Serge has over 25 years in the financial industry and has been a Certified Financial Planner since 2010. He is passionate about helping individuals understand and utilize financial planning to enhance their lives. Serge believes there are no dumb questions and takes great pleasure in seeing lives improve through his interactions, even if they don’t become clients. Backed by the strength of IG Wealth, Serge offers solutions to any financial question Canadians have large or small. He specializes primarily in assisting Canadians who dream of living, working, or retiring abroad, as he plans to be one of them.
Brian Cohen is a partner and lawyer in Gowling WLG's global Private Client Services Group. He is also co-leader of the firm's National Private Client Services Group. Based in Toronto, he assists clients in the areas of estate planning, trusts and personal taxation, with a focus on advising high net worth individuals on succession planning alternatives.Â
Dimitrios has over 25 years’ experience in providing companies with expatriate tax compliance and consulting solutions, advising on complex tax issues that arise from the global deployment of employees and high net worth individuals
​He has expertise in Canadian, US and Australian tax and has advised on many technical issues including tax effective remuneration packaging, employee share plans, pensions, and tax equalization issues. He has also advised on and drafted expatriate policies for several multinational organizations.
With over two decades of experience in the financial planning industry, Iveta Koskina has been a dedicated Senior Financial Planner at IG Wealth Management since 2001. Iveta holds several prestigious designations, including Chartered Life Underwriter (CLU), Qualified Associate Financial Planner (QAFP), and Registered Retirement Consultant (RRC).
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Throughout her career, Iveta has been recognized for her exceptional service and expertise. She has received numerous awards, including the IG Wealth Management Excellence Award and the Top Financial Planner Award, highlighting her commitment to excellence and client satisfaction.
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Iveta has worked with a diverse range of clients, helping them implement comprehensive tax and estate planning strategies. Her expertise spans in-depth analysis and personalized financial planning solutions highlighting Investments, Estate, Insurance/protection, Tax Planning, Tax efficient passing of Inheritance to Heirs, whilst Creating and Managing client Retirement Strategies.Â
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