Alex Kellermann, Cim®, Rrc®
About Alex Kellermann, Cim®, Rrc®
Alex Kellermann is an Associate Consultant at IG Wealth Management, where he has worked since 2021. He holds the CIM® and RRC® designations and has a background in financial planning, investment, and business analysis.
Current Role at IG Wealth Management
Alex Kellermann serves as an Associate Consultant at IG Wealth Management, a position he has held since 2021. In this role, he collaborates with a team of financial planning experts to provide clients with comprehensive options and knowledge for making informed financial decisions throughout various life stages. His responsibilities include staying updated on changes in government legislation and global market movements to enhance financial planning strategies.
Previous Experience at IG Wealth Management
Prior to his current role, Alex worked as a Consultant at IG Wealth Management from 2019 to 2021. During this two-year tenure, he gained valuable experience in financial consulting, contributing to client financial planning and investment strategies.
Professional Background
Alex has a diverse professional background, having worked in various roles related to finance and business analysis. He was an Associate in Data Product Sales & Distribution at DBRS for four months in 2015 and served as a Business Analyst at Big Viking Games from 2015 to 2017. Additionally, he held positions as an Accounts Payable Associate at DBRS and as a Sales Associate and Inside Sales Representative at BMO Global Asset Management - Canada.
Education and Designations
Alex Kellermann holds an Honours Bachelor of Business Administration from Wilfrid Laurier University, where he studied Accounting and Business/Management from 2010 to 2014. He has also earned the CIM® (Chartered Investment Manager) and RRC® (Registered Retirement Consultant) designations, which reflect his expertise in investment and retirement planning.
Financial Planning Expertise
In his current role, Alex emphasizes the importance of following a financial plan, utilizing research from the Financial Planning Standards Council of Canada. He focuses on providing clients with informed options to navigate their financial journeys effectively, ensuring they are well-equipped to make sound financial choices.