Your credit union changed… shouldn't you?

When a financial institution you've trusted for years gets absorbed into a larger organization, it's natural to wonder what that means for your money, your plan, and the relationship you built. 

We’re a Private Wealth advisory team located right here in North Vancouver, and we understand exactly what that transition feels like—because we’ve seen it from the inside.

Why consider partnering with us?


 

Industry leading financial planning
We take all your financial needs into consideration, which helps save money on taxes, reduce management fees, enhance your estate planning and provide you with peace of mind

A second opinion has no cost or obligation
Whether you’re with a credit union, a bank or other financial institution, be honest with yourself: if your current financial plan is as strong as it should be, wouldn’t now be a good time for a second opinion?

Get a free book
Book a complimentary second-opinion meeting and receive one of four acclaimed financial books as our thank you.

 

Our team

With 40 years of financial planning experience behind us, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial plan is synchronized with the others. We will achieve this through accountability, a collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

 

Mark Mitchell

Experienced investment professional with over 40 years of providing sound financial and investment strategies and solutions to a wide range of clientele, including those with high net worth and complex financial situations.

 

Daniel Ruescher

Leverages a multicultural background, global experience, and degrees in business to bring an innovative, confident, and customer-focused perspective to modern challenges.

 

Mark Mitchell

Experienced investment professional with over 40 years of providing sound financial and investment strategies and solutions to a wide range of clientele, including those with high net worth and complex financial situations.

 

Daniel Ruescher

Leverages a multicultural background, global experience, and degrees in business to bring an innovative, confident, and customer-focused perspective to modern challenges.

 

Mark Mitchell

Experienced investment professional with over 40 years of providing sound financial and investment strategies and solutions to a wide range of clientele, including those with high net worth and complex financial situations.

 

Daniel Ruescher

Leverages a multicultural background, global experience, and degrees in business to bring an innovative, confident, and customer-focused perspective to modern challenges.

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Rated 5 stars on Google (as of 2026)

"We met Mark at his previous financial institution almost 20 years ago and immediately felt a connection that has never wavered. When he informed us that he was moving to IG we did too because our personal relationship with our trusted financial advisor is much more important than the sign on the front of the building. And when we met Daniel we immediately understood Mark's enthusiasm for him which we now share. We have two financial advisors and friends who we trust implicitly to always put our prosperity and well-being first. You could too."

— Dana S.