Lisa-Marie Winning

PRINCIPAL & Executive Consultant

With over 25 years of experience in wealth management and financial planning, Lisa-Marie has worked for both bank-owned and full-service brokerage firms before making the choice to join IG Private Wealth Management in 2005.  

She holds many distinguished designations in the investment industry: Financial Management Advisor (FMA), Registered Retirement Consultant (RRC), Fellow of the Canadian Securities Institute which is reserved solely for financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.  Lisa-Marie also holds the Certified International Wealth Manager (CIWM) designation, which recognizes her unique expertise in managing the complex requirements of affluent clients.

Lisa-Marie has also completed three intensive executive education programs at the prestigious Wharton School at The University of Pennsylvania and McDonough School of Business at Georgetown University, that focused on high level financial planning strategy, behavioural finance, the psychology of the investor and estate planning.

Lisa-Marie believes in balancing one’s professional and personal life.  She is married with 3 children and lives in Downtown Burlington.  She is also very active in supporting her local community, is involved in many charitable organizations and has competed in several prominent sports events, including the New York and Chicago Marathons.

suzanne zupan

practice manager

As the team’s operational anchor Suzanne is responsible for oversight in all areas that support our clients.  She is responsible for addressing client inquiries, and timely execution and administration within the Practice.  With over 25 years of experience in the financial services industry, Suzanne prides herself on bringing exceptional organizational and superior customer service skills to our Practice.  

Her foundational knowledge and passion for the client experience makes Suzanne a key asset to the team. She always strives to exceed client’s expectations and is a critical part of the client experience, always approaching every task with precision and positivity. Suzanne completed her Undergraduate degree at Brock University and has completed the Canadian Investment Funds Course (CIFC) and the Life License Qualification Program (LLQP). 

ryan clearihue

senior financial consultant

Ryan is passionate about helping clients simplify and achieve their unique financial goals and potentials. After graduating from university with a degree in Business Administration, Ryan has added the Registered Retirement Consultant (RRC) and Certified Financial Planner (CFP) designations to his professional education credentials.  With over 10 years of experience in financial services, Ryan offers unique financial planning and investment advice for his clients. 

Together with his wife Shelley and two children, Ryan enjoys supporting local charities, with special focus on the McMaster Children’s Hospital.

Suzie Graham

Senior Financial Consultant

For over 25 years, Suzie has been grateful for the opportunity to make a positive impact on her clients’ lives. In addition to the Certified Financial Planner designation, Suzie has her Mutual Funds licence and Life Insurance licence. As a Retirement Income Specialist, she helps her clients to preserve and protect their wealth, in the most tax-efficient way.

Suzie gives back to the community in many ways. She is an annual participant in IG Wealth Management Walk for Alzheimer’s and spends many hours volunteering at her Church. Suzie co-hosts educational workshops with the Canadian Foundation for Economic Education for both seniors and young adults.

Suzie grew up in Niagara Falls, and now resides in Oakville with her two sons.

CHERYL PECARSKI

EXECUTIVE ASSISTANT

Cheryl joined our team in 2021, as an Executive Assistant. She has 8 years of Administrative and Operations experience with IG Wealth Management. Her strong administrative abilities allow her to handle all the behind-the-scenes processing, with the highest level of attention to detail and accuracy.

Cheryl assists in many aspects of our client relationships and prides herself on delivering the highest standard of service. Cheryl enjoys spending time with her family, friends, dogs and new country living. Golfing is her passion; she spent many years as President of a Ladies Golf League.