IG Wealth Management is pleased to remind our clients and partners about our upcoming Open House and Networking Event on October 7th — a premier opportunity to connect with our top-tier advisory professionals and explore solutions tailored to business owners and incorporated professionals.
At the networking event, they are proud to spotlight three distinct areas where they add value to their partners:
- Advanced Financial Planning – delivering clarity on cross-border tax, estate, and philanthropic strategies
- Private Wealth Planning Experience – a collaborative approach to multigenerational financial planning
- Private Company Advisory (PCA) – strategic guidance for business owners navigating growth, succession, or sale
We’re especially pleased to announce that David Turnbull, Head of IG Private Company Advisory, will be joining us as a featured speaker. You’ll have direct access to ask your questions in person and gain insights from one of Canada’s most experienced corporate finance professionals.
David Turnbull, MBA, CFA
Senior Vice President, Head of IG Private Company Advisory
David Turnbull leads IG Private Company Advisory, bringing over 27 years of experience in investment banking, capital markets, and corporate finance. He has advised hundreds of mid-market business owners — those with revenues between $20 million and $1 billion — across industries including tech, media, biotech, energy, manufacturing, and professional services.
His expertise includes:
- Business valuation and divestitures
- Succession planning and leadership continuity
- Mergers & acquisitions and strategic growth
- Raising capital through debt, equity, and mezzanine financing
David is a Chartered Financial Analyst, holds an MBA from the Ivey Business School, and teaches M&A and business strategy part-time at Ivey. Known for his collaborative approach and deep financial insight, David helps clients navigate the emotional, financial, and operational complexities of business transitions.
Through IG Private Company Advisory, David leads a national team delivering tailored solutions that preserve legacy, unlock value, and position businesses for long-term success.
Event Details
Date: October 7, 2025
Location: IG Wealth Management, 199 Bay St., Suite 2100, Toronto
Time: Evening Cocktail & Networking
Registration: Click here to register
Don’t miss this opportunity to engage with one of Canada’s top business advisors and learn how IG Wealth Management is helping business owners turn complexity into clarity.
Expertise. Strategy. Continuity.