Newmarket financial advisors focused on your whole life
Clear financial planning for today, tomorrow and every important decision along the way.
Based in Newmarket, our team helps clients understand where they stand, where they're going and what steps can move them forward. We coordinate investments with tax, retirement, estate, insurance and cash flow planning to provide greater clarity and confidence.
Planning that starts with you
Before we make any recommendations, we take the time to listen.
We want to understand your work, your family, what’s important to you and what may be weighing on your mind. We look beyond the numbers to understand your life as a whole—and how we can best support you.
Whether you’re growing a business, caring for your family or preparing for retirement, your plan begins with you and the life you want to build.
You don’t have to figure it all out on your own
Financial decisions can feel complicated, especially when you’re not sure what to ask or where to begin.
Our team creates a welcoming place where you can speak openly, ask questions and feel understood. We take the time to listen, explain your options in plain language and make sure nothing feels more complicated than it needs to be.
You’ll leave each conversation with a clearer understanding of what comes next—and the reassurance that you have a thoughtful, experienced team beside you.
Ongoing attention as life changes
Financial planning isn't a one-time conversation. We remain actively involved through:
- Meetings as needed throughout the year
- Reviews of your financial plan as life changes
- Educational webinars on relevant financial topics
- Timely updates and insights
- Responsive support whenever questions arise
As your career, business, family or priorities change, we help keep your plan aligned and moving forward.
What we do
Our coordinated financial planning services bring the different parts of your financial life together, including:
Retirement planning
Retirement planning helps you understand when you can retire, how much you can spend and where your income will come from.
We coordinate pensions, government benefits, investments and corporate assets to create a practical income strategy. Regular reviews help keep that strategy aligned as markets and personal needs change.
Advice for professionals, families and retirees
We work with clients whose financial lives require careful coordination, including:
As profiled in My Business Magazine
What our clients say
We have been working with Mary Hope for more than 20 years and are extremely satisfied with the growth of our investments. Mary’s strength lies in her immense knowledge and ability to communicate. Mary and her team are always available to answer and easily resolve any issues that may arise on your financial journey. Over the years we have developed a trustworthy relationship with Mary and her team and have highly recommended family and friends who report back that they are also very satisfied with the service they receive.
- Jenny H.
Mary Birkett was recommended to us by one of her colleagues who was leaving IG and the province to pursue other interests. We have been working with Mary for over 6 years and during that time we found that she has a natural ability to communicate in a clear, down to earth and easy to understand style. We felt immediate confidence in sharing our financial goal/situation with her. She has advised us comfortably into different financial investments. She meets with us on a regular basis to discuss the performance of our portfolio. Apart from that, she is always available to us when an emergency occurs and funds are needed. One phone call to Mary and our funds become quickly available. We make no hesitation in recommending Mary and her team to anyone who seeks the advice of a knowledgeable financial advisor.
- Amo and Loretta H.
Barbara Dawson has been like the Rock of Gibraltar for me over many years, especially during some very trying times. Most recently she was instrumental in steering me through a financial minefield when I found myself forced into the unenviable situation of trying to conclude a difficult divorce and complete a complicated retirement process at the same time. It was her calming approach, financial knowledge and confidence that got me through it. Also, thanks to her guidance and expertise over the past decade or so, I feel confident that I am in good financial shape for my retirement years.
- Mark H.
My husband and I have worked with Mary Hope, our financial advisor at IG Wealth Management, for 15+ years. We have been extremely satisfied with the service she has provided us. Mary is very personable and we love our conversations with her and the financial advice she has given us over the years. She has never steered us wrong or disappointed us with her advice in any way. We will continue to work with Mary for many more years.
- Janice A. and Dale S.
Mary Birkett has been a wonderful and reliable financial advisor for over 20 years. She has never been more than a phone call or a text away. Mary has helped me plan for the long-term with major investments such as RRSPs, buying a home, and retiring, as well as being very versatile with help in the short-term, such as helping me finance a grand piano with little notice! I feel I am in safe and capable hands with Mary.
- Dr. Mary C.
I have had the pleasure of having Barbara Dawson as my financial advisor for over 15 years. She has helped me navigate through complex personal financial issues, always keeping my best interests at heart. I appreciate her knowledge, attention to detail, the frequency of review meetings and the comprehensive follow-up notes she provides to summarize decisions and next steps. She collaborates with other professionals and makes referrals as needed. Her guidance has been instrumental in helping me feel financially secure as I approach retirement. Barb has gone above and beyond, always giving 100% to help ensure best outcomes for me as a client.
- Norma P.
Greater clarity and peace of mind
A strong plan can replace late-night financial worries with a clearer sense of direction. You know where you stand, what comes next and who's watching the details.
Your success is our success. Book a meeting with our Newmarket financial planners to begin building a plan for the future you want.
Here are eight Q&As focused on the specific people this team serves: healthcare professionals, incorporated professionals, business owners, first responders, pre-retirees and retirees.