Your advanced financial planning team

Shoemaker Plaxton Group Private Wealth Management is supported by a team of industry-leading lawyers and accountants. Collectively, they are dedicated to assisting clients on a case-by-case basis. Their areas of specialization include estate planning, pension transfer feasibility, reviewing shareholder agreements, corporate reorganization, trusts, holding companies, advanced tax minimization, cross border tax planning, and any comprehensive financial task that helps build and preserve intergenerational family wealth.

With the understanding that affluent Canadians have unique needs and concerns that come with managing wealth, Shoemaker Plaxton Group provides a deeper level of support for those with the most complex needs. Our services are best suited for business owners, executives, and U.S. citizens living in Canada with $1,000,000 or more in investable assets.

Via email, phone, or an in-person meeting, the team provides clients with the industry’s best advice and execution. In cases where your own accountant or lawyer may also be included in the planning process in order to ensure a coordinated approach to managing your wealth, the Shoemaker Plaxton Group will work with you and your trusted professional team to provide you with a holistic wealth management solution.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address the most complex situations. The team comprises over 20 national CPAs, lawyers, and other tax, estate, and investment-focused specialists.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

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.

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

Awards and recognition

Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:

  • President's Academy (2017–22): Top 50 IG consultants based on new business

  • President's Council (2016): Top 56 to 140 IG consultants based on new business

  • Investment Executive ‘Young Gun’ (2017): Awarded annually to up-and-comers in the industry based on new business.

  • University of Toronto National Book Award: Given to a student who demonstrates superior academic performance, original and creative thought, and exceptional achievement in a broad context.

  • Notable (Toronto) Young Professional

  • Pillar Award (2009–2012): Awarded to top IG consultants in their first four years based on productivity and growth.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at

Featured media coverage

We have been featured in Investment Executive several times: