Vanno Ort RRC
Vanno Ort is a highly skilled financial advisor specializing in guiding retirees, incorporated professionals, and business owners through the complexities of wealth management. With a deep understanding of the financial landscape, Vanno delivers tailored investment and legacy planning solutions designed to align with each client’s unique goals and values.
His practice is rooted in helping clients pursue the most successful path to the accumulation, preservation, and intergenerational transfer of wealth. Whether navigating retirement readiness, succession planning, or tax-efficient strategies, Vanno empowers individuals to make confident decisions that support long-term financial well-being.
Known for his thoughtful approach and commitment to clarity, Vanno helps clients address critical questions—from retirement income and estate structures to the benefits of holding companies and family trusts. His mission is simple yet powerful: to offer peace of mind and help clients become successful, affluent individuals with a lasting legacy.
Getting to know Vanno:
- Hidden ambition: Being the 16th Player off the bench for the Toronto Raptors
- Favourite book: Three Ring Circus by Jeff Pearlman
- 2021 Pandemic Purchase: Pizza Oven
- Favourite food: Mom’s Noodle Soup
- Best piece of advice for financial security: "Financial success is not a hard science. It’s a soft skill, where how you behave is more important than what you know." – Morgan Housel
- Favourite pastime: Cooking for family, particularly my two children Van Halen and Arhy, and my wife Trish.
Paul Jarvie CFP®
Paul Jarvie is a CERTIFIED FINANCIAL PLANNER® professional and Senior Financial Consultant with IG Wealth Management, serving clients in Newmarket and the surrounding region. With over 16 years of experience in financial services, Paul specializes in comprehensive wealth and retirement income planning for high-net-worth individuals, retirees, and business owners. His approach integrates investment management, retirement income strategies, tax-efficient planning, and estate preservation. Paul is known for his ability to simplify complex financial concepts and deliver personalized solutions that align with each client’s life goals.
As part of the Vanno Ort & Paul Jarvie team, Paul emphasizes mentorship, transparency, and long-term relationships. The team is recognized for its deep industry experience and commitment to helping clients achieve financial confidence through every stage of life. Paul holds the CFP designation and is actively involved in community initiatives, reflecting his belief that financial well-being is closely tied to personal and community growth.
On a personal note, Paul and his wife Loretta enjoy spending time with their two young grandchildren Harlow and Archie, and have been informed that another grandchild is coming in Feb 2026.
Getting to know Paul
- Hidden ambition: Professional football player
- Favourite authors: John Grisham, James Patterson, Greg Isles
- Favourite quote: Don’t worry about your last shot, focus on the next one!
- Favourite food: Lasagne
- Best piece of advice for financial security:
- Pay yourself first and start right away! It doesn’t matter how small; money grows the earlier it’s invested.
- Ask yourself when you’re thinking of buying something: is it a nice to have or a need to have?
- Favourite pastime: Playing basketball and football
Ashley Onekeo RRC
With over six years of experience in the financial services industry, Ashley Onekeo brings a client-focused approach to her role as Associate Consultant at IG Wealth Management. Ashley holds the Registered Retirement Consultant (RRC) designation, reflecting her commitment to helping individuals and families navigate complex financial decisions with clarity and confidence.
Ashley’s career journey includes roles in client service, marketing, and consulting, giving her a well-rounded perspective on both strategic planning and day-to-day financial management. She is known for her ability to build lasting relationships, communicate financial concepts in an approachable way, and tailor solutions to meet each client’s unique goals.
Ashley is passionate about empowering clients to take control of their financial futures—whether they’re planning for retirement, managing investments, or building wealth for the next generation.
Getting to know Ashley
- Hidden ambition: To write a cookbook that pairs comforting recipes with financial wisdom—because both nourish the soul.
- Favourite quote: "Do not wait for the perfect moment. Take the moment and make it perfect."
- Favourite food: Pasta
- Best piece of advice for financial security: Better to start your finances early than later. The earlier you begin investing, the more time your money has to grow through compounding and consistency.
- Favourite pastime: Exploring Toronto’s hidden food gems.
Crystal Cole
Crystal brings a dynamic combination of customer-focused leadership and operational expertise to her role at IG Wealth Management. Prior to entering the financial services industry, Crystal built a strong foundation in client relations and team management as a Customer Service Manager at a retail technology store, where she developed the communication skills, problem-solving abilities, and people-first mindset that continue to define her professional approach today. Since joining IG Wealth Management in 2015, Crystal has demonstrated a consistent pattern of growth and excellence—advancing from Assistant (2015–2020), to Operational Associate (2020–2025), to her current role as Wealth Management Assistant (May 2025–present)—a progression that speaks to her commitment to continuous development and her value within the organization. Outside of her professional life, Crystal proudly serves as a Captain with the Canadian Armed Forces, dedicating her time to the Orillia Air Cadets youth organization, where she mentors young Canadians and instills the values of leadership, discipline, and community service.
Getting to know Crystal
- Favorite book: anything by John Grisham, but if I must pick one: "The Street Lawyer"
- Favorite quote: “Non ducor, duco” (Latin for “I am not let, I lead”)
- Favortie dood: My mom’s sweet & sour chicken
- Favorite pastime: Hanging with my Papa in his shop
Susan Gillan
With over three decades of professional experience spanning two distinct industries, Susan brings a unique blend of technical expertise and organizational excellence to every role. During a 22 year career in the secure card industry, Susan honed deep operational knowledge as a Manager overseeing Print and Prepress departments, developing a keen eye for precision, quality control, and process management in a highly specialized and detail-driven field. Building on that foundation, Susan transitioned into financial services and has spent the past 11 years with IG Wealth Management as an Executive Assistant, where that same commitment to accuracy, discretion, and professionalism has been applied to supporting high-level advisors and delivering exceptional client experiences.
Getting to know Susan
- Hidden ambition: Retire and live on a cruise ship
- Favorite book: The Alchemist
- Favorite quote: Today you are You, that is truer than true. There is no one alive who is Youer than You. - Dr.Suess
- Favorite dood: Homemade burgers
- Favorite pastime: Spending time with the grandkids