Mick Lord

Background

About Mick Lord

Personal finance is about leadership—making confident, informed decisions that shape your future. In the absence of a strategy, opportunities can be lost: unnecessary taxes, delayed retirement, missed ventures, or even the loss of a cherished family legacy. That’s where we come in. My team partners with C-suite executives, senior professionals, and high-net-worth families to build and implement sophisticated financial strategies. We help you- Optimize tax efficiency - Preserve and grow capital - Navigate liquidity events - Maximize executive compensation - Plan for succession and legacy Whether your goals include early retirement, launching a new venture, or ensuring the family cottage stays in the family, we help you lead with clarity and confidence. Once your plan is in place, we provide ongoing strategic reviews to ensure alignment with your evolving priorities. You’re the boss, you're the captain—we’re your navigators. I hold the CERTIFIED FINANCIAL PLANNER® designation—recognized globally as the gold standard in financial planning. I’m fully bilingual (English/French) and bring a unique blend of analytical rigor and insight to every client relationship. I am also an experienced and energetic speaker having presented to large groups on many financial subjects. Before wealth management, I held executive roles at the Canadian Nuclear Safety Commission and the Standards Council of Canada. My strong math skills allowed me to shift gears from science to finance when I joined IG Wealth Management in 2014. This transition to finance was driven by a passion for helping leaders make smarter, more impactful financial decisions. Outside of work, I’m a traveler, musician (guitarist in several Ottawa bands), and martial artist (black belt in karate). I also enjoy weights, pickleball and tennis. We’re selective in our partnerships, focusing on those who value proactive, personalized, and disciplined financial leadership. Our strategies are best suited for high- and ultra-high-net-worth families, typically with $350k+ in investable assets.