Collin Prince CFP®, RRC

Executive Financial Consultant

Collin was keenly aware of his calling to help people become wealthy as a young child. His career began at a major Canadian chartered bank before he joined IG Wealth Management in 1997. Collin’s knowledge and experience in financial planning enable him to consistently work with clients to create wealth, achieve financial independence and transfer wealth to the next generation, all using tax-efficient strategies.

With 25+ years of experience in the financial services industry, Collin developed a simple approach to communicating financial complexities in plain language, whether to clients or during volunteer educational sessions with youth and college students. He has received honours and accolades from IG throughout his career. Collin values mentoring colleagues and spent a portion of his career at IG as a Division Manager, training and supporting new consultants in providing excellent client service. He has served and chaired local community boards and supports various charities.

When he is not spending time with clients helping them grow their wealth, Collin enjoys travelling and trying out new restaurants and cafes with his wife and two children. His other interests include cars, grilling, camping and fitness, but none compares to his passion for financial graphs and charts.

 

 Life is 10% what happens to you and 90% how you react to it. 

Charles R. Swindoll


 

Sherry Prince

Associate Consultant

Sherry believes that financial stability creates stronger individuals and families to build a better society. Her passion is to help our clients realize their dreams by achieving their financial goals. Sherry has received extensive training in financial planning from IG Wealth Management. She continually improves her knowledge to better serve clients through ongoing courses and is currently working toward her CERTIFIED FINANCIAL PLANNER® designation.

Sherry has many years of experience working in the federal government in many departments in progressively responsible roles. Her main experience was in leading stakeholder relations in multi-stakeholder environments to assist industrial, municipal and charitable client groups in obtaining federal grants and contributions. Her work in government has honed her human relations skills, ability to establish and maintain effective relationships and given her a keen understanding on how to assist clients on achieving their goals.

When not spending time with Collin and their children, Sherry spends time volunteering in her community and has served on various local boards and committees with a focus on organizations that support and empower women.

 

 You owe your dreams your courage. 

Koleka Putama


 

Adam Berg CPA

Consultant

Adam Berg joined the Prince & Associates Private Wealth Management team at IG in June 2023. He brings with him a wealth of knowledge utilizing his 8 years of experience working with a Big 4 accounting firm where he earned his Chartered Professional Accountant designation.

During his tenure, Adam managed financial statement audits for clients, as well as recruiting and providing guidance to Junior accountants. Adam attended Grant MacEwan where he earned his Bachelor of Commerce, after completing a Red Seal Journeyman certificate in Culinary Arts.

He is excited to apply his background and expertise in the Private Wealth Planning Experience here at IG. Outside of work, Adam enjoys spending his free time staying active and playing sports such as golf, ball hockey and bouldering. He also enjoys spending time outside with his dog, Loki and being in the mountains.

Amy Liu CFP®

Associate Consultant

Amy has a strong background in financial planning. She earned her Bachelor of Commerce degree from the University of Alberta as an international student. She also pursued a Master of Commerce degree from the University of New South Wales.

Always seeking a new challenge, Amy joined IG Wealth Management as a financial advisor in 2019 after several years working for one of the major chartered banks in Canada. She also earned the CERTIFIED FINANCIAL PLANNER designation. She devotes her time and energy to assisting clients in gaining an understanding of their goals and objectives, as well as how they might be achieved so that they can focus on their families, work and other interests.

Amy's favourite things to do while she is not at her job include yoga for stretching, viewing a wide variety of history documentaries, preparing delicious meals, and visiting new coffee shops in the neighborhood.