Ken Moore is an Executive Financial Consultant with IG Private Wealth Management, where he helps business owners, incorporated professionals, and senior executives build tax efficient wealth and long term financial confidence. With more than 14 years at IG—and a prior career spanning investment banking, corporate advisory, and military leadership—Ken brings a unique combination of strategic insight, disciplined analysis, and real world experience to every client relationship.

Licensed in Ontario, British Columbia, Alberta, Quebec, and Nova Scotia, Ken holds both the CERTIFIED FINANCIAL PLANNER® and Registered Retirement Consultant designations. His practice focuses on creating living, dynamic financial plans designed to evolve with clients’ goals, businesses, and life transitions. He works closely with clients and their professional advisors to integrate tax planning, retirement strategies, corporate structures, and intergenerational wealth transfer into a cohesive, long term strategy.

Before joining IG, Ken spent a decade on Bay Street, holding senior roles in investment banking and institutional sales. His earlier career as a Canadian Armed Forces officer—including leadership roles as a Navigator and Project Director—shaped the disciplined, mission focused approach he brings to his work today.

Across all stages of life and business, Ken’s goal is simple: to bring clarity, structure, and strategic guidance to help clients make confident decisions and protect the legacy they’re building.

Every generation wealthier than the last.

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James brings a diverse and practical background to his role as Executive Financial Consultant at Moore Whelan Private Wealth. He began his career as an electrical engineer before moving into management consulting within financial services at a Big Six accounting firm. His work later expanded into financial technology and financial literacy, ultimately leading him to IG Wealth Management—where he has spent the past 10 years helping clients build dynamic, integrated financial plans.

James’s personal experiences—including raising a family, navigating major life transitions, managing real estate, serving as power of attorney and executor, and extensive international travel—give him a grounded understanding of the financial decisions families face. His practice focuses on holistic planning that evolves with clients’ goals, businesses, and life stages. He collaborates closely with clients and their professional advisors to align tax planning, retirement strategies, corporate structuring, and intergenerational wealth transfer into a long-term roadmap.

James is licensed in Ontario, British Columbia, Alberta, and Nova Scotia, and holds both the CFP® and RRC® designations.

Dream Large, Plan Well, Live Life.

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Allison Godfrey is an Associate Consultant with IG Private Wealth Management, bringing more than 12 years of experience at IG and over 20 years of broader public and private sector experience supporting senior leaders at the municipal, provincial, and national levels.

Since joining IG in 2013, Allison has progressed through multiple roles, including Administrative Assistant, Consultant, and now Associate Consultant, building deep operational, technical, and client service experience along the way. She plays a key role in supporting the advisory practice, with primary areas of focus including insurance solutions, trading operations, and leading the production and execution of client deliverables.

Allison holds a degree in History from Queen’s University and is both securities and insurance licensed. Known for her attention to detail, reliability, and calm execution, she is a trusted resource to both clients and colleagues, helping ensure that complex strategies are implemented smoothly and efficiently.

Outside of work, Allison is an avid reader, enjoys travelling, is a passionate sports fan, and can often be found walking quickly or running slowly.

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Delaney Rickert-Hall is an Associate Consultant with IG Private Wealth Management and the lead for the Builder Division of the practice. She works primarily with high earning individuals and couples who are early in their wealth journey and focused on building their first $1 million in investments through a structured, personalized financial planning approach.

Delaney specializes in supporting young professionals who are engaged, coachable, and motivated to take an active role in their financial decision making. Her work focuses on helping clients build clarity and confidence as they navigate major milestones, life transitions, and increasingly complex financial choices.

Her approach combines a strong analytical foundation with a deep understanding of people and behavior. Delaney holds degrees in psychology and economics, as well as a Master of Financial Economics, and began her career in paraplanning, where she developed detailed financial plans and built a strong technical foundation. Today, she brings that analytical discipline into a relationship focused role, translating complexity into practical, actionable guidance that aligns with each client’s values and priorities.

Outside of work, soccer has been a constant throughout Delaney’s life. She has played at the varsity and semi professional levels and has coached across a wide range of age groups, including assisting with a university women’s program. Those experiences shaped her communication and leadership style and reinforce her belief that successful financial planning, like coaching, is about setting a strategy, adjusting when circumstances change, and supporting people as they work toward long term goals.

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Mariana is an Associate Consultant with Moore Whelan Private Wealth, where she supports the advisory team in preparing clear, well structured financial plans. Her work involves gathering and analyzing information, organizing planning details, and helping bring clarity to the planning process during client meetings.

Before joining IG, Mariana worked in corporate FP&A within real estate developers, where she built financial models, supported budgeting and forecasting, and collaborated with cross functional teams and external partners. Originally from Colombia, she holds a degree in Financial Engineering and completed a Business Accounting diploma after moving to Canada, strengthening her understanding of both international and Canadian financial environments.

Mariana is naturally curious and enjoys learning, especially when it comes to turning complex information into meaningful insights that support strong decision making. She is detail oriented, thoughtful, and committed to contributing to a positive client experience.

Outside of work, she enjoys travelling, exploring new places, spending time with her family, and staying balanced through movement, reading, and other activities that keep her grounded. 

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