The team you can trust

An acute awareness that clients are free to choose who to advise them on their financial needs is the bedrock of Shoemaker Plaxton Group at IG Private Wealth Management’s success.

Having the opportunity to serve and deliver for clients – many of whom are business owners, professionals, and leaders in their respective fields – is viewed as a privilege at the Bay Street-based team, whose office is located in the heart of Toronto’s financial district.

This mindset is what differentiates Shoemaker Plaxton Group’s advisors from their competitors.

“Every relationship we build is a reflection of our dedication to fostering trust, mutual respect, and long-term success. This commitment inspires our clients to share their positive experiences, further expanding our network through meaningful connections,” says executive financial consultant Adam Plaxton.

Testament to the team’s prowess are:

• recording 48 client referrals in 2024
• being among the best-performing teams at IG Wealth Management since 2016

Plaxton adds, “For us, referrals are not just an outcome but a validation of the deep, lasting relationships we strive to nurture with every client we serve.”

Responding with flexibility and innovation to each client’s circumstances is where Shoemaker Plaxton Group comes into its own.

Its approach is deeply rooted in understanding the distinct challenges faced by business owners and professionals, including balancing personal and business finances, succession planning, and navigating intricate tax strategies.

“We recognize that these clients demand not only expertise but also a partner who can provide strategic insights and proactive solutions to help them achieve their goals,” says Plaxton.

Prioritizing trust and care

The team has 95 years of combined experience in financial services and is complemented by IG’s expert team of estate, insurance, mortgage, business advisory and advanced financial planning professionals.  

In addition, Shoemaker Plaxton Group refuses to be bound by borders. Its diversified portfolios are managed by leading asset managers from around the world and comprised of a wide variety of asset classes.

The Group’s ability to fuse internal expertise and leverage its extensive network means that going above and beyond is the norm rather than the exception.
This is achieved through a three-pronged blueprint:

• tailored strategies
• proactive communication
• commitment to truly understanding each client’s individual goals

“In a competitive landscape where high expectations are the norm, our growth through referrals underscores the trust and confidence our clients place in us. We are dedicated to not only meeting those expectations but exceeding them, ensuring that every relationship we build reflects our commitment to excellence,” says associate consultant Olivia Giammarioli.

Forming lasting relationships is another of Shoemaker Plaxton Group’s priorities. This is driven by the desire to make a meaningful difference over the course of a client’s life.

And this ability to foster connections compounds the team’s motivation to continually elevate their service levels and results.

“Our clients’ trust and our partnership with them are the cornerstones of our work,” says executive consultant Ryan Shoemaker. “These inspire us to approach every interaction with care, diligence, and a relentless pursuit of excellence.”

For more information, visit shoemakerplaxtongroup.com.

_{Investors Group Financial Services Inc.
Written as a general source of information only. Not intended as a solicitation to buy or sell specific investments, or to provide tax, legal or investment advice. Seek advice on your specific circumstances from a member of the Shoemaker Plaxton Group.}