At Neil Scott-Moncrieff & Kevin Carrigan Private Wealth Management, our financial planning team specializes in guiding business owners and high-net-worth individuals towards lasting financial success. With a focus on intergenerational planning, we help you secure your legacy for generations to come. Our clients experience personalized strategies, expert insights, and a road map to achieve their financial goals.

Meet our team

Access to experts

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

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.

Jeff Gopal

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