Sandy Gullion

Executive Assistant
Sandy.Gullion@igpwm.ca

Sandy started working at IG Wealth Management in 2006 and became Peter’s Assistant in 2017. She is one of the primary points of contact for clients. Sandy takes care of clients’ administrative needs and ensures all client matters are handled in a timely manner.

Sandra Vanderlee

Wealth Management Assistant
sandra.vanderlee@igpwm.ca

Sandra joined the team in 2008, becoming an Associate Consultant in 2017. Sandra manages the practice and is the primary point of contact for clients. She is committed to providing the highest quality of service through prompt and courteous attention to detail.

Jessica VanGeest

Wealth Management Assistant
jessica.vangeest@igpwm.ca

Jessica has been a valued member of IG Wealth Management since 2006, providing essential operational and administrative support to the team. Working part time, Jessica plays a key role in ensuring the smooth day-to-day functioning of the practice through her strong organizational skills, attention to detail, and commitment to efficient systems and processes.

In 2021, Jessica completed the Canadian Investment Funds Course (CIFC) and became licensed to support mutual fund operations, further enhancing her ability to support clients and advisors.

Meaghan Vanderlee

Administrative Assistant
Meaghan.Vanderlee@igpwm.ca
Meaghan joined Huebert & Associates Private Wealth Management as the Administrative Assistant to Jonathan Brouwer. She is dedicated to providing outstanding service and support to clients while helping ensure the smooth operation of the practice. Meaghan assists with client communications, meeting coordination, account administration, and documentation, helping to create an efficient and positive client experience.

James Noble

Assistant
James.Noble@igpwm.ca

James joined the Huebert & Associates team as a Financial Planning Assistant, supporting the practice through client service and engagement. As he works toward earning his CERTIFIED FINANCIAL PLANNER® certification, James looks forward to continuing his professional development and transitioning into a Wealth Advisor role.

James is entering his final year at Brock University, where he is completing a Bachelor of Business Administration with a concentration in Finance. His education, combined with his experience at Huebert & Associates, continues to strengthen his knowledge of financial planning and his ability to build meaningful client relationships and assist in the planning process.

Outside of his professional pursuits, James enjoys music production, fitness, and travelling. He is also actively involved in the local community as a member of the operations team for the Niagara Grape & Wine Festival.

James is excited to continue growing within Huebert & Associates and contributing to the team’s commitment to helping clients and their families achieve their financial goals.