Mabee and Associates IG Private Wealth Management, located in Lindsay, recently won the Jeff Carney award for financial planning excellence. The award is only given to three winners across Canada every year. One for IG private wealth management, one for IG wealth management, and one for corporate channel employees. 

Jennifer Mabee, executive financial consultant, said she knew that Regional Vice President David Dickson had nominated Mabee and Associates, but she didn’t imagine receiving the news that they had won. 

“I knew we ticked all the boxes with full financial planning, involvement in the community, and the client testimonials, all the things that are involved with the award, but I never did think that across Canada that we, in Lindsay, would win this award,” Mabee said. 

The award is only given to three winners across Canada every year. 

The award was created in 2023 and named after IG Wealth’s CEO who had been diagnosed with Alzheimer’s disease. On top of the award, winners are given $5,000 to donate to their local Alzheimer’s Society, something that aligns with Mabee’s goal to give back as much as she can to the community she lives in. 

“I just feel like whenever you can make a difference it counts, whether it’s a small, tiny way or whether it’s big, it’s meaningful no matter which way it happens.” 

Dickson said that “Jennifer is a passionate advisor who is 100 per cent dedicated to her clients. Her practice is grounded by ethics and an unwavering focus on always doing what’s right for the client. Jennifer has always been about family first and has successfully integrated her family into her practice. A true family business which continues to thrive after almost 30 years.” 

For Mabee the award gives a sense of validation that over the last 30 years the business has been serving the community in a way that has had an impact. “Canadians deserve the right to financial security and independence, and so we really kind of thrive off of that,” Mabee said. “You just go to work every day, and you love what you do, and you want to help clients achieve all of their financial objectives and dreams. I’m lucky, I love what I do every day.” 

Mabee and the team work with business owners, retirees, and people who are just starting to want financial advice. “I was very young when I started in this business, and I had incredible mentors. Without them, I wouldn’t be where I am. Without my clients, I wouldn’t be where I am. It takes all of (the team) to make something like this happen every day for our clients.”