Mike Paugh CFP®
Mike Paugh is a CERTIFIED FINANCIAL PLANNER® professional with over 30 years of experience at IG Wealth Management. At IG, we know that today, good financial advice is more important than ever. We believe that with a holistic Living Plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. Mike believes that building long-term relationships with clients is the best way to help you and your family explore the financial options that are best for you at each stage of your life.
Mike has called Cranbrook his home for over 30 years. Being an active member of this community, his work with the Kin Club of Cranbrook has helped raise thousands of dollars for local causes. Mike dedicates his time at work to clients, ensuring that each family under his care is provided with specialized advice that is unique to their situation. His experience in financial planning and how to apply it to clients is unmatched in the Kootenays. In his spare time, he can be found under the hood of his 57 Oldsmobile or tending to his collection of screen-used movie and TV costumes.
Derek Carlson CFP®
Derek Carlson is a CERTIFIED FINANCIAL PLANNER® professional with over 8 years of experience at IG Wealth Management. Originally from Vancouver, he relocated to Cranbrook in his early 20s to pursue Business Administration studies with a focus on accounting at the College of the Rockies.
Derek's unwavering commitment lies in helping clients achieve their financial aspirations and construct wealth through personalized advice and tailored solutions. When he's not immersed in financial matters, you can find Derek golfing, hiking, camping, and tending to his vegetable garden.
Annalise Moyen
Annalise is an accomplished Executive Assistant who is now stepping into the role of Operational Associate. With a keen eye for efficiency and a passion for client experience, she is dedicated to simplifying processes and enhancing the front-end journey for our valued clients. Annalise thrives on collaboration and is excited to leverage her skills in this new capacity.
Originally from Vancouver, Annalise moved to the Kootenays to capitalize on the unmatched work-life balance the region has to offer. When she's not in the office, she spends her time outside, enjoying the breathtaking scenery.