Team

Ed Bootle, CFP®

Ed Bootle, CFP®

Principal

CD, FMA, CFP

Ed Bootle began his career in the financial services industry in 1997. His career...

Tristyn Theroux

Tristyn Theroux

Executive Assistant

Tristyn has been in the financial industry for 10 years. Her experience includes working in the...

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan. 

Ashish Utarid

Ashish Utarid
FCSI®, PFP®

Wealth Planning Specialist

Provides portfolio reviews, individual securities analysis and recommendations for...