Daniel Wan B.Comm, CFP®
Daniel joined IG Wealth Management in 2006 after completing his Bachelor of Commerce degree (major in Finance and a minor in Political Science) at the University of Calgary (Haskayne School of Business). He has since earned his CERTIFIED FINANCIAL PLANNER® designation.
Daniel has over 17 years of experience as an Executive Financial Consultant and 7 years as a Division Manager. He has been very active with several charities, including Junior Achievement, the Calgary Drop-in Center, and the non-profit organization Impact Nations. In working with Impact Nations, Daniel has had the opportunity to travel and assist in building housing, schools and medical centers in both Haiti and Nicaragua.
Lorraine Reed EPC
Lorraine has had an extensive career, spanning over 34 years in corporate treasury with one of Canada’s largest marketer and grain handlers, where she specialized in currency trading, risk, and cash management.
Lorraine’s passion for all things finance and her ability to naturally build relationships led her to IG Wealth Management in 2014. She joined Wan & Associates in 2017 and focuses on client relations, risk management, and intergenerational wealth transfer for our clients.
Lorraine remains very active in the community and has served on numerous boards and organizations. Outside of work, she enjoys spending time with family and friends. Lorraine is an avid outdoor enthusiast, enjoys nature, cycling, hiking, and sports, and has a passion for health and wellness.
Ted Williams B.Comm, CPA
Ted earned his Bachelor of Commerce degree from the University of Alberta, and has been a Chartered Accountant and CPA since 1983.
Ted has had over 30 years of extensive experience in senior financial positions with PricewaterhouseCoopers (PwC), Morrison Petroleums, emerging technology companies and the Toronto Stock Exchange – Venture.
Joining IG Wealth Management in 2011 and partnering with Daniel Wan in Wan & Associates in 2020, Ted brings a wealth of knowledge and unique perspective in tax planning and estate planning.
Ted is very active in the community and has previously held positions with Big Sisters and Big Brothers of Calgary, the Canadian Progress Club, Trails West Hockey, Rangers Soccer and Pinebrook Golf Club.