Cara Stapley - IG Wealth Management
54Developing1000 Gardiners Rd #100, Kingston, ON K7P 3C4, Canada
About
Cara Stapley is a financial advisor with IG Wealth Management, offering comprehensive financial planning services in Kingston, Ontario.
Senior Care Path Summary
IG Wealth Management provides comprehensive financial planning that covers retirement income strategies, tax planning, estate planning advice, and regular reviews of your financial plan as life changes. Cara Stapley works with clients to build a custom financial plan addressing their values, concerns, and goals, including strategies to help investments grow faster and reduce taxes.
Services include managing cash flow, preparing for the unexpected, planning for major expenses, and retirement income planning. IG advisors work with clients through their IG Living Plan framework and can help answer real-life questions about retirement timing, major moves, and significant financial decisions.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income
- Families managing investments and taxes
- Seniors planning their estate
- Those preparing for retirement
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
12 Google reviews
Most recent reviews
Alyson
7 months ago · via Google
I’ve been working with Cara and her team for many years, and they are outstanding! Cara listens carefully, explains everything in clear, easy-to-understand language, and guides me in making financial decisions that truly fit my life. I always feel heard, valued, and confident in her advice. Professional, responsive, and highly recommended!
Andrew M
11 months ago · via Google
I’ve had the pleasure of working with Cara Stapley at IG Wealth Management for over 5 years, and her guidance has been nothing short of exceptional. As a business owner and engineer, I’ve always placed great importance on a holistic and well-thought-out financial strategy—Cara delivers that in spades. What I value most in our relationship is her commitment to full financial planning. She takes the time to understand my individual needs and goals, and offers solutions tailored to both my current life stage and the road ahead. Whether it's investment strategy, education savings, or simply staying up-to-date with the latest opportunities, Cara brings clarity, trust, and genuine care to every conversation. Working with her has given me confidence and peace of mind about my financial future. Highly recommended!
Herb Tessier
a year ago · via Google
We have been clients of IGWM since 1987 in the Toronto area. After our move to the Kingston area in 2011, we had a few IGWM representatives over the years, and then we had the opportunity of meeting Jason. We have to say that it was a step change from all the financial planners that we had worked with in the past. With his team, which included Cara, they prepared a financial plan, including advice on estate planning, wills and power of attorney, that made so much sense to us that we consolidated all our investments with IGWM. Cara became our key contact in 2019 and she maintains on-going communications to update our plan as life evolves and she has outstanding follow up on any commitment she makes. We are very pleased to have Cara and her team working with us, and now they are also working with our daughter and our granddaughters on their financial plans.
Summary of Google Reviews
Summarized by Senior Care Path from Cara Stapley - IG Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Cara Stapley - IG Wealth Management holds an excellent 5.0-star rating across 12 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
- A safe, reassuring environment
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
1000 Gardiners Rd #100, Kingston, ON K7P 3C4, Canada
Also serves
- Kingston, Ontario