Mike Paugh CFP®
Division Manager, Senior Wealth Advisor
Mike Paugh is a CERTIFIED FINANCIAL PLANNER® professional, Senior Wealth Advisor, and Division Manager with over 30 years of experience helping individuals, families, and business owners build, preserve, and transfer wealth through comprehensive financial planning and personalized advice.
Mike believes that effective financial planning begins with understanding what matters most to each client. By taking a holistic approach that integrates retirement, tax, estate, risk management, and wealth preservation strategies, he helps clients make informed financial decisions with confidence and clarity.
Throughout his career, Mike has built lasting relationships founded on trust, integrity, and a commitment to putting clients first. His experience and practical advice have helped generations of families across the Kootenays navigate life's financial challenges and opportunities, from retirement planning and wealth accumulation to estate and legacy planning.
In addition to serving clients, Mike is passionate about developing the next generation of financial professionals. As a Division Manager with IG Wealth Management, he recruits, trains, mentors, and supports advisors as they build successful financial planning practices and deliver exceptional client experiences.
Having called Cranbrook home for more than 30 years, Mike is proud to be an active member of the community. His involvement with the Kin Club of Cranbrook has helped raise hundreds of thousands of dollars for local causes and initiatives. Outside of work, he enjoys working on his 1957 Oldsmobile and maintaining his unique collection of screen-used movie and television costumes.
Derek Carlson CFP®
Senior Wealth Advisor
Derek Carlson is a CERTIFIED FINANCIAL PLANNER® professional and Senior Wealth Advisor with over 12 years of experience helping individuals, families, and business owners build, preserve, and transfer wealth with confidence.
Originally from Vancouver, Derek relocated to Cranbrook in his early twenties to study Business Administration with a focus on Accounting at the College of the Rockies. Since then, he has built his career around helping clients navigate complex financial decisions through comprehensive planning and personalized advice.
Derek believes that effective financial planning extends well beyond investments. By integrating retirement, tax, estate, risk management, cash flow, and wealth transfer strategies into a coordinated plan, he helps clients gain clarity, confidence, and control over their financial future. Using advanced planning tools and a disciplined, advice-driven approach, Derek works closely with clients to develop strategies that evolve alongside their lives, families, businesses, and long-term goals.
Known for building lasting relationships founded on trust, transparency, and proactive guidance, Derek is committed to helping clients simplify financial complexity and stay focused on what matters most to them. Whether preparing for retirement, navigating a major life transition, growing family wealth, or creating a lasting legacy, he helps clients turn financial goals into actionable strategies.
Outside the office, Derek enjoys golfing, gardening, camping, and spending time outdoors in the beautiful East Kootenay region.
Amanda Burton
Assistant
Amanda Burton holds a Bachelor of Administration from Athabasca University and has more than 20 years of experience in the financial services industry. Throughout her career, she has supported clients and advisory teams in a variety of roles, developing extensive expertise in client service, administration, and practice operations.
As an Administrative Assistant with IG Wealth Management, Amanda plays an important role in delivering an exceptional client experience. She is committed to providing responsive support, helping clients navigate administrative processes, and ensuring day-to-day operations run smoothly.
Known for her professionalism, attention to detail, and client-focused approach, Amanda takes pride in building strong relationships and assisting clients with care and efficiency.
Outside of work, Amanda enjoys spending time with her family and making the most of life's everyday moments.