Deacon Wealth Management Deacon Wealth Management
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Deacon Wealth Management Deacon Wealth Management
  • Home
  • Our Approach
  • Our Services
  • Community
  • The Team
  • Resources
  • Contact Us
  • Tell a friend

The Team

Steven Deacon - Executive Consultant

Steven Deacon, Executive Consultant

Steve was born and raised in Northern Ontario in the small mining town of Cobalt.

Steve joined IG Wealth Management here in North Bay in September of 2008 after spending 15 years as the operator of 4 high volume restaurants in Toronto while always being quite involved in his professional passion of finance and financial planning. Steve has received the region award for Consultant of the Year (Northern/Eastern Ontario) every year since 2008* and has also qualified for the Comprehensive Financial Planning Region award every year since its introduction in 2008**.

In 2015, Steve was awarded the Herbert H. Carnegie Community Service Award*** which recognizes outstanding client service and exceptional long-term community service.

Steve is actively involved in the North Bay Community through volunteering for the Heart and Stroke Foundation, previously sitting on the Board of the AIDS committee for North Bay, major donor to the North Bay Hospital Foundation, major donor to the Englehart Hospital Foundation, corporate sponsor for North Bay Easter Seals Golf Tournament, fundraiser for the Davedi Club, fundraiser for Ronald McDonald Children’s Charities, fundraiser and Board Member of One Kids Place, spokesperson for Adoption Ontario and is a major donor, and supporter, of the North Bay Food Bank.

Steve is married to Mark Deacon and they have two young children, Frederick and William.

Lori Dewey - Associate Consultant

Lori Dewey, Associate Consultant

Lori has worked with Deacon Wealth Management, alongside Steve since 2009. As an Associate Consultant and practice manager, Lori enjoys the privilege of working with clients to achieve their financial goals through long-term relationships and holistic financial planning.

In addition to ensuring client satisfaction, Lori is engaged in all marketing and business development activities and assists in the development of investment plans and written proposals for clients. Lori is a highly strategic, motivated and organized individual, who completes tasks ranging from complex to routine, all of which contribute to the efficient and professional operation of Deacon Wealth Management.

Outside of the office, Lori is very involved in supporting the Heart and Stroke Foundation, Muscular Dystrophy Canada and Ontario youth basketball.

Lori enjoys spending time outdoors with her husband Scott and two beautiful teenage daughters Devanee and Danika.

 

The Specialists

Our team has access to IG Wealth Management financial planning specialists who can be called upon to provide additional insight and strategies for your financial plan.

Todd Shillington

Todd Shillington, Mortgage Planning Specialist

Todd joined I.G. Investment Management, Ltd. in December 2009. He provides mortgage and banking advice to clients in Ontario. He is located at the IG Wealth Management office in North Bay.

Prior to becoming the Mortgage Planning Specialist, Todd was a Consultant with IG Wealth Management for several years.

Todd is a member of the Canadian Association of Accredited Mortgage Professionals (CAAMP).

In the community, Todd is a member of the Royal Canadian Legion Br. 23 and has been part of their executive committee for the last 5 years.

Scott Buck, Wealth Planning Specialist

Scott Buck joined Investors Group Securities Inc. in April 2013 as a Wealth Planning Specialist.  Scott’s overall responsibilities are to provide product knowledge and portfolio advisory services through in-person advice and written commentary on stocks, bonds, and investment portfolio strategies

Before joining Investors Group Securities Inc., Scott has worked in the Personal Financial Services Industry since 1989, working directly with clients with a focus on investment management and financial planning.

Scott holds a Bachelor Degree in Commerce with a major in Finance from the University of Saskatchewan. He has obtained the designations of Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM), and Fellowship of the Canadian Securities Institute (FCSI).

Ty Wehrenberg, Senior Insurance Planning Specialist

Ty started his career in financial services in 1988 and joined IG Wealth Management in 1997.  In 2001, he moved to I.G. Insurance Services and currently is a Senior Insurance Planning Specialist.  Prior to working at Investors Group, Ty worked for a major Canadian financial institution in retail banking.  Ty is a graduate of both York University and Laurier University.

Ty’s focus is to partner with IG Wealth Management Consultants to work with high net worth clients and work on large/complex estate planning cases.   His extensive experience allows him to help clients understand where insurance can be both a risk and wealth planning tool.

The Experts

William (Bill) D. Chornous - Deacon Wealth Management North Bay

William (Bill) D. Chornous,
Senior Vice‐President, Investment Strategy

Bill Chornous brings over 30 years of experience in global capital markets to his role as Senior Vice‐President, Investment Strategy with IG Wealth Management.

Logging more than 100 speaking engagements a year, Bill presents at many corporate conferences and events in addition to external financial organizations, chambers of commerce, private clubs, and universities.

He is often called upon by the media as an authority on financial matters. He has appeared on numerous radio and television programs across the country and has been featured in Canada’s national business newspapers, as well as a host of business and general interest magazines and local newspapers.

In his presentations, Bill brings historical information to life by explaining complex market concepts in simple terms to clearly lay out ‘best practices’ for developing successful investment strategies.

Bill’s talks are backed up by years of experience as both a broker and a fund manager. This has included management of a wide spectrum of equity funds including one of IG Wealth Management’s flagship funds, Investors North American Growth Fund.

Bill has a Diploma in Business Administration, is a Chartered Financial Analyst charterholder, and is located in our Winnipeg office.

Christine Van Cauwenberghe - Deacon Wealth Management North Bay

Christine Van Cauwenberghe B. Comm. (Hons), LL. B., TEP, CFP, RRC,
Vice-President, Tax & Estate Planning

Christine is Vice-President, Tax and Estate Planning, in the Advanced Financial Planning department of IG Wealth Management.  She provides advice to high net worth clients on complex tax and estate planning matters.  Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”).  She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto.  She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal.  Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004).  Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

Jack Courtney - Deacon Wealth Management North Bay

Jack Courtney B.A., LL.B., TEP, CFP®, FELLOW OF FPSC™,
Vice-President, Advanced Financial Planning

A tax lawyer by background, Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high net worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988.  He has practiced law in both the private and public sectors.  Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice.  Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.

Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics.

He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.

*Investors Group (Ontario Northeast) Region Award – Consultant of the Year award is presented to individuals who raise the bar, set new standards, and inspire others through leadership and action.(2008 – 2015) **Investors Group (Ontario Northeast) Region Award – Comprehensive Financial Planning award is presented to individuals who demonstrate their commitment to full financial planning for clients. (2008-2015)
***Herbert H. Carnegie Community Leadership Award – Based on outstanding customer service and exceptional long-term community service. (2015)

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Investors Group Financial Services Inc.
1350 Fisher St.  #301, North Bay, ON P1B 2H1
Phone: 705-472-4731
Toll Free: 877-472-4731
Mobile: 705-471-0467
Fax: 705-497-1566

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