Our Leadership

Bill Spence B. EDU., CFP

Principal

Bill joined Schiller & Associates Private Wealth Management in 2015, bringing a wealth of experience, drive and dedication to the team. Bill believes in a personalized approach to financial planning, spending the time it takes to clearly understand a client’s aspirations, before employing a comprehensive plan to help make them a reality. Bill has also completed his CERTIFIED FINANCIAL PLANNER designation (CFP).

Bill enjoys spending time with his loving wife and two children. When not with his family, Bill is likely active either physically – summer on the links, winter at the rink – or in the Lloydminster community, supporting causes close to his heart.

Miles Schiller CFP®, RRC

Senior Financial Consultant

An award-winning Financial Consultant, Miles ranks among the Top 25 IG Wealth Management Consultants in Canada and has received the Herbert H. Carnegie Award. Since 1996, Miles has been grateful for the opportunity to make a positive impact on his clients’lives. A strong supporter of community initiatives, he has helped raise millions of dollars in Lloydminster and works with a not-for-profit organization in Mexico that rescues young girls from the street. Born and raised on a small Saskatchewan farm, Miles married his highschool sweetheart, Heather. They have two children.

Ilkin Hasanzade CFA, CFP, CLU, CIPM

Senior Financial Consultant

Ilkin joined Schiller, Spence & Associates in 2017. Ilkin graduated from University of Saskatchewan, B.Comm, Finance Degree with great distinction. He has Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER designation (CFP), Certificate in Investment Performance Measurement (CIPM) and the Certified Life Underwriter (CLU) designation as well. Ilkin worked on advancing IG’s product shelf and bringing world class asset managers to clients as part of the IG Investment Solutions head office team. He believes in importance of comprehensive financial planning as an integral part of clients’ lives. 

Ilkin enjoys travelling, spending time outdoors and playing squash.

Matt Halwachs CFP®

Financial Consultant
Matt is a CERTIFIED FINANCIAL PLANNER with over 15 years of experience in the financial services industry.  Having joined Schiller, Spence & Associates in October 2022, he brings a wealth of experience in comprehensive financial planning.  His passion lies in delivering holistic financial planning solutions that align with our clients’ unique goals, ensuring both long-term stability and growth.  With a strong background in investment strategies, retirement planning and tax efficient wealth management, Matt is dedicated to helping individuals and families navigate complex financial decisions with clarity and confidence.
 
Outside of his professional life, Matt is a happily married to his wife Chelsey and a proud father to three energetic boys.  He values quality time with his family and enjoys travelling, playing sports and relaxing at the family acreage.  His commitment to balance in both his personal and professional life is central to his approach to financial planning. 

Jason Mandes

Associate Consultant

Jason joined Schiller, Spence & Associates in 2018. Jason graduated from Lakeland College with a diploma in Professional Accounting and earned his Bachelor of Commerce from Athabasca University. He believes in helping clients achieve their goals through comprehensive planning. Jason gives back to the community as a volunteer with MS Walk and the Salvation Army Food Drive.

Cameron Wheeler

Associate Consultant

Cam joined Schiller, Spence and Associates in 2022.  He was with IG Wealth Management from 2015-2018 as a Consultant running his own practice.  With his experience in insurance he compliments the planning process by learning about what is most important to you.

Protecting your hard-earned assets, protecting your loved ones or planning for the unexpected, he’s here to help.  His outgoing and positive attitude that he brings to our clients and team is contagious. He is always actively involved in his community.  He loves to hike, golf, run and has taken up a new challenge of Bouldering. 

Denise Leslie

Senior Assistant

Denise joined our team as a Senior Assistant in 2015 with her long-time friend and colleague Bill Spence. With her industry experience, Denise’s hands-on, full-service approach has allowed her to develop strong and lasting client relationships and enabled her to offer sound, appropriate advice as she strives to continually enhance the overall client experience.

Heidi Fiedler

Assistant

Heidi joined us as an Assistant in 2024 bringing with her ten plus years of experience in administration and customer service.

Her cheerful disposition, resourcefulness and strong organizational skills comes into play daily when connecting with clients and working alongside the Schiller, Spence, and Associates team.

When she isn’t multitasking at the office you will see her out in the community volunteering or creating meaningful memories with her daughter and two sons.

Noah Sobon

Noah joined Schiller, Spence & Associates in 2025. Noah graduated from Northern Alberta Institute of Technology with his Bachelor of Business Administration, Finance. Noah is passionate about lifelong learning and is dedicated to making a meaningful difference for clients.

Outside of work and studying, Noah enjoys staying active through sports, watching captivating movies and spending time outdoors.

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Christine Van Cauwenberghe B. Comm. (Hons), LL. B., TEP, CFP®, RRC

Head of Financial Planning

Christine is the Head of the Financial Planning Division of IG Wealth Management. The Financial Planning Division is dedicated to providing IG’s financial advisors with top quality education, leading-edge financial planning software and access to a wide array of experts, including tax accountants and estate lawyers to help them provide advice to clients in even the most complex scenarios.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 16th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER® (CFP) designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She has previously served on the board of STEP Canada and is a recipient of the STEP Founder’s Award, granted by STEP Worldwide, based in London, England. She has published several industry papers, including with the Canadian Tax Foundation, the Conference for Advanced Life Underwriting, the Law Society of Manitoba, and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001. 

Read more about Christine’s career path and client experience.

Jack Courtney B.A., LL.B., TEP, CFP®, FP Canada™ Fellow

Vice-President, Advanced Financial Planning

A tax lawyer by background, Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high net worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988.  He has practiced law in both the private and public sectors.  Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice.  Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.

Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics. 

He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Tara Moore Mortgage Advisor,

nesto inc.

Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories.

Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Brenda Albers

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.