealth Management for over 30 years. He brings considerable experience and specialized knowledge to the table, especially when implementing and sustaining group benefits packages. Dave works directly with business owners to meet their group’s unique needs, and therefore fosters a work environment that attracts and retains top talent. His wide network and industry expertise ensure our clients have access to the ultimate products and services.

Outside of work, Dave prioritizes quality time with his lovely wife and two amazing daughters. He is also a passionate skier, and likely to be on the slopes at every opportunity.

Darcy was born and raised in Kelowna, and joined the financial services industry at IG Wealth Management in 1994. She is an invaluable part of our team, and has a reputation for providing the utmost in her role. Our clients trust and rely on her extensive knowledge when overseeing their complex day-to-day administrative needs. Darcy is as meticulous as she is friendly, and constantly endeavours to facilitate a flawless client experience.

On days off, you can find her enjoying all that Kelowna has to offer with family and friends.